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Whipplewood Advisors

Latest statistics and disclosures from Whipplewood Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, Npf Core Equity Etf, JPLD, BALT, WEA, and represent 23.21% of Whipplewood Advisors's stock portfolio.
Added to shares of these 10 stocks: Npf Core Equity Etf (+$11M), JAAA (+$9.5M), JPLD (+$7.8M), NVDA, ARES, BX, TSM, HTGC, MQY, TSLX.
Started 598 new stock positions in KDP, ITUB, PYPL, ESI, EVR, UGI, PNR, SONY, TROW, ARW.
Reduced shares in these 10 stocks: OBDC, VT, TRIN, IVV, OWL, , MCD, NCDL, JEPI, CCAP.
Sold out of its positions in LNT, MFIC, ARM, AstraZeneca, BILL, MQT, BR, CAVA, Comerica Incorporated, CCAP.
Whipplewood Advisors was a net buyer of stock by $42M.
Whipplewood Advisors has $193M in assets under management (AUM), dropping by 23.82%.
Central Index Key (CIK): 0002052510

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Portfolio Holdings for Whipplewood Advisors

Whipplewood Advisors holds 1065 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Whipplewood Advisors has 1065 total positions. Only the first 250 positions are shown.

Sign up to view all of the Whipplewood Advisors March 31, 2026 positions
Download the Whipplewood Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Exchange Traded Fund (JAAA)	9.0	$17M	+121%	344k	50.37	View chart
Elevation Series Trust Exchange Traded Fund	5.6	$11M	NEW	449k	24.21	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)	4.1	$7.8M	NEW	150k	52.19	View chart
Innovator Etfs Trust Exchange Traded Fund (BALT)	2.5	$4.8M		143k	33.47	View chart
Western Asset Premier Bd Closed-end Fund (WEA)	2.0	$3.9M		370k	10.58	View chart
Tesla Common / Ordinary Stock (TSLA)	2.0	$3.9M		10k	371.75	View chart
First Tr Exchange-traded Exchange Traded Fund (RDVI)	2.0	$3.8M		148k	25.55	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	1.9	$3.7M	-5%	17k	215.06	View chart
Apple Common / Ordinary Stock (AAPL)	1.8	$3.5M	+5%	14k	253.79	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	1.7	$3.3M	+8%	52k	64.08	View chart
Ishares Tr Exchange Traded Fund (MTUM)	1.7	$3.2M		14k	239.99	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)	1.6	$3.1M		35k	88.46	View chart
Ark Etf Tr Exchange Traded Fund (ARKK)	1.5	$2.8M		42k	67.59	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDF)	1.5	$2.8M	-4%	57k	48.93	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VT)	1.3	$2.5M	-25%	18k	138.32	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPQ)	1.3	$2.5M		45k	55.52	View chart
Ares Capital Corp Closed-end Fund (ARCC)	1.2	$2.3M	+14%	129k	18.02	View chart
Enterprise Prods Partners L Master Limited Partnership (EPD)	1.2	$2.3M		60k	37.84	View chart
Nvidia Corporation Common / Ordinary Stock (NVDA)	1.2	$2.2M	+45%	13k	174.40	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPI)	1.1	$2.2M	-10%	39k	56.68	View chart
Ab Active Etfs Exchange Traded Fund (TAFI)	1.0	$2.0M	-2%	79k	25.18	View chart
Blackstone Secd Lending Common / Ordinary Stock (BXSL)	1.0	$2.0M	+17%	83k	23.69	View chart
Flaherty & Crumrine Dynamic Closed-end Fund (DFP)	1.0	$1.9M		95k	20.07	View chart
Innovator Etfs Trust Exchange Traded Fund (SFLR)	1.0	$1.9M		53k	35.41	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	0.9	$1.8M	+9%	4.8k	370.17	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VWO)	0.9	$1.7M	+6%	31k	54.05	View chart
The Alger Etf Trust Exchange Traded Fund (ALAI)	0.9	$1.7M	+3%	51k	33.04	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDX)	0.9	$1.6M	-6%	59k	27.85	View chart
Morgan Stanley Emkt Dbt Fd I Closed-end Fund (MSD)	0.8	$1.5M		215k	7.02	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRF)	0.8	$1.5M	-3%	32k	47.53	View chart
Ishares Tr Exchange Traded Fund (IVV)	0.8	$1.5M	-20%	2.3k	653.21	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDE)	0.8	$1.5M	-2%	39k	38.26	View chart
Nuveen Select Mat Mun Closed-end Fund (NIM)	0.8	$1.4M		153k	9.45	View chart
Alphabet Common / Ordinary Stock (GOOGL)	0.7	$1.4M	+26%	5.0k	287.56	View chart
Ishares Exchange Traded Fund (EEMV)	0.7	$1.4M		22k	64.73	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHM)	0.7	$1.3M	-3%	42k	30.96	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRFZ)	0.7	$1.3M		28k	45.87	View chart
First Tr Exch Traded Fd Iii Exchange Traded Fund (SDVD)	0.7	$1.3M		59k	21.70	View chart
Blackrock Corpor Hi Yld Fd I Closed-end Fund (HYT)	0.6	$1.2M	+6%	144k	8.52	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFR)	0.6	$1.1M		34k	33.77	View chart
Mcdonalds Corp Common / Ordinary Stock (MCD)	0.6	$1.1M	-23%	3.5k	310.79	View chart
Golub Cap Bdc Common / Ordinary Stock (GBDC)	0.6	$1.1M	+6%	84k	12.66	View chart
Vaneck Etf Trust Exchange Traded Fund (MOTI)	0.6	$1.1M	+2%	31k	34.15	View chart
Innovator Etfs Trust Exchange Traded Fund (QFLR)	0.5	$1.0M	-5%	31k	33.30	View chart
Capital Group Dividend Value Exchange Traded Fund (CGDV)	0.5	$1.0M	+8%	24k	42.54	View chart
Vaneck Etf Trust Exchange Traded Fund (MOAT)	0.5	$1.0M		11k	96.70	View chart
Invesco Value Mun Income Tr Closed-end Fund (IIM)	0.5	$996k		82k	12.16	View chart
Western Asset Invt Grade Opp Closed-end Fund (IGI)	0.5	$985k		61k	16.09	View chart
Blackrock Debt Strategies Closed-end Fund (DSU)	0.5	$985k	+2%	103k	9.59	View chart
Invesco Advantage Mun Income Closed-end Fund (VKI)	0.5	$984k		114k	8.66	View chart
Eaton Vance Mun Income Tr Closed-end Fund (EVN)	0.5	$979k		94k	10.41	View chart
The Alger Etf Trust Exchange Traded Fund (FRTY)	0.5	$971k		50k	19.48	View chart
Spdr Index Shs Fds Exchange Traded Fund (EFAX)	0.5	$956k	-3%	19k	49.77	View chart
Pimco High Income Closed-end Fund (PHK)	0.5	$953k		206k	4.63	View chart
Pimco Income Strategy Fd Ii Closed-end Fund (PFN)	0.5	$939k		136k	6.89	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPST)	0.5	$936k		19k	50.61	View chart
Amazon Common / Ordinary Stock (AMZN)	0.5	$916k	+44%	4.4k	208.27	View chart
Goldman Sachs Etf Tr Exchange Traded Fund (GPIX)	0.5	$913k	+22%	18k	50.04	View chart
Nuveen Amt Free Mun Cr Inc F Closed-end Fund (NVG)	0.5	$900k	-2%	73k	12.33	View chart
Hercules Capital Common / Ordinary Stock (HTGC)	0.5	$872k	+66%	59k	14.77	View chart
Invesco Municipal Trust Closed-end Fund (VKQ)	0.4	$845k		89k	9.52	View chart
Nuveen Amt Free Qlty Mun Closed-end Fund (NEA)	0.4	$834k		74k	11.23	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.4	$833k	-2%	1.4k	577.18	View chart
American Beacon Select Funds Exchange Traded Fund (MGNR)	0.4	$832k	-6%	16k	51.58	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPLV)	0.4	$826k		11k	73.14	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (BAB)	0.4	$802k		30k	26.96	View chart
Vanguard World Exchange Traded Fund (MGC)	0.4	$786k		3.3k	236.35	View chart
Innovator Etfs Trust Exchange Traded Fund (JULH)	0.4	$773k	+4%	31k	24.69	View chart
Innovator Etfs Trust Exchange Traded Fund (APRH)	0.4	$772k	+3%	32k	24.52	View chart
Guggenheim Taxable Municp Bo Closed-end Fund (GBAB)	0.4	$766k		53k	14.50	View chart
Innovator Etfs Trust Exchange Traded Fund (JANH)	0.4	$757k	+3%	32k	23.98	View chart
Innovator Etfs Trust Exchange Traded Fund (OCTH)	0.4	$752k		32k	23.48	View chart
Tcw Strategic Income Closed-end Fund (TSI)	0.4	$744k	+2%	166k	4.49	View chart
Nyli Mackay Definedterm Muni Closed-end Fund (MMD)	0.4	$725k		49k	14.85	View chart
Western Asset Inter Muni Closed-end Fund (SBI)	0.4	$706k		92k	7.68	View chart
Blackstone Common / Ordinary Stock (BX)	0.4	$698k	+202%	6.1k	114.99	View chart
Invesco Tr Invt Grade Muns Closed-end Fund (VGM)	0.4	$695k		70k	9.87	View chart
Innovator Etfs Trust Exchange Traded Fund (EPRF)	0.3	$674k	+2%	41k	16.59	View chart
Ares Management Corporation Common / Ordinary Stock (ARES)	0.3	$660k	NEW	6.0k	109.10	View chart
Alphabet Common / Ordinary Stock (GOOG)	0.3	$654k	+49%	2.3k	286.86	View chart
Nuveen Mun Cr Income Closed-end Fund (NZF)	0.3	$565k		46k	12.18	View chart
Energy Transfer Master Limited Partnership (ET)	0.3	$558k	-2%	29k	19.30	View chart
Pimco Mun Income Fd Ii Closed-end Fund (PML)	0.3	$554k		73k	7.57	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)	0.3	$522k	+2%	3.6k	145.02	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.3	$510k	+8%	2.5k	203.43	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPRE)	0.3	$508k		11k	48.07	View chart
Sixth Street Specialty Lendi Closed-end Fund (TSLX)	0.3	$501k	+177%	27k	18.38	View chart
Taiwan Semiconductor Manufac American Depository Receipts ADR (TSM)	0.3	$498k	+484%	1.5k	337.95	View chart
Global X Fds Exchange Traded Fund (XYLG)	0.3	$491k	+5%	19k	26.28	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (SPGP)	0.2	$472k	-11%	4.4k	107.62	View chart
Fidelity Covington Trust Exchange Traded Fund (FDEM)	0.2	$454k	-4%	14k	31.58	View chart
Union Pac Corp Common / Ordinary Stock (UNP)	0.2	$409k	+3%	1.7k	242.62	View chart
Welltower Closed-end REIT (WELL)	0.2	$396k	-26%	2.0k	197.71	View chart
Blackstone Mortgage Trust In Closed-end REIT (BXMT)	0.2	$394k	+5%	21k	19.15	View chart
Principal Exchange Traded Exchange Traded Fund (PREF)	0.2	$382k		20k	18.82	View chart
Pimco Etf Tr Exchange Traded Fund (SMMU)	0.2	$382k		7.6k	50.45	View chart
Carlyle Secured Lending Closed-end Fund (CGBD)	0.2	$381k	+99%	35k	10.94	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.2	$351k	+15%	2.1k	169.66	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (HELO)	0.2	$333k	+2%	5.2k	63.91	View chart
Visa Common / Ordinary Stock (V)	0.2	$331k	+109%	1.1k	302.24	View chart
V F Corp Common / Ordinary Stock (VFC)	0.2	$330k	-8%	19k	16.99	View chart
Blackrock Muniyild Qult Fd I Closed-end Fund (MQY)	0.2	$328k	NEW	30k	10.98	View chart
Kayne Anderson Energy Infrst Closed-end Fund (KYN)	0.2	$328k		23k	14.28	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.2	$323k	+2%	3.2k	100.17	View chart
Lam Research Corp Common / Ordinary Stock (LRCX)	0.2	$319k	+49%	1.5k	213.66	View chart
Chevron Corporation Common / Ordinary Stock (CVX)	0.2	$316k	+47%	1.5k	206.90	View chart
Us Bancorp Common / Ordinary Stock (USB)	0.2	$310k	-3%	6.0k	52.01	View chart
Meta Platforms Common / Ordinary Stock (META)	0.2	$310k	+1765%	541.00	572.13	View chart
Qualcomm Common / Ordinary Stock (QCOM)	0.2	$305k	-6%	2.4k	128.78	View chart
Altria Group Common / Ordinary Stock (MO)	0.2	$302k	+49%	4.6k	65.99	View chart
Truist Finl Corp Common / Ordinary Stock (TFC)	0.2	$301k		6.6k	45.97	View chart
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)	0.1	$286k	+146%	439.00	650.34	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	0.1	$283k	+2%	473.00	597.55	View chart
First Tr Exchange Traded Exchange Traded Fund (RDVY)	0.1	$280k		4.1k	68.28	View chart
Main Str Cap Corp Common / Ordinary Stock (MAIN)	0.1	$276k	NEW	5.2k	52.96	View chart
Capital Group Growth Etf Exchange Traded Fund (CGGR)	0.1	$272k	+23%	6.8k	40.19	View chart
Pimco Dynamic Income Closed-end Fund (PDI)	0.1	$267k		16k	17.11	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	0.1	$263k	+221%	1.1k	244.44	View chart
Walmart Common / Ordinary Stock (WMT)	0.1	$262k	+43%	2.1k	124.28	View chart
Abrdn Natl Mun Income Closed-end Fund (VFL)	0.1	$248k		25k	9.96	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JIRE)	0.1	$247k		3.3k	75.74	View chart
Philip Morris Intl Common / Ordinary Stock (PM)	0.1	$240k	+98%	1.5k	165.34	View chart
Global X Fds Exchange Traded Fund (SPFF)	0.1	$237k		27k	8.89	View chart
Rtx Corporation Common / Ordinary Stock (RTX)	0.1	$236k	+21%	1.2k	192.90	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.1	$207k	+41%	421.00	491.53	View chart
Vail Resorts Common / Ordinary Stock (MTN)	0.1	$205k		1.6k	128.32	View chart
First Tr Exchange Traded Exchange Traded Fund (SDVY)	0.1	$201k		5.1k	39.43	View chart
Asml Hldg Nv American Depository Receipts ADR (ASML)	0.1	$190k	+453%	144.00	1320.83	View chart
Ark Etf Tr Exchange Traded Fund (ARKG)	0.1	$189k		7.2k	26.42	View chart
Astrazeneca Common / Ordinary Stock (AZN)	0.1	$188k	NEW	955.00	197.22	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (EIPI)	0.1	$188k		8.4k	22.49	View chart
Xcel Energy Common / Ordinary Stock (XEL)	0.1	$186k		2.3k	79.44	View chart
Oneok Common / Ordinary Stock (OKE)	0.1	$185k		2.0k	90.39	View chart
Shell American Depository Receipts ADR (SHEL)	0.1	$184k	+81%	2.0k	93.00	View chart
Williams Sonoma Common / Ordinary Stock (WSM)	0.1	$183k	-49%	1.0k	182.33	View chart
Mckesson Corp Common / Ordinary Stock (MCK)	0.1	$182k	+3400%	210.00	865.36	View chart
Ishares Tr Exchange Traded Fund (ISCG)	0.1	$181k		3.3k	54.80	View chart
Eaton Vance Calif Mun Incom Closed-end Fund (CEV)	0.1	$181k		18k	10.06	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHX)	0.1	$179k	+1154%	7.0k	25.64	View chart
Duke Energy Corp Common / Ordinary Stock (DUK)	0.1	$178k	+36%	1.4k	130.94	View chart
Jpmorgan Chase & Co Common / Ordinary Stock (JPM)	0.1	$177k	+585%	603.00	294.16	View chart
Pimco Calif Mun Income Closed-end Fund (PCQ)	0.1	$176k		21k	8.58	View chart
Coinbase Global Common / Ordinary Stock (COIN)	0.1	$175k	NEW	1.0k	174.61	View chart
Netflix Common / Ordinary Stock (NFLX)	0.1	$172k	+192%	1.8k	96.15	View chart
Cisco Sys Common / Ordinary Stock (CSCO)	0.1	$168k	+162%	2.2k	77.59	View chart
Novartis American Depository Receipts ADR (NVS)	0.1	$166k	+1548%	1.1k	152.75	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (RWJ)	0.1	$165k		3.3k	50.48	View chart
Disney Walt Common / Ordinary Stock (DIS)	0.1	$165k	-33%	1.7k	96.38	View chart
Crispr Therapeutics Common / Ordinary Stock (CRSP)	0.1	$161k		3.4k	47.57	View chart
Oracle Corp Common / Ordinary Stock (ORCL)	0.1	$153k	+26%	1.0k	147.11	View chart
Nextera Energy Common / Ordinary Stock (NEE)	0.1	$153k	+17%	1.6k	92.88	View chart
Prologis Closed-end REIT (PLD)	0.1	$152k	+16%	1.2k	132.18	View chart
Applovin Corp Common / Ordinary Stock (APP)	0.1	$151k	+726%	380.00	398.00	View chart
Danaher Corp Del Common / Ordinary Stock (DHR)	0.1	$151k	+23%	795.00	189.60	View chart
Adobe Common / Ordinary Stock (ADBE)	0.1	$150k	+3%	618.00	243.08	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIV)	0.1	$150k	+371%	3.6k	41.56	View chart
Corning Common / Ordinary Stock (GLW)	0.1	$145k	+433%	1.1k	135.97	View chart
Stryker Corporation Common / Ordinary Stock (SYK)	0.1	$141k	+57%	429.00	328.59	View chart
Western Digital Corp Common / Ordinary Stock (WDC)	0.1	$140k	+2495%	519.00	270.49	View chart
Verizon Communications Common / Ordinary Stock (VZ)	0.1	$140k	+15%	2.8k	50.20	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIM)	0.1	$140k	+555%	3.1k	45.55	View chart
Ge Vernova Common / Ordinary Stock (GEV)	0.1	$140k	+1677%	160.00	872.90	View chart
Linde Common / Ordinary Stock (LIN)	0.1	$139k	+13950%	281.00	495.76	View chart
Unitedhealth Group Common / Ordinary Stock (UNH)	0.1	$138k	+53%	510.00	270.59	View chart
Regeneron Pharmaceuticals Common / Ordinary Stock (REGN)	0.1	$138k		178.00	772.64	View chart
Nebius Group Common / Ordinary Stock (NBIS)	0.1	$134k	+5275%	1.3k	103.76	View chart
Robinhood Mkts Common / Ordinary Stock (HOOD)	0.1	$128k	+1608%	1.8k	69.30	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFQ)	0.1	$122k	+3%	3.5k	35.32	View chart
Zions Bancorporation Natl As Common / Ordinary Stock (ZION)	0.1	$120k	+3%	2.1k	57.62	View chart
Lockheed Martin Corp Common / Ordinary Stock (LMT)	0.1	$120k	+32%	198.00	604.39	View chart
Broadcom Common / Ordinary Stock (AVGO)	0.1	$119k	+638%	384.00	309.51	View chart
Fedex Corp Common / Ordinary Stock (FDX)	0.1	$119k	+9%	333.00	356.18	View chart
Talen Energy Corp Common / Ordinary Stock (TLN)	0.1	$116k	+5933%	362.00	319.23	View chart
Sea American Depository Shares - ADS (SE)	0.1	$115k	+2032%	1.4k	82.81	View chart
Cardinal Health Common / Ordinary Stock (CAH)	0.1	$110k	+422%	522.00	211.31	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIQ)	0.1	$106k	+120%	2.9k	36.41	View chart
Costco Wholesale Corporation Common / Ordinary Stock (COST)	0.1	$106k	+1077%	106.00	996.43	View chart
Zoom Communications Common / Ordinary Stock (ZM)	0.1	$106k		1.3k	80.39	View chart
Ark Etf Tr Exchange Traded Fund (ARKW)	0.1	$106k		875.00	120.61	View chart
First Tr Exchange-traded Exchange Traded Fund (SKYY)	0.1	$105k	-36%	963.00	109.36	View chart
Innovator Etfs Trust Exchange Traded Fund (EJUL)	0.1	$104k		3.5k	29.89	View chart
Ge Aerospace Common / Ordinary Stock (GE)	0.1	$103k	+1356%	364.00	283.77	View chart
Ase Technology Hldg American Depository Receipts ADR (ASX)	0.1	$103k	+976%	4.7k	21.68	View chart
Williams Cos Common / Ordinary Stock (WMB)	0.1	$102k	-17%	1.4k	72.78	View chart
Cencora Common / Ordinary Stock (COR)	0.1	$102k	+5300%	324.00	314.14	View chart
Ferrari N V Common / Ordinary Stock (RACE)	0.1	$102k	+934%	300.00	338.45	View chart
Pacer Fds Tr Exchange Traded Fund (CALF)	0.1	$101k		2.3k	44.87	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHF)	0.1	$100k		4.1k	24.75	View chart
Corteva Common / Ordinary Stock (CTVA)	0.1	$100k	+5600%	1.2k	83.71	View chart
Innovator Etfs Trust Exchange Traded Fund (IJAN)	0.1	$100k		2.8k	36.28	View chart
Berkshire Hathaway Inc Del Common / Ordinary Stock (BRK.B)	0.1	$99k	+87%	206.00	479.20	View chart
Vertex Pharmaceuticals Common / Ordinary Stock (VRTX)	0.1	$97k	+3000%	217.00	446.54	View chart
Ross Stores Common / Ordinary Stock (ROST)	0.1	$96k	+7316%	445.00	216.63	View chart
Vanguard Index Fds Exchange Traded Fund (VUG)	0.0	$96k		220.00	436.79	View chart
Ww Grainger Common / Ordinary Stock (GWW)	0.0	$96k	NEW	88.00	1090.81	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHA)	0.0	$96k	+681%	3.3k	29.08	View chart
Vaneck Etf Trust Exchange Traded Fund (NLR)	0.0	$95k	+35%	712.00	133.19	View chart
Lowes Cos Common / Ordinary Stock (LOW)	0.0	$95k	+4900%	400.00	236.28	View chart
BP American Depository Receipts ADR (BP)	0.0	$94k	+72%	2.0k	47.00	View chart
First Tr Exchange-traded Exchange Traded Fund (CIBR)	0.0	$94k	+39%	1.5k	62.68	View chart
Intuitive Surgical Common / Ordinary Stock (ISRG)	0.0	$93k	+2133%	201.00	460.99	View chart
Barclays American Depository Receipts ADR (BCS)	0.0	$90k	+2359%	4.3k	21.16	View chart
Marriott Intl Common / Ordinary Stock (MAR)	0.0	$88k		268.00	327.07	View chart
Simplify Exchange Traded Fun Exchange Traded Fund (SVOL)	0.0	$87k	+2%	5.7k	15.34	View chart
Sap Se American Depository Receipts ADR (SAP)	0.0	$87k	+136%	510.00	171.21	View chart
Icici Bank American Depository Receipts ADR (IBN)	0.0	$87k	+2589%	3.4k	25.90	View chart
British Amern Tob American Depository Shares - ADS (BTI)	0.0	$87k	+1342%	1.5k	58.47	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.0	$87k	+1656%	720.00	120.29	View chart
Ishares Exchange Traded Fund (IEMG)	0.0	$86k		1.2k	69.75	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	0.0	$85k		264.00	320.81	View chart
Gallagher Arthur J & Co Common / Ordinary Stock (AJG)	0.0	$85k	+1761%	391.00	216.58	View chart
Emerson Elec Common / Ordinary Stock (EMR)	0.0	$84k	+6%	641.00	131.02	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.0	$84k	+213%	91.00	919.77	View chart
Johnson Controls Internation Common / Ordinary Stock (JCI)	0.0	$84k	NEW	639.00	130.95	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.0	$82k	+6125%	498.00	164.57	View chart
Shopify Common / Ordinary Stock (SHOP)	0.0	$82k	+1762%	689.00	118.62	View chart
Mastercard Incorporated Common / Ordinary Stock (MA)	0.0	$81k	+1250%	162.00	499.66	View chart
Amgen Common / Ordinary Stock (AMGN)	0.0	$81k	+4500%	230.00	351.85	View chart
Vertiv Holdings Common / Ordinary Stock (VRT)	0.0	$76k	NEW	304.00	250.58	View chart
Cloudflare Common / Ordinary Stock (NET)	0.0	$74k	+17900%	360.00	206.34	View chart
Coca Cola Common / Ordinary Stock (KO)	0.0	$73k	NEW	965.00	76.05	View chart
Totalenergies Se Common / Ordinary Stock (TTE)	0.0	$73k	NEW	802.00	90.98	View chart
Illumina Common / Ordinary Stock (ILMN)	0.0	$73k	+7287%	591.00	123.26	View chart
Nu Hldgs Common / Ordinary Stock (NU)	0.0	$73k	+1584%	5.1k	14.37	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.0	$72k	+32%	396.00	182.18	View chart
At&t Common / Ordinary Stock (T)	0.0	$71k	+44%	2.4k	28.99	View chart
Target Corp Common / Ordinary Stock (TGT)	0.0	$70k	+16%	580.00	121.20	View chart
Procter & Gamble Common / Ordinary Stock (PG)	0.0	$70k	+83%	485.00	144.44	View chart
Natera Common / Ordinary Stock (NTRA)	0.0	$70k	NEW	350.00	199.99	View chart
Medtronic Common / Ordinary Stock (MDT)	0.0	$70k	+160%	807.00	86.65	View chart
Wisdomtree Tr Exchange Traded Fund (DEM)	0.0	$69k	-10%	1.4k	49.69	View chart
Tjx Cos Common / Ordinary Stock (TJX)	0.0	$69k	NEW	429.00	159.70	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$68k	-66%	1.1k	61.18	View chart
Flex Lng Common / Ordinary Stock (FLNG)	0.0	$67k		2.3k	29.71	View chart
Toyota Motor Corp American Depository Receipts ADR (TM)	0.0	$64k	+7700%	312.00	206.09	View chart
First Tr Exchange-traded Exchange Traded Fund (QQEW)	0.0	$64k		500.00	126.97	View chart
Principal Financial Group In Common / Ordinary Stock (PFG)	0.0	$63k		700.00	90.11	View chart
Innovator Etfs Trust Exchange Traded Fund (BJAN)	0.0	$63k		1.2k	53.33	View chart
Freeport Mcmoran Common / Ordinary Stock (FCX)	0.0	$63k	NEW	1.1k	58.78	View chart
Simplify Exchange Traded Fun Exchange Traded Fund (HIGH)	0.0	$62k		2.9k	21.34	View chart
Crowdstrike Hldgs Common / Ordinary Stock (CRWD)	0.0	$62k	+1887%	159.00	390.41	View chart
Novo-nordisk A S American Depository Receipts ADR (NVO)	0.0	$62k	+56%	1.7k	36.75	View chart
Docusign Common / Ordinary Stock (DOCU)	0.0	$62k		1.3k	47.41	View chart
Lpl Finl Hldgs Common / Ordinary Stock (LPLA)	0.0	$61k	+1260%	204.00	300.83	View chart
Home Depot Common / Ordinary Stock (HD)	0.0	$61k	+72%	186.00	328.89	View chart
Analog Devices Common / Ordinary Stock (ADI)	0.0	$61k	+9500%	192.00	318.14	View chart
Abbvie Common / Ordinary Stock (ABBV)	0.0	$61k	-66%	278.00	217.49	View chart
Innovator Etfs Trust Exchange Traded Fund (NFEB)	0.0	$59k		2.2k	27.39	View chart
Vanguard World Exchange Traded Fund (VOX)	0.0	$59k		330.00	179.84	View chart
S&p Global Common / Ordinary Stock (SPGI)	0.0	$58k	+4466%	137.00	425.34	View chart

Past Filings by Whipplewood Advisors

SEC 13F filings are viewable for Whipplewood Advisors going back to 2025

Whipplewood Advisors 2026 Q1 filed April 30, 2026
Whipplewood Advisors 2025 Q4 filed Feb. 17, 2026
Whipplewood Advisors 2025 Q3 filed Nov. 6, 2025
Whipplewood Advisors 2025 Q2 filed July 31, 2025
Whipplewood Advisors 2025 Q1 filed April 10, 2025

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