• 13F History

Whelan Financial

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$254M
Signature - Title
Michael Ryan - CCO
Location
Fresno, CA
Summary
This page shows a list of all the recent 13F filings made by Whelan Financial. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whelan Financial reported 59 stock holdings with total value $254M as of Q4 2024. Top holdings included QQQM, SCHD, VB, VNQ, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 59 $254M +$45.5M -$1.67M +$43.8M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 2/13/2025, 07:11 PM
Q3 2024 43 $243M +$4.77M -$288K +$4.49M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 10/28/2024, 01:22 PM
Q2 2024 40 $224M +$5.68M -$924K +$4.76M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 7/29/2024, 05:18 PM
Q1 2024 42 $219M +$4.11M -$9.03M -$4.92M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 4/19/2024, 04:19 PM
Q4 2023 37 $214M +$6.1M -$651K +$5.45M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 1/18/2024, 02:38 PM
Q3 2023 34 $190M +$6.37M -$489K +$5.88M SCHD, QQQM, VB, VNQ, VCSH 13F-HR 10/20/2023, 06:27 PM
Q2 2023 32 $191M +$3.93M -$130K +$3.8M QQQM, SCHD, VB, VNQ, VCSH 13F-HR 7/18/2023, 07:24 PM
Q1 2023 30 $180M +$8.78M -$1.84M +$6.94M SCHD, QQQM, VB, VNQ, VCSH 13F-HR 5/22/2023, 04:46 PM
Q4 2022 28 $166M +$16.2M -$1.94M +$14.3M SCHD, QQQM, VB, VCSH, VNQ 13F-HR 1/17/2023, 01:02 PM
Q3 2022 28 $145M +$7.88M -$2.2M +$5.68M QQQM, SCHD, VB, VCSH, VNQ 13F-HR 10/17/2022, 06:25 PM
Q2 2022 22 $148M +$10.7M -$3.29M +$7.45M SCHD, QQQM, VB, VCSH, VNQ 13F-HR 7/18/2022, 02:36 PM
Q1 2022 22 $162M +$11.9M -$62.8K +$11.8M SCHD, QQQM, VB, VNQ, VCSH 13F-HR 4/19/2022, 01:22 PM
Q4 2021 19 $161M +$65.9M -$19.6M +$46.3M SCHD, QQQM, VB, VNQ, VCSH 13F-HR 1/19/2022, 12:08 PM
Q3 2021 16 $109M $0 $0 SCHD, VCSH, BND, VB, VGIT 13F-HR 11/29/2021, 04:38 PM