Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

Whipplewood Advisors, LLC

$148M in tracked AUM across 200 positions as of Q3 2026.

WA
CIK 0002052510 · last filed Sep 30, 2026
Total AUM
$148M
as of Q3 2026
Holdings
200
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…