13F Insight
DOSSIER · 13F-HR · Q2 2026

Whipplewood Advisors, LLC

$149M in tracked AUM across 636 positions as of Q2 2026.

WA
CIK 0002052510 · last filed Jun 30, 2026
Total AUM
$149M
as of Q2 2026
Holdings
636
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Whipplewood Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JAAA
JANUS DETROIT STR TR
$16M327K11.1%02
NPFE
ELEVATION SERIES TRUST
$12M438K8.2%03
JPLD
J P MORGAN EXCHANGE TRADED F
$6M116K4.1%04
MTUM
ISHARES TR
$4M12K2.7%05
VIG
VANGUARD SPECIALIZED FUNDS
$4M17K2.7%06
WEA
WESTERN ASSET PREMIER BD FD
$4M357K2.6%07
BALT
INNOVATOR ETFS TRUST
$3M98K2.3%08
ARCC
ARES CAPITAL CORP
$3M178K2.2%09
VEA
VANGUARD TAX-MANAGED FDS
$3M44K2.1%10
VIGI
VANGUARD WHITEHALL FDS
$3M33K2.1%

Filing history

2026Q2Jun 30
$149M▼ 22.9%
636 positionsView →2026Q1Mar 31
$193M▲ 23.8%
1,065 positionsView →2025Q4Dec 31
$156M▲ 2.4%
503 positionsView →2025Q3Sep 30
$152M▼ 16.5%
293 positionsView →2025Q2Jun 30
$182M▲ 7.4%
2,034 positionsLocked2025Q1Mar 31
$169M▼ 3.7%
2,067 positionsLocked2024Q4Dec 31
$176M—
2,037 positionsLocked