Whalen Wealth Management Inc.

Position in NVDA — Nvidia Corp

CIK 1894447 LAS VEGAS, NV

Position in NVDA

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

Position Value

$8,613,274

+$344,098 QoQ

Shares Held

43,047

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.50%

of 13F equity value

Holder Rank

#2,648

of 5,888 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $22,229,036 across 15 Semiconductors names. NVDA ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	43,047	$8,613,274
2	AVGO	Broadcom Inc.	5,973	$2,256,300
3	AMD	Advanced Micro Devices Inc	3,565	$2,070,944
4	MU	Micron Technology Inc	1,571	$1,813,389
5	INTC	Intel Corp	10,841	$1,513,728
6	MRVL	Marvell Technology, Inc.	4,484	$1,335,738
7	TXN	Texas Instruments Inc	3,548	$1,057,552
8	ADI	Analog Devices Inc	2,063	$819,361

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,613,274	43,047	-9.2%	Shares	Sole	2026-08-13
2026-03-31	$8,269,176	47,415	+20.3%	Shares	Sole	2026-04-13
2025-12-31	$7,353,695	39,430	+8.1%	Shares	Sole	2026-01-20
2025-09-30	$6,808,304	36,490	+20.3%	Shares	Sole	2025-10-09
2025-06-30	$4,791,520	30,328	-29.2%	Shares	Sole	2025-08-04
2025-03-31	$4,640,398	42,816	+16.8%	Shares	Sole	2025-04-22
2024-12-31	$4,920,922	36,644	-8.2%	Shares	Sole	2025-01-17
2024-09-30	$4,848,856	39,928	+8.6%	Shares	Sole	2024-11-07
2024-06-30	$4,540,218	36,751	+710.6%	Shares	Sole	2024-08-01
2024-03-31	$4,096,741	4,534	+19.7%	Shares	Sole	2024-04-25
2023-12-31	$1,876,388	3,789	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.