Whelan Financial - Q42025 Holdings

Whelan Financial holds 95 stocks with a total portfolio value of $ 320.08M as of Q42025. In Q42025, Whelan Financial added 6 new positions, increased stakes in 39 stocks, reduced 42 holdings, and fully exited 8 positions. The largest holding is Invesco Exch Traded Fd Tr Ii (QQQM), representing 16.66% of the total portfolio.