Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Whelan Financial 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Whelan Financial (CIK 1894921) reported $367.2M across 101 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQM ($64.6M, 17.58%), SCHD ($56.7M, 15.45%), VB ($39.3M, 10.70%), VNQ ($23.7M, 6.45%), VGIT ($22.0M, 6.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQMINVESCO EXCH TRADED FD TR II$64.6M17.58%213,092Trimmed
2SCHDSCHWAB STRATEGIC TR$56.7M15.45%1.8MAdded
3VBVANGUARD INDEX FDS$39.3M10.70%129,593Added
4VNQVANGUARD INDEX FDS$23.7M6.45%245,744Trimmed
5VGITVANGUARD SCOTTSDALE FDS$22.0M6.00%373,581Added
6VCSHVANGUARD SCOTTSDALE FDS$17.8M4.84%224,808Added
7BNDVANGUARD BD INDEX FDS$16.4M4.48%223,927Added
8VOVANGUARD INDEX FDS$15.8M4.31%196,652Added
9AAPLAPPLE INC$10.0M2.73%34,631Added
10NVDANVIDIA CORPORATION$8.8M2.40%43,999Added
11IOOISHARES TR$6.6M1.81%48,575Added
12KLACKLA CORP$5.0M1.36%16,585Added
13GOOGALPHABET INC$4.8M1.29%13,454Added
14MSFTMICROSOFT CORP$4.6M1.25%12,341Added
15METAMETA PLATFORMS INC$3.6M0.98%6,393Added
16AMZNAMAZON COM INC$3.5M0.96%14,825Added
17IWYISHARES TR$2.6M0.71%8,957Trimmed
18VTIVANGUARD INDEX FDS$2.5M0.69%6,831Trimmed
19SCHASCHWAB STRATEGIC TR$2.5M0.68%69,459Trimmed
20LOWLOWES COS INC$2.2M0.61%10,195Added
21BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.61%4,472Added
22AVGOBROADCOM INC$2.1M0.58%5,685Added
23GOOGLALPHABET INC$2.0M0.53%5,483Trimmed
24SCHWSCHWAB CHARLES CORP$1.8M0.48%19,156Added
25COFCAPITAL ONE FINL CORP$1.7M0.45%8,288Added

Source: SEC Form 13F filings · as of 2026-06-30