Whelan Financial
Whelan Financial reported 101 positions worth $367.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QQQM (17.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQM | SH | $64.6M | 17.58% | 213,092 | — | — | |
| ▸ 2 | SCHD | SH | $56.7M | 15.45% | 1,788,794 | — | — | |
| ▸ 3 | VB | SH | $39.3M | 10.70% | 129,593 | — | — | |
| ▸ 4 | VNQ | SH | $23.7M | 6.45% | 245,744 | — | — | |
| ▸ 5 | VGIT | SH | $22.0M | 6.00% | 373,581 | — | — | |
| ▸ 6 | VCSH | SH | $17.8M | 4.84% | 224,808 | — | — | |
| ▸ 7 | BND | SH | $16.4M | 4.48% | 223,927 | — | — | |
| ▸ 8 | VO | SH | $15.8M | 4.31% | 196,652 | — | — | |
| ▸ 9 | AAPL | SH | $10.0M | 2.73% | 34,631 | — | — | |
| ▸ 10 | NVDA | SH | $8.8M | 2.40% | 43,999 | — | — |
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Frequently Asked Questions
What stocks does Whelan Financial hold as of Q2 2026?
Whelan Financial reported 101 positions worth $367.2M in its Q2 2026 13F filing. Largest positions: QQQM (17.6%), SCHD (15.4%), VB (10.7%), VNQ (6.5%) and VGIT (6.0%).
What did Whelan Financial buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Whelan Financial sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.