Whalen Wealth Management Inc.

Position in HOOD — Robinhood Markets, Inc.

CIK 1894447 LAS VEGAS, NV

Position in HOOD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$651,118

+$262,692 QoQ

Shares Held

6,493

+15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#768

of 1,380 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $3,377,862 across 5 Capital Markets names. HOOD ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,620	$1,174,804
2	GS	Goldman Sachs Group Inc	820	$829,323
3	HOOD	Robinhood Markets, Inc. This page	6,493	$651,118
4	EVR	Evercore Inc.	1,487	$507,721
5	SCHW	Schwab Charles Corp	2,329	$214,896

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,118	6,493	+15.8%	Shares	Sole	2026-08-13
2026-03-31	$388,426	5,605	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.