Long-term investor
Whalen Wealth Management Inc. @whalenwealthmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001894447).
Record
- Tracked since 2025-06-30 (434 days), 618 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +5.5% · 1 year +10.4% · all +10.4%
- Max drawdown -3.2% · Sharpe 0.52 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.9% · long · since 2025-06-30
- SHV · 3.9% · long · since 2025-06-30
- IEI · 3.5% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- GPIX · 2.4% · long · since 2025-06-30
- JEPI · 2.3% · long · since 2025-06-30
- META · 2.0% · long · since 2025-06-30
- WMT · 1.9% · long · since 2025-12-31
- IBTL · 1.8% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-06-30
- IBDU · 1.6% · long · since 2025-09-30