§ 13F · FUND PROFILE
Whipplewood Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182.0T (13F)Positions · 2034Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | 155K | $7.8T | 5.0% | −7% |
| 2 | BALT | INNOVATOR ETFS TRUST | 142K | $4.8T | 3.1% | ±0% |
| 3 | TSLA | TESLA INC | 10K | $4.6T | 3.0% | −1% |
| 4 | WEA | WESTERN ASSET PREMIER BD FD | 367K | $4.0T | 2.6% | +34% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 18K | $4.0T | 2.6% | −1% |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | 147K | $3.9T | 2.5% | +15% |
| 7 | AAPL | APPLE INC | 13K | $3.5T | 2.3% | ±0% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 25K | $3.5T | 2.2% | −1% |
| 9 | MTUM | ISHARES TR | 14K | $3.4T | 2.2% | −2% |
| 10 | ARKK | ARK ETF TR | 42K | $3.2T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHIPPLEWOOD SIGNAL
AC read
Whipplewood Advisors, LLC is a Other fund managing $181997.6 trillion in assets. The fund runs a massive portfolio of 2,034 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed