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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, NPFE, JPLD, MTUM, VIG, and represent 28.72% of Whipplewood Advisors's stock portfolio.
Added to shares of these 10 stocks: Sei Exchange Traded Funds, BXSL, ARCC, HTGC, GBDC, ARES, PAAA, BX, AMAT, TSLX.
Started 8 new stock positions in DD, PAAA, HONA, CCL, HON, Wise Group Plc Ord Shs Class A, Sei Exchange Traded Funds, CWEN.
Reduced shares in these 10 stocks: TSLA, RDVI, ARKK, NVDA, ALAI, SFLR, JPLD, AAPL, GOOGL, BALT.
Sold out of its positions in ABM, AGCO, ANGI, ARKG, ARKW, ARKF, ASTS, AEG, AFRM, ALK.
Whipplewood Advisors was a net seller of stock by $-61M.
Whipplewood Advisors has $149M in assets under management (AUM), dropping by -22.90%.
Central Index Key (CIK): 0002052510

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Portfolio Holdings for Whipplewood Advisors

Whipplewood Advisors holds 636 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Whipplewood Advisors has 636 total positions. Only the first 250 positions are shown.

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Download the Whipplewood Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Exchange Traded Fund (JAAA)	11.1	$17M	-4%	327k	50.49	View chart
Elevation Series Trust Exchange Traded Fund (NPFE)	8.2	$12M	-2%	438k	27.77	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)	4.1	$6.0M	-23%	116k	52.19	View chart
Ishares Tr Exchange Traded Fund (MTUM)	2.7	$4.0M	-12%	12k	342.83	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	2.7	$3.9M	-3%	17k	236.62	View chart
Western Asset Premier Bd Closed-end Fund (WEA)	2.6	$3.8M	-3%	357k	10.65	View chart
Innovator Etfs Trust Exchange Traded Fund (BALT)	2.3	$3.4M	-31%	98k	34.27	View chart
Ares Capital Corp Closed-end Fund (ARCC)	2.2	$3.3M	+38%	178k	18.53	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	2.1	$3.1M	-15%	44k	71.25	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)	2.1	$3.1M	-4%	33k	93.38	View chart
Blackstone Secd Lending Common / Ordinary Stock (BXSL)	1.9	$2.9M	+46%	121k	23.71	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VT)	1.8	$2.7M	-4%	17k	156.95	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDF)	1.8	$2.7M	-11%	51k	52.76	View chart
Apple Common / Ordinary Stock (AAPL)	1.5	$2.2M	-43%	7.7k	289.36	View chart
Enterprise Prods Partners L Master Limited Partnership (EPD)	1.5	$2.2M		60k	36.76	View chart
Ab Active Etfs Exchange Traded Fund (TAFI)	1.5	$2.2M	+9%	86k	25.22	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPI)	1.5	$2.2M		39k	56.48	View chart
Flaherty & Crumrine Dynamic Closed-end Fund (DFP)	1.3	$1.9M		93k	20.67	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDX)	1.2	$1.8M	-2%	58k	31.10	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VWO)	1.1	$1.7M	-10%	28k	59.69	View chart
Ishares Tr Exchange Traded Fund (IVV)	1.1	$1.6M	-4%	2.2k	748.89	View chart
Ishares Exchange Traded Fund (EEMV)	1.0	$1.5M	-7%	21k	75.28	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPQ)	1.0	$1.5M	-45%	25k	61.46	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRF)	1.0	$1.5M	-12%	28k	54.03	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRFZ)	1.0	$1.5M	-6%	26k	55.77	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHM)	1.0	$1.5M	-6%	40k	36.87	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDE)	1.0	$1.5M	-6%	37k	39.68	View chart
Golub Cap Bdc Common / Ordinary Stock (GBDC)	1.0	$1.4M	+33%	112k	12.88	View chart
Nuveen Select Mat Mun Closed-end Fund (NIM)	1.0	$1.4M		151k	9.42	View chart
Hercules Capital Common / Ordinary Stock (HTGC)	0.9	$1.3M	+41%	84k	15.77	View chart
Sei Exchange Traded Funds Exchange Traded Fund	0.9	$1.3M	NEW	51k	25.17	View chart
Vaneck Etf Trust Exchange Traded Fund (MOTI)	0.8	$1.2M	+11%	35k	33.25	View chart
Blackrock Corpor Hi Yld Fd I Closed-end Fund (HYT)	0.8	$1.1M	-9%	131k	8.56	View chart
Invesco Advantage Mun Income Closed-end Fund (VKI)	0.7	$1.1M		113k	9.48	View chart
Spdr Index Shs Fds Exchange Traded Fund (EFAX)	0.7	$1.1M	+2%	20k	54.12	View chart
Eaton Vance Mun Income Tr Closed-end Fund (EVN)	0.7	$1.1M		94k	11.26	View chart
Invesco Value Mun Income Tr Closed-end Fund (IIM)	0.7	$1.0M		81k	12.73	View chart
Vaneck Etf Trust Exchange Traded Fund (MOAT)	0.7	$1.0M	-6%	9.7k	103.96	View chart
Blackstone Common / Ordinary Stock (BX)	0.7	$1.0M	+39%	8.5k	117.67	View chart
Ares Management Corporation Common / Ordinary Stock (ARES)	0.7	$978k	+45%	8.8k	111.31	View chart
Nuveen Amt Free Mun Cr Inc F Closed-end Fund (NVG)	0.6	$961k	+2%	75k	12.80	View chart
Blackrock Debt Strategies Closed-end Fund (DSU)	0.6	$960k	-3%	99k	9.70	View chart
Pimco Income Strategy Fd Ii Closed-end Fund (PFN)	0.6	$956k		134k	7.13	View chart
Pimco High Income Closed-end Fund (PHK)	0.6	$942k		202k	4.66	View chart
Western Asset Invt Grade Opp Closed-end Fund (IGI)	0.6	$942k	-4%	58k	16.11	View chart
Mcdonalds Corp Common / Ordinary Stock (MCD)	0.6	$900k	-3%	3.3k	270.31	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPLV)	0.6	$876k	+3%	12k	74.90	View chart
Invesco Municipal Trust Closed-end Fund (VKQ)	0.6	$875k		87k	10.04	View chart
Nuveen Amt Free Qlty Mun Closed-end Fund (NEA)	0.6	$867k		74k	11.74	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.6	$851k	-19%	1.2k	736.40	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPST)	0.6	$822k	-12%	16k	50.57	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	0.6	$820k	-54%	2.2k	373.02	View chart
Vanguard World Exchange Traded Fund (MGC)	0.5	$812k	-10%	3.0k	273.63	View chart
Nyli Mackay Definedterm Muni Closed-end Fund (MMD)	0.5	$789k	+4%	51k	15.50	View chart
Innovator Etfs Trust Exchange Traded Fund (JANH)	0.5	$785k		32k	24.72	View chart
Innovator Etfs Trust Exchange Traded Fund (APRH)	0.5	$782k		31k	24.93	View chart
Innovator Etfs Trust Exchange Traded Fund (JULH)	0.5	$781k		31k	24.90	View chart
Innovator Etfs Trust Exchange Traded Fund (OCTH)	0.5	$781k		33k	24.00	View chart
Guggenheim Taxable Municp Bo Closed-end Fund (GBAB)	0.5	$757k		52k	14.46	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (BAB)	0.5	$754k	-5%	28k	26.84	View chart
Tcw Strategic Income Closed-end Fund (TSI)	0.5	$753k		167k	4.51	View chart
Invesco Tr Invt Grade Muns Closed-end Fund (VGM)	0.5	$737k		70k	10.60	View chart
Western Asset Inter Muni Closed-end Fund (SBI)	0.5	$720k		91k	7.87	View chart
Sixth Street Specialty Lendi Closed-end Fund (TSLX)	0.5	$696k	+48%	41k	17.17	View chart
Innovator Etfs Trust Exchange Traded Fund (EPRF)	0.5	$684k	+2%	42k	16.48	View chart
Goldman Sachs Etf Tr Exchange Traded Fund (GPIX)	0.4	$628k	-38%	11k	55.57	View chart
First Tr Exchange-traded Exchange Traded Fund (RDVI)	0.4	$625k	-85%	21k	29.40	View chart
Pimco Mun Income Fd Ii Closed-end Fund (PML)	0.4	$584k	+4%	77k	7.61	View chart
Nuveen Mun Cr Income Closed-end Fund (NZF)	0.4	$573k	-2%	45k	12.68	View chart
Energy Transfer Master Limited Partnership (ET)	0.4	$553k		29k	19.12	View chart
Carlyle Secured Lending Closed-end Fund (CGBD)	0.4	$546k	+48%	52k	10.53	View chart
Global X Fds Exchange Traded Fund (XYLG)	0.4	$541k		19k	28.83	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (SPGP)	0.4	$540k		4.4k	122.29	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)	0.4	$526k	-14%	3.1k	170.14	View chart
Morgan Stanley Emkt Dbt Fd I Closed-end Fund (MSD)	0.3	$507k	-67%	69k	7.30	View chart
Fidelity Covington Trust Exchange Traded Fund (FDEM)	0.3	$497k	-4%	14k	36.33	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPRE)	0.3	$463k	-16%	8.9k	52.18	View chart
Ark Etf Tr Exchange Traded Fund (ARKK)	0.3	$463k	-86%	5.7k	80.82	View chart
Union Pac Corp Common / Ordinary Stock (UNP)	0.3	$419k	-8%	1.5k	272.00	View chart
Main Str Cap Corp Common / Ordinary Stock (MAIN)	0.3	$418k	+54%	8.1k	51.88	View chart
American Beacon Select Funds Exchange Traded Fund (MGNR)	0.3	$401k	-48%	8.3k	48.55	View chart
Welltower Closed-end REIT (WELL)	0.3	$385k	-15%	1.7k	226.97	View chart
Pimco Etf Tr Exchange Traded Fund (SMMU)	0.3	$385k		7.6k	50.50	View chart
Blackrock Muniyild Qult Fd I Closed-end Fund (MQY)	0.3	$382k	+10%	33k	11.60	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.2	$346k	-11%	2.8k	121.42	View chart
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)	0.2	$326k		437.00	746.77	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	0.2	$321k		468.00	686.81	View chart
Blackstone Mortgage Trust In Closed-end REIT (BXMT)	0.2	$315k	-9%	19k	16.95	View chart
Applied Matls Common / Ordinary Stock (AMAT)	0.2	$303k	+310%	419.00	723.00	View chart
Pgim Etf Tr Exchange Traded Fund (PAAA)	0.2	$289k	NEW	5.6k	51.27	View chart
The Alger Etf Trust Exchange Traded Fund (ALAI)	0.2	$281k	-87%	6.2k	45.64	View chart
Abrdn Natl Mun Income Closed-end Fund (VFL)	0.2	$269k	+4%	26k	10.37	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JIRE)	0.2	$268k		3.2k	82.49	View chart
Global X Fds Exchange Traded Fund (SPFF)	0.2	$248k		26k	9.38	View chart
Amazon Common / Ordinary Stock (AMZN)	0.1	$207k	-80%	869.00	238.34	View chart
Eaton Vance Calif Mun Incom Closed-end Fund (CEV)	0.1	$197k	+4%	19k	10.52	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFR)	0.1	$196k	-84%	5.4k	36.53	View chart
Pimco Calif Mun Income Closed-end Fund (PCQ)	0.1	$192k	+4%	21k	8.97	View chart
Oracle Corp Common / Ordinary Stock (ORCL)	0.1	$186k	+21%	1.3k	146.55	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.1	$181k	-87%	312.00	580.91	View chart
Capital Group Growth Etf Exchange Traded Fund (CGGR)	0.1	$168k	-47%	3.6k	47.20	View chart
Principal Exchange Traded Exchange Traded Fund (PREF)	0.1	$161k	-58%	8.4k	19.06	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.1	$160k	-24%	319.00	501.36	View chart
Disney Walt Common / Ordinary Stock (DIS)	0.1	$153k	-7%	1.6k	96.25	View chart
Cisco Sys Common / Ordinary Stock (CSCO)	0.1	$121k	-52%	1.0k	117.46	View chart
Innovator Etfs Trust Exchange Traded Fund (SFLR)	0.1	$119k	-94%	3.1k	38.58	View chart
Adobe Common / Ordinary Stock (ADBE)	0.1	$113k	-11%	549.00	205.02	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHF)	0.1	$112k		4.1k	27.70	View chart
Nvidia Corporation Common / Ordinary Stock (NVDA)	0.1	$106k	-95%	532.00	200.09	View chart
Ishares Exchange Traded Fund (IEMG)	0.1	$103k		1.2k	82.84	View chart
Marriott Intl Common / Ordinary Stock (MAR)	0.1	$99k		268.00	370.59	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	0.1	$97k		262.00	370.04	View chart
Tesla Common / Ordinary Stock (TSLA)	0.1	$93k	-97%	221.00	420.60	View chart
First Tr Exchange-traded Exchange Traded Fund (CIBR)	0.1	$91k	-31%	1.0k	89.85	View chart
Innovator Etfs Trust Exchange Traded Fund (QFLR)	0.1	$91k	-91%	2.5k	36.48	View chart
Alphabet Common / Ordinary Stock (GOOGL)	0.1	$90k	-94%	253.00	357.37	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIV)	0.1	$89k	-48%	1.9k	48.00	View chart
Emerson Elec Common / Ordinary Stock (EMR)	0.1	$87k	-4%	609.00	143.15	View chart
Taiwan Semiconductor Manufac American Depository Receipts ADR (TSM)	0.1	$85k	-87%	178.00	477.57	View chart
Stryker Corporation Common / Ordinary Stock (SYK)	0.1	$84k	-37%	268.00	314.84	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIQ)	0.1	$83k	-27%	2.1k	39.41	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIM)	0.1	$81k	-53%	1.4k	56.15	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (HELO)	0.1	$79k	-77%	1.2k	67.58	View chart
Williams Cos Common / Ordinary Stock (WMB)	0.0	$74k	-28%	999.00	74.34	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$69k	+3%	2.0k	33.84	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIE)	0.0	$68k	+273%	1.9k	35.49	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$65k	-5%	1.1k	61.96	View chart
Barings Corporate Invs Closed-end Fund (MCI)	0.0	$65k	+40%	3.7k	17.56	View chart
Berkshire Hathaway Inc Del Common / Ordinary Stock (BRK.B)	0.0	$65k	-37%	129.00	500.39	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFQ)	0.0	$64k	-52%	1.6k	39.27	View chart
Unitedhealth Group Common / Ordinary Stock (UNH)	0.0	$63k	-70%	152.00	415.63	View chart
Flex Lng Common / Ordinary Stock (FLNG)	0.0	$63k		2.3k	28.06	View chart
Vanguard World Exchange Traded Fund (VOX)	0.0	$61k		330.00	183.95	View chart
Vaneck Etf Trust Exchange Traded Fund (NLR)	0.0	$58k	-29%	499.00	115.98	View chart
Truist Finl Corp Common / Ordinary Stock (TFC)	0.0	$56k	-82%	1.1k	49.82	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (PSCT)	0.0	$55k		600.00	92.41	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (YSEP)	0.0	$53k	-11%	1.9k	27.54	View chart
First Tr Exchange-traded Exchange Traded Fund (SDVD)	0.0	$53k	-96%	2.3k	23.09	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.0	$52k	-21%	310.00	169.05	View chart
Xylem Common / Ordinary Stock (XYL)	0.0	$52k		443.00	118.21	View chart
International Business Machs Common / Ordinary Stock (IBM)	0.0	$52k	-14%	186.00	281.21	View chart
Ase Technology Hldg American Depository Receipts ADR (ASX)	0.0	$51k	-75%	1.1k	45.12	View chart
Corning Common / Ordinary Stock (GLW)	0.0	$51k	-81%	200.00	255.43	View chart
Oneok Common / Ordinary Stock (OKE)	0.0	$47k	-73%	544.00	86.94	View chart
Alphabet Common / Ordinary Stock (GOOG)	0.0	$45k	-94%	128.00	353.33	View chart
Cvs Health Corp Common / Ordinary Stock (CVS)	0.0	$45k	-22%	432.00	103.45	View chart
Innovator Etfs Trust Exchange Traded Fund (EOCT)	0.0	$44k	-14%	1.3k	34.16	View chart
Novartis American Depository Receipts ADR (NVS)	0.0	$44k	-74%	278.00	156.72	View chart
Itt Common / Ordinary Stock (ITT)	0.0	$43k	-4%	218.00	197.76	View chart
Robinhood Mkts Common / Ordinary Stock (HOOD)	0.0	$43k	-77%	424.00	100.28	View chart
Nebius Group Common / Ordinary Stock (NBIS)	0.0	$41k	-88%	149.00	276.17	View chart
Procter & Gamble Common / Ordinary Stock (PG)	0.0	$41k	-42%	278.00	146.64	View chart
Visa Common / Ordinary Stock (V)	0.0	$40k	-89%	115.00	343.09	View chart
At&t Common / Ordinary Stock (T)	0.0	$39k	-22%	1.9k	20.70	View chart
Agnico Eagle Mines Common / Ordinary Stock (AEM)	0.0	$39k		250.00	155.13	View chart
Philip Morris Intl Common / Ordinary Stock (PM)	0.0	$38k	-85%	212.00	180.91	View chart
First Tr Exchange-traded Exchange Traded Fund (SKYY)	0.0	$38k	-70%	285.00	134.56	View chart
Johnson & Johnson Common / Ordinary Stock (JNJ)	0.0	$37k	-86%	147.00	253.97	View chart
Meta Platforms Common / Ordinary Stock (META)	0.0	$37k	-87%	66.00	563.29	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIS)	0.0	$35k	+183%	1.0k	33.54	View chart
Talen Energy Corp Common / Ordinary Stock (TLN)	0.0	$33k	-76%	85.00	384.26	View chart
Morgan Stanley Common / Ordinary Stock (MS)	0.0	$33k	-68%	156.00	209.04	View chart
Capital Group International Exchange Traded Fund (CGIE)	0.0	$31k		850.00	36.78	View chart
The Alger Etf Trust Exchange Traded Fund (FRTY)	0.0	$30k	-97%	1.2k	24.82	View chart
Johnson Controls Internation Common / Ordinary Stock (JCI)	0.0	$30k	-67%	208.00	146.11	View chart
Astera Labs Common / Ordinary Stock (ALAB)	0.0	$30k	-80%	61.00	483.02	View chart
Cencora Common / Ordinary Stock (COR)	0.0	$29k	-68%	103.00	282.98	View chart
Ross Stores Common / Ordinary Stock (ROST)	0.0	$28k	-70%	133.00	212.85	View chart
Astrazeneca Common / Ordinary Stock (AZN)	0.0	$28k	-84%	149.00	189.62	View chart
Compass Common / Ordinary Stock (COMP)	0.0	$28k	-2%	2.3k	12.33	View chart
Lowes Cos Common / Ordinary Stock (LOW)	0.0	$28k	-68%	125.00	220.49	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEEM)	0.0	$27k	+213%	677.00	40.10	View chart
Old Rep Intl Corp Common / Ordinary Stock (ORI)	0.0	$27k	-2%	650.00	40.92	View chart
Eli Lilly & Co Common / Ordinary Stock (LLY)	0.0	$26k	-75%	22.00	1199.41	View chart
Vanguard World Exchange Traded Fund (EDV)	0.0	$26k		404.00	65.08	View chart
Ww Grainger Common / Ordinary Stock (GWW)	0.0	$26k	-78%	19.00	1360.42	View chart
British Amern Tob American Depository Shares - ADS (BTI)	0.0	$26k	-72%	413.00	61.76	View chart
Abbvie Common / Ordinary Stock (ABBV)	0.0	$25k	-63%	101.00	251.64	View chart
Barclays American Depository Receipts ADR (BCS)	0.0	$25k	-78%	914.00	26.86	View chart
State Str Corp Common / Ordinary Stock (STT)	0.0	$24k	-47%	142.00	169.60	View chart
Pepsico Common / Ordinary Stock (PEP)	0.0	$24k	-40%	176.00	135.40	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHE)	0.0	$24k		652.00	36.26	View chart
Conocophillips Common / Ordinary Stock (COP)	0.0	$23k	-30%	225.00	103.96	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.0	$23k	-43%	281.00	82.64	View chart
Jpmorgan Chase & Co Common / Ordinary Stock (JPM)	0.0	$23k	-88%	70.00	327.33	View chart
Linde Common / Ordinary Stock (LIN)	0.0	$23k	-84%	44.00	518.93	View chart
Barings Partn Invs Closed-end Fund (MPV)	0.0	$23k	+2%	1.3k	16.84	View chart
Abrdn Etfs Exchange Traded Fund (BCD)	0.0	$22k	-4%	655.00	34.15	View chart
Merck & Co Common / Ordinary Stock (MRK)	0.0	$22k	-76%	169.00	128.50	View chart
First Tr Exchange Traded Exchange Traded Fund (SDVY)	0.0	$22k	-90%	500.00	43.14	View chart
Western Digital Corp Common / Ordinary Stock (WDC)	0.0	$21k	-93%	33.00	638.73	View chart
Analog Devices Common / Ordinary Stock (ADI)	0.0	$21k	-72%	52.00	397.17	View chart
Walmart Common / Ordinary Stock (WMT)	0.0	$20k	-91%	177.00	113.26	View chart
Owens Corning Common / Ordinary Stock (OC)	0.0	$20k	-33%	125.00	158.96	View chart
Fastenal Common / Ordinary Stock (FAST)	0.0	$19k	-57%	400.00	48.03	View chart
Coca Cola Common / Ordinary Stock (KO)	0.0	$19k	-75%	236.00	81.27	View chart
Ishares Tr Exchange Traded Fund (DGRO)	0.0	$19k		249.00	75.79	View chart
Sysco Corp Common / Ordinary Stock (SYY)	0.0	$19k	-60%	221.00	83.58	View chart
Listed Fds Tr Exchange Traded Fund (METV)	0.0	$19k		1.0k	18.45	View chart
Vanguard Index Fds Exchange Traded Fund (VV)	0.0	$18k		53.00	343.91	View chart
Chevron Corporation Common / Ordinary Stock (CVX)	0.0	$18k	-92%	109.00	165.76	View chart
Bank Of Amer Corp Common / Ordinary Stock (BAC)	0.0	$18k	-67%	317.00	56.98	View chart
Applovin Corp Common / Ordinary Stock (APP)	0.0	$18k	-90%	35.00	515.23	View chart
Amgen Common / Ordinary Stock (AMGN)	0.0	$18k	-78%	49.00	362.12	View chart
Flaherty & Crumrine Pfd Inco Closed-end Fund (PFD)	0.0	$17k	-58%	1.5k	11.63	View chart
Mckesson Corp Common / Ordinary Stock (MCK)	0.0	$17k	-89%	23.00	755.61	View chart
Lam Research Corp Common / Ordinary Stock (LRCX)	0.0	$17k	-97%	40.00	433.32	View chart
Ferrari N V Common / Ordinary Stock (RACE)	0.0	$17k	-84%	46.00	372.28	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (PIE)	0.0	$17k		505.00	33.40	View chart
Global X Fds Exchange Traded Fund (RYLD)	0.0	$17k		1.1k	15.99	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHX)	0.0	$16k	-92%	550.00	29.43	View chart
Ishares Exchange Traded Fund (HEEM)	0.0	$16k		358.00	44.73	View chart
Mastercard Incorporated Common / Ordinary Stock (MA)	0.0	$16k	-80%	31.00	513.61	View chart
Altria Group Common / Ordinary Stock (MO)	0.0	$16k	-95%	221.00	71.95	View chart
Ing Groep American Depository Receipts ADR (ING)	0.0	$16k	-76%	495.00	31.38	View chart
Microchip Technology Common / Ordinary Stock (MCHP)	0.0	$15k	-73%	168.00	91.20	View chart
Totalenergies Se Common / Ordinary Stock (TTE)	0.0	$15k	-75%	196.00	77.76	View chart
Shell American Depository Receipts ADR (SHEL)	0.0	$15k	-90%	190.00	77.54	View chart
Rb Global Common / Ordinary Stock (RBA)	0.0	$14k	-39%	122.00	116.45	View chart
Crowdstrike Hldgs Common / Ordinary Stock (CRWD)	0.0	$14k	-88%	18.00	763.17	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.0	$13k	-41%	544.00	24.55	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHA)	0.0	$13k	-88%	367.00	36.13	View chart
Sea American Depository Shares - ADS (SE)	0.0	$13k	-90%	137.00	95.83	View chart
Marvell Technology Common / Ordinary Stock (MRVL)	0.0	$13k	-53%	44.00	297.89	View chart
Coherent Corp Common / Ordinary Stock (COHR)	0.0	$13k	-63%	33.00	394.48	View chart
Marsh & Mclennan Cos Common / Ordinary Stock (MRSH)	0.0	$13k	-74%	78.00	166.67	View chart
Capital Group Dividend Value Exchange Traded Fund (CGDV)	0.0	$13k	-98%	263.00	49.28	View chart
L3harris Technologies Common / Ordinary Stock (LHX)	0.0	$13k	-25%	44.00	290.59	View chart
Cadence Design System Common / Ordinary Stock (CDNS)	0.0	$13k	-63%	34.00	375.32	View chart
Micron Technology Common / Ordinary Stock (MU)	0.0	$13k	-35%	11.00	1154.27	View chart
Nrg Energy Common / Ordinary Stock (NRG)	0.0	$12k	-68%	85.00	146.06	View chart
Broadcom Common / Ordinary Stock (AVGO)	0.0	$12k	-91%	32.00	377.75	View chart
General Dynamics Corp Common / Ordinary Stock (GD)	0.0	$12k	-53%	34.00	354.24	View chart
Netflix Common / Ordinary Stock (NFLX)	0.0	$12k	-90%	163.00	71.40	View chart
Exxon Mobil Corp Common / Ordinary Stock (XOM)	0.0	$12k	-95%	85.00	136.72	View chart
Coca-cola Europacific Partne Common / Ordinary Stock (CCEP)	0.0	$12k	-70%	115.00	100.07	View chart
Datadog Common / Ordinary Stock (DDOG)	0.0	$11k	-52%	43.00	260.35	View chart
Servicenow Common / Ordinary Stock (NOW)	0.0	$11k	-78%	111.00	99.28	View chart
Chubb Common / Ordinary Stock (CB)	0.0	$11k	-54%	32.00	340.75	View chart
Warner Bros Discovery Common / Ordinary Stock (WBD)	0.0	$11k	-12%	408.00	26.66	View chart
Sei Exchange Traded Funds Exchange Traded Fund (QALT)	0.0	$11k		405.00	26.54	View chart
Intuitive Surgical Common / Ordinary Stock (ISRG)	0.0	$11k	-86%	27.00	397.67	View chart
Rtx Corporation Common / Ordinary Stock (RTX)	0.0	$11k	-95%	56.00	189.73	View chart
Ge Vernova Common / Ordinary Stock (GEV)	0.0	$11k	-94%	9.00	1174.89	View chart
Service Corp Intl Common / Ordinary Stock (SCI)	0.0	$11k	-47%	139.00	75.96	View chart
Arista Networks Common / Ordinary Stock (ANET)	0.0	$10k	-86%	60.00	169.88	View chart
Sap Se American Depository Receipts ADR (SAP)	0.0	$10k	-87%	66.00	154.11	View chart
Spotify Technology S A Common / Ordinary Stock (SPOT)	0.0	$10k	-67%	22.00	459.14	View chart
Coca-cola Femsa Sab De Cv American Depository Receipts ADR (KOF)	0.0	$9.8k	-78%	92.00	106.25	View chart
Toyota Motor Corp American Depository Receipts ADR (TM)	0.0	$9.6k	-81%	57.00	168.42	View chart

Past Filings by Whipplewood Advisors

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

Whipplewood Advisors 2026 Q2 filed July 27, 2026
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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