Whelan Financial

Q4 2025 13F Holdings

Location
Fresno, CA
Holdings as of
12/31/2025
Value ($000)
$320,077
Num holdings
95
Date filed
2/2/2026
Form type
13F-HR
Prev filing
10/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type