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