Whalen Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 203 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, consumer staples, and financial institutions. Among the largest individual stock holdings listed in the filing are Walmart Inc., with 3,839,628 shares; Apple Inc., with 7,202,399 shares; and Chevron Corporation, with 3,109,171 shares.
The filing also details significant investments in major exchange-traded funds (ETFs) and technology-focused funds. Whalen holds substantial positions in the Goldman Sachs S&P 500 Premium ETF, with 9,350,282 shares, and the Vanguard S&P 500 ETF, with 2,654,958 shares. Individual technology names such as NVIDIA Corporation, Microsoft Corporation, and Meta Platforms Inc. are also listed among the top holdings.
The report was signed by Kim Dang, Director of Operations for Whalen Wealth Management, and was filed on October 7, 2026.
