Whelan Financial: 13F holdings
CIK 18949212026Q2
| Positions | 101 |
|---|---|
| Reported value | $367.2m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQM INVESCO EXCH TRADED FD TR II | 213,092 | $64.6m | 17.6% |
| SCHD SCHWAB STRATEGIC TR | 1,788,794 | $56.7m | 15.4% |
| VB VANGUARD INDEX FDS | 129,593 | $39.3m | 10.7% |
| VNQ VANGUARD INDEX FDS | 245,744 | $23.7m | 6.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 373,581 | $22.0m | 6.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 224,808 | $17.8m | 4.8% |
| BND VANGUARD BD INDEX FDS | 223,927 | $16.4m | 4.5% |
| VO VANGUARD INDEX FDS | 196,652 | $15.8m | 4.3% |
| AAPL APPLE INC | 34,631 | $10.0m | 2.7% |
| NVDA NVIDIA CORPORATION | 43,999 | $8.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1894921")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.