Fund HoldingsWhelan Financial

Total Portfolio Value
$320.08M
Total Bought
$11.54M
Total Sold
$6.28M
Net Transaction
+$5.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)11,15912,899+1,7402,7184,0481.26%+1,330
SPDR SERIES TRUST
ST STR P500ETF
014,484+14,48401,1620.36%+1,162
ISHARES TR37,38440,903+3,5194,4865,1811.62%+695
SCHWAB STRATEGIC TR1,768,2471,779,778+11,53148,27348,81915.25%+546
VANGUARD INDEX FDS129,584129,440-14432,95133,38910.43%+438
WASTE MGMT INC DEL(WM)01,919+1,91904220.13%+422
VANGUARD BD INDEX FDS212,383218,253+5,87015,79516,1665.05%+371
CAPITAL ONE FINL CORP(COF)6,2797,025+7461,3351,7030.53%+368
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
213,617218,538+4,92117,07417,4245.44%+350
SCHWAB CHARLES CORP(SCHW)14,00716,607+2,6001,3371,6590.52%+322
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
04,400+4,40003060.10%+306
KLA CORP(KLAC)1,5471,624+771,6681,9730.62%+305
LULULEMON ATHLETICA INC(LULU)3,8514,760+9096859890.31%+304
APPLE INC(AAPL)34,67333,560-1,1138,8299,1242.85%+295
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
08,000+8,00002850.09%+285
FIRST TR EXCHANGE-TRADED FD06,249+6,24902770.09%+277
AMERICAN EXPRESS CO(AXP)3,7364,058+3221,2411,5010.47%+260
BANK AMERICA CORP21,39924,771+3,3721,1041,3620.43%+258
VANGUARD SPECIALIZED FUNDS01,102+1,10202420.08%+242
ALPHABET INC(GOOG)5,4474,904-5431,3241,5350.48%+211
CONSTELLATION BRANDS INC(STZ)6,6848,042+1,3589001,1090.35%+209
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,404+1,40402020.06%+202
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,7624,474+1,7122744630.14%+190
AMAZON COM INC(AMZN)13,50613,641+1352,9663,1490.98%+183
DISNEY WALT CO(DIS)12,03613,682+1,6461,3781,5570.49%+178
VANGUARD MALVERN FDS420,283433,770+13,48721,27921,4546.70%+175
BERKSHIRE HATHAWAY INC DEL3,7094,044+3351,8652,0330.64%+168
LAM RESEARCH CORP(LRCX)3,1853,313+1284265670.18%+141
MICRON TECHNOLOGY INC(MU)1,3421,203-1392243430.11%+119
ELI LILLY & CO(LLY)565493-724315300.17%+99
CITIGROUP INC(C)2,6342,916+2822673400.11%+73
LOWES COS INC(LOW)9,64010,346+7062,4232,4950.78%+72
BROADCOM INC(AVGO)5,3465,284-621,7641,8290.57%+65
ADVANCED MICRO DEVICES INC(AMD)1,3691,279-902212740.09%+52
MASTERCARD INCORPORATED(MA)1,6611,742+819459950.31%+50
CHIPOTLE MEXICAN GRILL INC(CMG)15,41517,560+2,1456046500.20%+46
GE VERNOVA INC(GEV)447489+422753200.10%+45
TAIWAN SEMICONDUCTOR MFG LTD(TSM)917976+592562970.09%+40
APPLIED MATLS INC1,9461,702-2443984370.14%+39
MERCK & CO INC(MRK)3,0612,778-2832572920.09%+36
NIKE INC(NKE)9,13510,554+1,4196376720.21%+35
WALMART INC(WMT)5,6015,482-1195776110.19%+34
SCHWAB STRATEGIC TR72,67372,325-3482,0282,0600.64%+32
VANGUARD INDEX FDS6,9846,925-592,2922,3220.73%+30
SPDR GOLD TR(GLD)67767702412680.08%+28
CISCO SYS INC(CSCO)4,2584,140-1182913190.10%+28
ISHARES GOLD TR(IAU)3,5183,479-392562820.09%+26
ISHARES TR9,8069,759-472,6832,7030.84%+19
CARNIVAL CORP8,7998,776-232542680.08%+14
AMERICAN CENTY ETF TR5,1595,15905135260.16%+13
PALANTIR TECHNOLOGIES INC(PLTR)3,5803,738+1586536640.21%+11
ISHARES TR
CORE DIV GRWTH
8,0138,012-15465560.17%+11
INVESCO QQQ TR58158103493570.11%+8
SCHWAB STRATEGIC TR14,97314,980+74444500.14%+7
SPDR S&P 500 ETF TR(SPY)31331302092140.07%+5
JOHNSON & JOHNSON(JNJ)1,3561,227-1292512540.08%+2
SCHWAB STRATEGIC TR9,2189,259+412162160.07%0
FIRST TR EXCHANGE-TRADED FD
SHS
5,2935,29302452440.08%-1
CVB FINL CORP(CVBF)10,61910,61902011980.06%-3
ATLASCLEAR HOLDINGS INC20,00020,00001050.00%-5
VALERO ENERGY CORP(VLO)1,3781,386+82352260.07%-9
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
215,793210,801-4,99253,32753,31616.66%-11
GE AEROSPACE(GE)978917-612942820.09%-12
UMB FINL CORP(UMBF)5,0065,007+15925760.18%-16
VISA INC(V)3,4893,347-1421,1911,1740.37%-17
PALO ALTO NETWORKS INC(PANW)1,9132,006+933903700.12%-20
SENSEONICS HLDGS INC48,1560-48,156210-21
VANGUARD INDEX FDS46,09246,574+48213,53913,5174.22%-22
SCHWAB STRATEGIC TR18,27017,493-7773943650.11%-29
AT&T INC(T)8,6528,577-752442130.07%-31
VANGUARD INDEX FDS1,041966-756386060.19%-32
WELLS FARGO CO NEW(WFC)3,3532,604-7492812430.08%-38
EXXON MOBIL CORP4,1003,447-6534624150.13%-48
SYNOPSYS INC(SNPS)530453-772612130.07%-49
INTERNATIONAL BUSINESS MACHS(IBM)2,0281,760-2685725210.16%-51
CHEVRON CORP NEW(CVX)4,7984,539-2597456920.22%-53
MCKESSON CORP(MCK)336246-902602020.06%-58
UNITEDHEALTH GROUP INC(UNH)758617-1412622040.06%-58
CROWDSTRIKE HLDGS INC(CRWD)604502-1022962350.07%-61
ISHARES BITCOIN TRUST ETF(IBIT)4,6384,801+1633012380.07%-63
PROCTER AND GAMBLE CO(PG)3,3563,131-2255164490.14%-67
HOME DEPOT INC(HD)740664-763002290.07%-71
CADENCE DESIGN SYSTEM INC(CDNS)873746-1273072330.07%-73
COSTCO WHSL CORP NEW(COST)1,4071,415+81,3021,2200.38%-82
AMPHENOL CORP NEW2,4411,596-8453022160.07%-86
TESLA INC(TSLA)3,3183,076-2421,4761,3830.43%-92
ABBVIE INC(ABBV)2,1491,715-4344983920.12%-106
UBER TECHNOLOGIES INC(UBER)11,91612,889+9731,1671,0530.33%-114
NVIDIA CORPORATION(NVDA)34,12833,418-7106,3686,2321.95%-135
JPMORGAN CHASE & CO.(JPM)4,6224,102-5201,4581,3220.41%-136
PHILIP MORRIS INTL INC(PM)1,2860-1,2862090-209
BOEING CO(BA)2,2081,227-9814772660.08%-210
ADOBE INC(ADBE)5960-5962100-210
SALESFORCE INC(CRM)8970-8972130-213
AUTODESK INC6800-6802160-216
MICROSOFT CORP(MSFT)11,06311,377+3145,7305,5021.72%-228
MORGAN STANLEY(MS)1,5300-1,5302430-243
RTX CORPORATION(RTX)1,6060-1,6062690-269
STARBUCKS CORP(SBUX)3,2980-3,2982790-279
META PLATFORMS INC(META)5,6685,882+2144,1633,8821.21%-280
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