Fund Holdings — Whelan Financial

Total Portfolio Value
$315.50M
Total Bought
$33.05M
Total Sold
$6.12M
Net Transaction
+$26.92M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
221,844215,793-6,05150,38153,32716.90%+2,946
APPLE INC(AAPL)30,95334,673+3,7206,3518,8292.80%+2,478
NVIDIA CORPORATION(NVDA)25,78034,128+8,3484,0736,3682.02%+2,295
SCHWAB STRATEGIC TR1,739,2131,768,247+29,03446,08948,27315.30%+2,184
VANGUARD INDEX FDS131,074129,584-1,49031,06232,95110.44%+1,889
META PLATFORMS INC(META)3,5525,668+2,1162,6224,1631.32%+1,541
SPDR SERIES TRUST
ST STR P500ETF
014,484+14,48401,1350.36%+1,135
MICROSOFT CORP(MSFT)9,29411,063+1,7694,6235,7301.82%+1,107
ALPHABET INC(GOOG)9,33511,159+1,8241,6562,7180.86%+1,062
VANGUARD INDEX FDS254,697259,150+4,45322,68323,6927.51%+1,008
VANGUARD MALVERN FDS407,733420,283+12,55020,49721,2796.74%+782
TESLA INC(TSLA)2,3613,318+9577501,4760.47%+726
AMAZON COM INC(AMZN)10,25213,506+3,2542,2492,9660.94%+716
LULULEMON ATHLETICA INC(LULU)03,851+3,85106850.22%+685
SCHWAB CHARLES CORP(SCHW)7,78114,007+6,2267101,3370.42%+627
LOWES COS INC(LOW)8,1009,640+1,5401,7972,4230.77%+625
ALPHABET INC(GOOG)4,0085,447+1,4397061,3240.42%+618
BROADCOM INC(AVGO)4,2735,346+1,0731,1781,7640.56%+586
CAPITAL ONE FINL CORP(COF)3,7166,279+2,5637911,3350.42%+544
VANGUARD BD INDEX FDS207,289212,383+5,09415,26315,7955.01%+532
AMERICAN CENTY ETF TR05,159+5,15905130.16%+513
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
208,414213,617+5,20316,56917,0745.41%+505
ORACLE CORP(ORCL)2,2723,510+1,2384979870.31%+491
BOEING CO(BA)02,208+2,20804770.15%+477
UBER TECHNOLOGIES INC(UBER)7,43511,916+4,4816941,1670.37%+474
JPMORGAN CHASE & CO.(JPM)3,4764,622+1,1461,0081,4580.46%+450
ISHARES TR37,47137,384-874,0404,4861.42%+447
NETFLIX INC(NFLX)286672+3863838060.26%+423
DISNEY WALT CO(DIS)7,75412,036+4,2829621,3780.44%+417
BANK AMERICA CORP15,39421,399+6,0057281,1040.35%+376
CADENCE DESIGN SYSTEM INC(CDNS)0873+87303070.10%+307
VANGUARD INDEX FDS47,29346,092-1,20113,23413,5394.29%+305
AMPHENOL CORP NEW02,441+2,44103020.10%+302
ISHARES BITCOIN TRUST ETF(IBIT)04,638+4,63803010.10%+301
GE AEROSPACE(GE)0978+97802940.09%+294
CONSTELLATION BRANDS INC(STZ)3,7546,684+2,9306119000.29%+289
CHEVRON CORP NEW(CVX)3,1844,798+1,6144567450.24%+289
ABBVIE INC(ABBV)1,1612,149+9882154980.16%+282
WELLS FARGO CO NEW(WFC)03,353+3,35302810.09%+281
STARBUCKS CORP(SBUX)03,298+3,29802790.09%+279
VISA INC(V)2,5703,489+9199121,1910.38%+279
GE VERNOVA INC(GEV)0447+44702750.09%+275
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,762+2,76202740.09%+274
RTX CORPORATION(RTX)01,606+1,60602690.09%+269
CITIGROUP INC(C)02,634+2,63402670.08%+267
UNITEDHEALTH GROUP INC(UNH)0758+75802620.08%+262
MCKESSON CORP(MCK)0336+33602600.08%+260
MERCK & CO INC(MRK)03,061+3,06102570.08%+257
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0917+91702560.08%+256
ISHARES GOLD TR(IAU)03,518+3,51802560.08%+256
JOHNSON & JOHNSON(JNJ)01,356+1,35602510.08%+251
FIRST TR EXCHANGE-TRADED FD
SHS
05,293+5,29302450.08%+245
AT&T INC(T)08,652+8,65202440.08%+244
MORGAN STANLEY(MS)01,530+1,53002430.08%+243
VALERO ENERGY CORP(VLO)01,378+1,37802350.07%+235
MICRON TECHNOLOGY INC(MU)01,342+1,34202240.07%+224
ADVANCED MICRO DEVICES INC(AMD)01,369+1,36902210.07%+221
AUTODESK INC0680+68002160.07%+216
SALESFORCE INC(CRM)0897+89702130.07%+213
ADOBE INC(ADBE)0596+59602100.07%+210
SPDR S&P 500 ETF TR(SPY)0313+31302090.07%+209
PHILIP MORRIS INTL INC(PM)01,286+1,28602090.07%+209
MASTERCARD INCORPORATED(MA)1,3301,661+3317489450.30%+197
SCHWAB STRATEGIC TR72,64872,673+251,8382,0280.64%+190
ISHARES TR10,1409,806-3342,5002,6830.85%+184
PALANTIR TECHNOLOGIES INC(PLTR)3,4653,580+1154726530.21%+181
EXXON MOBIL CORP2,6814,100+1,4192894620.15%+173
BERKSHIRE HATHAWAY INC DEL3,5403,709+1691,7201,8650.59%+145
INTERNATIONAL BUSINESS MACHS(IBM)1,5252,028+5034505720.18%+123
APPLIED MATLS INC1,5581,946+3882853980.13%+113
ELI LILLY & CO(LLY)429565+1363354310.14%+97
HOME DEPOT INC(HD)587740+1532153000.09%+85
UMB FINL CORP(UMBF)4,9425,006+645205920.19%+73
WALMART INC(WMT)5,1765,601+4255065770.18%+71
KLA CORP(KLAC)1,7881,547-2411,6011,6680.53%+67
LAM RESEARCH CORP(LRCX)3,6993,185-5143604260.14%+66
CISCO SYS INC(CSCO)3,4044,258+8542362910.09%+55
PALO ALTO NETWORKS INC(PANW)1,6711,913+2423423900.12%+48
VANGUARD INDEX FDS7,3926,984-4082,2472,2920.73%+45
SPDR GOLD TR(GLD)67767702062410.08%+34
CROWDSTRIKE HLDGS INC(CRWD)520604+842652960.09%+31
COSTCO WHSL CORP NEW(COST)1,2871,407+1201,2741,3020.41%+28
INVESCO QQQ TR58158103203490.11%+28
NIKE INC(NKE)8,6019,135+5346116370.20%+26
ISHARES TR
CORE DIV GRWTH
8,1638,013-1505225460.17%+24
PROCTER AND GAMBLE CO(PG)3,1303,356+2264995160.16%+17
ATLASCLEAR HOLDINGS INC(ATCH)020,000+20,0000100.00%+10
CHIPOTLE MEXICAN GRILL INC(CMG)10,62615,415+4,7895976040.19%+7
CARNIVAL CORP8,8428,799-432492540.08%+6
SCHWAB STRATEGIC TR9,2409,218-222152160.07%+2
SCHWAB STRATEGIC TR18,55818,270-2883933940.12%+1
SENSEONICS HLDGS INC(SENS)48,15648,156023210.01%-2
CVB FINL CORP(CVBF)10,61910,61902102010.06%-9
SYNOPSYS INC(SNPS)534530-42742610.08%-12
SCHWAB STRATEGIC TR16,74814,973-1,7754704440.14%-26
AMERICAN EXPRESS CO(AXP)4,0053,736-2691,2771,2410.39%-36
VANGUARD INDEX FDS1,2411,041-2007056380.20%-67
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Whelan Financial — 13F Holdings — Q3 2025 | TickerTrail