Whalen Wealth Management Inc.

Q3 2026 13F Holdings

Location
Las Vegas, NV
Holdings as of
9/30/2026
Value
$234M
Value excl. options
$234M
Num holdings
203
Date filed
10/8/2026
Form type
13F-HR
Prev filing
8/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type