Whelan Financial - Q12026 Holdings

Whelan Financial holds 88 stocks with a total portfolio value of $ 322.11M as of Q12026. In Q12026, Whelan Financial added 6 new positions, increased stakes in 56 stocks, reduced 17 holdings, and fully exited 13 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 16.91% of the total portfolio.