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 individual securities held by the firm.
The portfolio includes a mix of large-cap technology companies, consumer staples, and energy firms. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. The firm also holds significant positions in Walmart Inc., Visa Inc., JPMorgan Chase & Co., and Berkshire Hathaway Inc. del Class B New.
Within the consumer sector, Whalen Wealth Management lists shares in Procter & Gamble Co., Coca-Cola Co., and Chewy Inc. The filing also includes positions in energy companies such as Chevron Corporation, ExxonMobil Holdings Corp., and Energy Transfer L P.
Whalen Wealth Management Inc. is headquartered at 7160 Rafael Rivera Way, Suite 220, Las Vegas, NV 89113. The filing was signed by Kim Dang, Director of Operations, on October 7, 2026.
