Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whelan Financial (CIK 1894921) reported $322.1M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($54.5M, 16.91%), QQQM ($50.6M, 15.72%), VB ($33.8M, 10.50%), VNQ ($23.5M, 7.28%), VGIT ($21.2M, 6.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $54.5M | 16.91% | 1.8M | Trimmed |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $50.6M | 15.72% | 213,128 | Added |
| 3 | VB | VANGUARD INDEX FDS | $33.8M | 10.50% | 129,152 | Trimmed |
| 4 | VNQ | VANGUARD INDEX FDS | $23.5M | 7.28% | 264,486 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $21.2M | 6.58% | 356,093 | New |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $17.7M | 5.49% | 222,941 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $16.3M | 5.06% | 221,140 | Added |
| 8 | VO | VANGUARD INDEX FDS | $14.0M | 4.34% | 48,645 | Added |
| 9 | AAPL | APPLE INC | $8.7M | 2.70% | 34,271 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $7.7M | 2.38% | 43,916 | Added |
| 11 | IOO | ISHARES TR | $5.4M | 1.67% | 44,451 | Added |
| 12 | MSFT | MICROSOFT CORP | $4.2M | 1.30% | 11,288 | Trimmed |
| 13 | GOOG | ALPHABET INC | $3.9M | 1.20% | 13,442 | Added |
| 14 | META | META PLATFORMS INC | $3.6M | 1.11% | 6,270 | Added |
| 15 | AMZN | AMAZON COM INC | $3.0M | 0.94% | 14,519 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.4M | 0.75% | 7,530 | Added |
| 17 | KLAC | KLA CORP | $2.4M | 0.75% | 1,637 | Added |
| 18 | IWY | ISHARES TR | $2.4M | 0.75% | 9,672 | Trimmed |
| 19 | LOW | LOWES COS INC | $2.3M | 0.72% | 9,796 | Trimmed |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.1M | 0.65% | 71,587 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 0.63% | 4,268 | Added |
| 22 | SCHW | SCHWAB CHARLES CORP | $1.7M | 0.52% | 17,830 | Added |
| 23 | AVGO | BROADCOM INC | $1.6M | 0.51% | 5,301 | Added |
| 24 | GOOGL | ALPHABET INC | $1.6M | 0.49% | 5,524 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 0.44% | 1,431 | Added |
Source: SEC Form 13F filings · as of 2026-03-31