What does Whipplewood Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

JANUS DETROIT STR TR

$17M344K9.0%

ELEVATION SERIES TRUST

$11M449K5.6%

J P MORGAN EXCHANGE TRADED F

$8M150K4.1%

INNOVATOR ETFS TRUST

$5M143K2.5%

WESTERN ASSET PREMIER BD FD

$4M370K2.0%

TESLA INC

$4M10K2.0%

FIRST TR EXCHANGE-TRADED FD

$4M148K2.0%

VANGUARD SPECIALIZED FUNDS

$4M17K1.9%

APPLE INC

$3M14K1.8%

VANGUARD TAX-MANAGED FDS

$3M52K1.7%

Filing history loading…