Whipplewood Advisors, LLC

DOSSIER · 13F-HR · Q1 2026

Whipplewood Advisors, LLC

$193M in tracked AUM across 1,065 positions as of Q1 2026.

WA

CIK 0002052510 · last filed Mar 31, 2026

Total AUM

$193M

as of Q1 2026

Holdings

1,065

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Whipplewood Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.