CIK 1894921
Whelan Financial
Institutional 13F holdings & portfolio
Holdings
95
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–95 of 95
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 581 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 489 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 976 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 8K | $100K–$500K | SH |
| GE | GE AEROSPACE | 917 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 677 | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 9K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 502 | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 746 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 664 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 313 | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 453 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 617 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 246 | $100K–$500K | SH |
| CVBF | CVB FINL CORP | 11K | $100K–$500K | SH |
| ATCH | ATLASCLEAR HOLDINGS INC | 20K | $1K–$15K | SH |