Holdings
Whalen Wealth Management Inc.
As of Sep 30, 2026, Whalen Wealth Management Inc. reported 134 positions worth US$148M. Largest: Nvidia Corporation, Amazon.com, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 46,638 | US$10.7M | +3,591 | Sep 30, 2026 |
| Amazon.com, Inc. | 29,165 | US$7.27M | +2,003 | Sep 30, 2026 |
| Apple Inc | 21,628 | US$7.2M | +56 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 17,588 | US$6.02M | +3,387 | Sep 30, 2026 |
| Meta Platforms, Inc. | 7,737 | US$5.61M | −72 | Sep 30, 2026 |
| Microsoft Corp. | 9,095 | US$4.66M | −1,262 | Sep 30, 2026 |
| Walmart Inc. | 36,948 | US$3.84M | +471 | Sep 30, 2026 |
| Eli Lilly And Company | 2,975 | US$3.44M | +408 | Sep 30, 2026 |
| Chevron Corporation | 15,225 | US$3.11M | +493 | Sep 30, 2026 |
| Micron Technology, Inc. | 2,724 | US$2.9M | +1,153 | Sep 30, 2026 |