Whelan Financial has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 106 equity securities. The filing lists Michael Ryan, Chief Compliance Officer, as the authorized representative for the firm, which is based in Fresno, California.

The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The largest individual equity position is NVIDIA Corporation, held at 11,338,472 shares. Other top holdings include Apple Inc. with 12,838,760 shares, Microsoft Corporation with 7,005,380 shares, and Alphabet Inc. Class A shares with 2,279,854 shares.

Whelan Financial also holds significant positions in major financial institutions, including JPMorgan Chase & Co. (1,735,548 shares), Berkshire Hathaway Inc. Class B (2,495,725 shares), and Visa Inc. Class A (1,463,556 shares). The firm’s ETF holdings are extensive, featuring Vanguard Total Bond Market ETF (23,826,300 shares), Vanguard Mid-Cap ETF (16,540,897 shares), and Vanguard Real Estate ETF (22,903,732 shares).