Whalen Wealth Management Inc. - Q42025 Holdings

Whalen Wealth Management Inc. holds 188 stocks with a total portfolio value of $ 186.27M as of Q42025. In Q42025, Whalen Wealth Management Inc. added 80 new positions, increased stakes in 65 stocks, reduced 39 holdings, and fully exited 68 positions. The largest holding is Ishares Tr (SHV), representing 6.15% of the total portfolio.