§ 13F · FUND PROFILE
Whipplewood Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 293Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | 344K | $17M | 9.0% | +122% |
| 2 | NPFE | ELEVATION SERIES TRUST | 449K | $11M | 5.6% | NEW |
| 3 | JPLD | J P MORGAN EXCHANGE TRADED F | 150K | $8M | 4.1% | NEW |
| 4 | BALT | INNOVATOR ETFS TRUST | 143K | $5M | 2.5% | ±0% |
| 5 | WEA | WESTERN ASSET PREMIER BD FD | 370K | $4M | 2.0% | +1% |
| 6 | TSLA | TESLA INC | 10K | $4M | 2.0% | +1% |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | 148K | $4M | 2.0% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 17K | $4M | 1.9% | −5% |
| 9 | AAPL | APPLE INC | 14K | $3M | 1.8% | +5% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 52K | $3M | 1.7% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHIPPLEWOOD SIGNAL
AC read
Whipplewood Advisors, LLC is a Other fund managing $152 million in assets. The fund runs a broad portfolio of 293 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed