Long-term investor

Whelan Financial @whelanfinancial

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001894921).

Record

  • Tracked since 2025-06-30 (434 days), 85 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months +10.4% · 1 year +16.8% · all +16.8%
  • Max drawdown -0.8% · Sharpe 1.07 · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQM · 17.6% · long · since 2025-06-30
  • SCHD · 15.4% · long · since 2025-06-30
  • VB · 10.7% · long · since 2025-06-30
  • VNQ · 6.5% · long · since 2025-06-30
  • VGIT · 6.0% · long · since 2026-03-31
  • VCSH · 4.8% · long · since 2025-06-30
  • BND · 4.5% · long · since 2025-06-30
  • VO · 4.3% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30
  • NVDA · 2.4% · long · since 2025-06-30
  • IOO · 1.8% · long · since 2025-06-30
  • KLAC · 1.4% · long · since 2025-06-30

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