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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, MTUM, VIG, ARCC, and represent 29.76% of Whipplewood Advisors's stock portfolio.
Added to shares of these 10 stocks: JAAA, JCPB, IUSB, DCRE, FLTR, ANGL, CWB, JBBB, VMBS, BXSL.
Started 13 new stock positions in CGCP, JACK, JCPB, JBBB, VMBS, CWB, FLTR, FPE, ANGL, IUSB. FTCS, DCRE, SPHQ.
Reduced shares in these 10 stocks: JPLD, WEA, , , DSU, DFP, GBAB, TSI, HYT, MSD.
Sold out of its positions in AFL, ASX, ABT, ABVX, ACAD, AYI, ACM, AMG, A, ABNB.
Whipplewood Advisors was a net buyer of stock by $2.2M.
Whipplewood Advisors has $148M in assets under management (AUM), dropping by -0.17%.
Central Index Key (CIK): 0002052510

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Portfolio Holdings for Whipplewood Advisors

Whipplewood Advisors holds 200 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Exchange Traded Fund (JAAA)	13.6	$20M	+22%	399k	50.47	View chart
Elevation Series Trust Exchange Traded Fund (NPFE)	8.2	$12M		438k	27.95	View chart
Ishares Tr Exchange Traded Fund (MTUM)	2.7	$4.0M	+7%	13k	317.34	View chart
Vanguard Specialized Funds Exchange Traded Fund (VIG)	2.7	$4.0M		17k	233.31	View chart
Ares Capital Corp Closed-end Fund (ARCC)	2.6	$3.8M	+11%	198k	19.10	View chart
Innovator Etfs Trust Exchange Traded Fund (BALT)	2.5	$3.6M	+6%	104k	34.95	View chart
Blackstone Secd Lending Common / Ordinary Stock (BXSL)	2.3	$3.4M	+15%	140k	23.98	View chart
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)	2.2	$3.3M	+5%	35k	94.42	View chart
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)	2.2	$3.2M	+4%	46k	70.61	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)	2.1	$3.1M	-48%	59k	51.41	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JCPB)	2.0	$3.0M	NEW	66k	44.78	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDF)	2.0	$3.0M	+9%	55k	53.75	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VT)	1.9	$2.7M		17k	157.85	View chart
Apple Common / Ordinary Stock (AAPL)	1.7	$2.5M	-2%	7.5k	333.02	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPI)	1.6	$2.3M	+6%	41k	56.22	View chart
Enterprise Prods Partners L Master Limited Partnership (EPD)	1.4	$2.1M		60k	35.61	View chart
Ab Active Etfs Exchange Traded Fund (TAFI)	1.4	$2.1M		85k	24.58	View chart
Ishares Tr Exchange Traded Fund (IUSB)	1.3	$2.0M	NEW	45k	44.09	View chart
Western Asset Premier Bd Closed-end Fund (WEA)	1.3	$1.9M	-45%	195k	9.96	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDX)	1.2	$1.8M		57k	31.47	View chart
Vanguard Intl Equity Index F Exchange Traded Fund (VWO)	1.2	$1.7M	+5%	30k	59.31	View chart
Ishares Tr Exchange Traded Fund (IVV)	1.1	$1.7M		2.2k	765.85	View chart
Golub Cap Bdc Common / Ordinary Stock (GBDC)	1.1	$1.6M	+16%	130k	12.63	View chart
Schwab Strategic Tr Exchange Traded Fund (FNDE)	1.1	$1.6M	+4%	38k	41.87	View chart
Ishares Exchange Traded Fund (EEMV)	1.1	$1.6M	+4%	22k	74.05	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRF)	1.1	$1.6M	+6%	29k	54.43	View chart
Hercules Capital Common / Ordinary Stock (HTGC)	1.1	$1.6M	+11%	93k	16.81	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JEPQ)	1.0	$1.5M		25k	61.26	View chart
Doubleline Etf Trust Exchange Traded Fund (DCRE)	0.9	$1.4M	NEW	28k	51.02	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (PRFZ)	0.9	$1.4M		27k	52.33	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHM)	0.9	$1.4M	+2%	41k	34.02	View chart
Nuveen Select Mat Mun Closed-end Fund (NIM)	0.9	$1.4M	+4%	158k	8.70	View chart
Vaneck Etf Trust Exchange Traded Fund (MOTI)	0.8	$1.3M	+4%	36k	34.59	View chart
Spdr Index Shs Fds Exchange Traded Fund (EFAX)	0.7	$1.1M		20k	53.57	View chart
Ares Management Corporation Common / Ordinary Stock (ARES)	0.7	$1.1M	+3%	9.1k	116.17	View chart
Vaneck Etf Trust Exchange Traded Fund (MOAT)	0.7	$1.0M		9.7k	105.71	View chart
Vaneck Etf Trust Exchange Traded Fund (FLTR)	0.7	$1.0M	NEW	39k	25.59	View chart
Blackstone Common / Ordinary Stock (BX)	0.7	$988k	+3%	8.8k	112.09	View chart
Vaneck Etf Trust Exchange Traded Fund (ANGL)	0.7	$979k	NEW	35k	27.81	View chart
Microsoft Corp Common / Ordinary Stock (MSFT)	0.6	$954k	-15%	1.9k	512.90	View chart
Flaherty & Crumrine Dynamic Closed-end Fund (DFP)	0.6	$952k	-45%	50k	18.88	View chart
Sei Exchange Traded Funds Exchange Traded Fund (LEND)	0.6	$929k	-25%	38k	24.21	View chart
Eaton Vance Mun Income Tr Closed-end Fund (EVN)	0.6	$901k	+4%	98k	9.24	View chart
Vanguard World Exchange Traded Fund (MGC)	0.6	$892k	+6%	3.2k	282.31	View chart
Invesco Advantage Mun Income Closed-end Fund (VKI)	0.6	$878k	+4%	117k	7.48	View chart
Invesco Value Mun Income Tr Closed-end Fund (IIM)	0.6	$877k	+4%	84k	10.46	View chart
Sixth Street Specialty Lendi Closed-end Fund (TSLX)	0.6	$874k	+19%	49k	18.02	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	0.6	$866k		1.2k	739.77	View chart
Innovator Etfs Trust Exchange Traded Fund (JULH)	0.6	$841k	+7%	34k	24.93	View chart
Innovator Etfs Trust Exchange Traded Fund (JANH)	0.6	$837k	+6%	34k	24.77	View chart
Innovator Etfs Trust Exchange Traded Fund (OCTH)	0.6	$837k	+7%	35k	23.83	View chart
Innovator Etfs Trust Exchange Traded Fund (APRH)	0.6	$832k	+6%	34k	24.80	View chart
Nuveen Amt Free Mun Cr Inc F Closed-end Fund (NVG)	0.6	$829k	+4%	78k	10.61	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (SPLV)	0.6	$816k		12k	70.51	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPST)	0.5	$800k	-2%	16k	50.37	View chart
Spdr Series Trust Exchange Traded Fund (CWB)	0.5	$796k	NEW	7.9k	101.18	View chart
Nuveen Amt Free Qlty Mun Closed-end Fund (NEA)	0.5	$783k	+6%	79k	9.95	View chart
Nylim Mackay Definedterm Mun Closed-end Fund (MMD)	0.5	$782k	+12%	58k	13.61	View chart
Invesco Municipal Trust Closed-end Fund (VKQ)	0.5	$775k	+4%	91k	8.48	View chart
Mcdonalds Corp Common / Ordinary Stock (MCD)	0.5	$758k		3.3k	230.94	View chart
Innovator Etfs Trust Exchange Traded Fund (EPRF)	0.5	$697k	+6%	44k	15.71	View chart
Carlyle Secured Lending Closed-end Fund (CGBD)	0.5	$689k	+24%	64k	10.69	View chart
Western Asset Inter Muni Closed-end Fund (SBI)	0.5	$670k	+4%	96k	6.99	View chart
Goldman Sachs Etf Tr Exchange Traded Fund (GPIX)	0.4	$661k	+4%	12k	55.83	View chart
Invesco Tr Invt Grade Muns Closed-end Fund (VGM)	0.4	$633k	+5%	73k	8.65	View chart
Janus Detroit Str Tr Exchange Traded Fund (JBBB)	0.4	$600k	NEW	13k	47.21	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VMBS)	0.4	$591k	NEW	13k	44.41	View chart
Global X Fds Exchange Traded Fund (XYLG)	0.4	$587k	+5%	20k	29.52	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (BAB)	0.4	$586k	-17%	23k	25.30	View chart
Blackrock Corpor Hi Yld Fd I Closed-end Fund (HYT)	0.4	$585k	-43%	75k	7.84	View chart
Fidelity Covington Trust Exchange Traded Fund (FDEM)	0.4	$584k	+20%	16k	35.54	View chart
Energy Transfer Master Limited Partnership (ET)	0.4	$572k		29k	19.77	View chart
Pimco High Income Closed-end Fund (PHK)	0.4	$571k	-31%	139k	4.10	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (SPGP)	0.4	$523k		4.4k	118.82	View chart
Nuveen Mun Cr Income Closed-end Fund (NZF)	0.3	$519k	+6%	48k	10.83	View chart
Main Str Cap Corp Common / Ordinary Stock (MAIN)	0.3	$503k	+13%	9.1k	55.05	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)	0.3	$493k	+8%	3.4k	146.75	View chart
First Tr Exchange-traded Exchange Traded Fund (RDVI)	0.3	$458k	-22%	16k	27.88	View chart
American Beacon Select Funds Exchange Traded Fund (MGNR)	0.3	$455k	+11%	9.2k	49.32	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JPRE)	0.3	$447k		9.0k	49.41	View chart
Union Pac Corp Common / Ordinary Stock (UNP)	0.3	$411k	-2%	1.5k	272.13	View chart
Welltower Closed-end REIT (WELL)	0.3	$386k		1.7k	230.24	View chart
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)	0.2	$356k	+6%	467.00	762.63	View chart
Vanguard Scottsdale Fds Exchange Traded Fund (VTWO)	0.2	$337k	+5%	3.0k	112.24	View chart
Vanguard Index Fds Exchange Traded Fund (VOO)	0.2	$327k		466.00	700.86	View chart
Blackrock Muniyild Qult Fd I Closed-end Fund (MQY)	0.2	$325k		33k	9.93	View chart
Eaton Vance Calif Mun Incom Closed-end Fund (CEV)	0.2	$294k	+54%	29k	10.14	View chart
Pimco Etf Tr Exchange Traded Fund (SMMU)	0.2	$290k	-23%	5.9k	49.41	View chart
Blackstone Mortgage Trust In Closed-end REIT (BXMT)	0.2	$269k	+26%	24k	11.45	View chart
Pimco Calif Mun Income Closed-end Fund (PCQ)	0.2	$265k	+60%	34k	7.71	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (JIRE)	0.2	$264k		3.2k	82.16	View chart
Global X Fds Exchange Traded Fund (SPFF)	0.2	$251k	+4%	28k	9.07	View chart
Pimco Mun Income Fd Ii Closed-end Fund (PML)	0.2	$234k	-53%	36k	6.57	View chart
Pgim Etf Tr Exchange Traded Fund (PAAA)	0.1	$219k	-24%	4.3k	51.29	View chart
Applied Matls Common / Ordinary Stock (AMAT)	0.1	$205k	-4%	400.00	511.38	View chart
Thermo Fisher Scientific Common / Ordinary Stock (TMO)	0.1	$199k	-7%	295.00	675.05	View chart
Ark Etf Tr Exchange Traded Fund (ARKK)	0.1	$196k	-61%	2.2k	89.10	View chart
Advanced Micro Devices Common / Ordinary Stock (AMD)	0.1	$184k	-3%	300.00	611.76	View chart
Oracle Corp Common / Ordinary Stock (ORCL)	0.1	$174k		1.3k	137.30	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFR)	0.1	$163k	-19%	4.3k	37.47	View chart
Disney Walt Common / Ordinary Stock (DIS)	0.1	$157k	-5%	1.5k	104.90	View chart
Principal Exchange Traded Exchange Traded Fund (PREF)	0.1	$157k		8.5k	18.35	View chart
Adobe Common / Ordinary Stock (ADBE)	0.1	$124k	-6%	516.00	239.94	View chart
Amazon Common / Ordinary Stock (AMZN)	0.1	$116k	-46%	467.00	249.15	View chart
Morgan Stanley Emkt Dbt Fd I Closed-end Fund (MSD)	0.1	$115k	-75%	17k	6.74	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHF)	0.1	$111k		4.1k	27.47	View chart
Ishares Exchange Traded Fund (IEMG)	0.1	$101k		1.2k	81.16	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	0.1	$98k		262.00	374.24	View chart
Marriott Intl Common / Ordinary Stock (MAR)	0.1	$95k		268.00	355.67	View chart
Emerson Elec Common / Ordinary Stock (EMR)	0.1	$93k		600.00	155.10	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIV)	0.1	$90k		1.8k	49.09	View chart
The Alger Etf Trust Exchange Traded Fund (ALAI)	0.1	$85k	-70%	1.8k	46.47	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIQ)	0.1	$84k	-2%	2.0k	41.05	View chart
Cisco Sys Common / Ordinary Stock (CSCO)	0.1	$84k	-24%	779.00	107.63	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIM)	0.1	$77k		1.4k	53.77	View chart
Phillips 66 Common / Ordinary Stock (PSX)	0.1	$77k	-3%	300.00	255.31	View chart
First Tr Exchange-traded Exchange Traded Fund (FTCS)	0.1	$75k	NEW	800.00	93.85	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHG)	0.0	$73k		2.0k	35.93	View chart
Barings Corporate Invs Closed-end Fund (MCI)	0.0	$72k	+9%	4.1k	17.67	View chart
Stryker Corporation Common / Ordinary Stock (SYK)	0.0	$72k	-2%	260.00	275.39	View chart
Flex Lng Common / Ordinary Stock (FLNG)	0.0	$69k		2.3k	30.76	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIE)	0.0	$68k		1.9k	35.79	View chart
Vanguard World Exchange Traded Fund (VOX)	0.0	$63k		330.00	190.59	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (YSEP)	0.0	$58k	+4%	2.0k	28.33	View chart
Realty Income Corp Closed-end REIT (O)	0.0	$57k		1.0k	54.30	View chart
Berkshire Hathaway Inc Del Common / Ordinary Stock (BRK.B)	0.0	$55k	-13%	111.00	497.95	View chart
Capital Group Growth Etf Exchange Traded Fund (CGGR)	0.0	$51k	-69%	1.1k	47.43	View chart
Truist Finl Corp Common / Ordinary Stock (TFC)	0.0	$50k	-3%	1.1k	46.30	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (PSCT)	0.0	$49k		600.00	80.82	View chart
Innovator Etfs Trust Exchange Traded Fund (EOCT)	0.0	$49k	+5%	1.4k	35.39	View chart
Agnico Eagle Mines Common / Ordinary Stock (AEM)	0.0	$46k		250.00	183.27	View chart
Xylem Common / Ordinary Stock (XYL)	0.0	$44k		436.00	101.27	View chart
Itt Common / Ordinary Stock (ITT)	0.0	$44k		218.00	201.82	View chart
At&t Common / Ordinary Stock (T)	0.0	$41k	-10%	1.7k	24.40	View chart
Capital Grp Fixed Incm Etf T Exchange Traded Fund (CGCP)	0.0	$40k	NEW	1.9k	21.17	View chart
International Business Machs Common / Ordinary Stock (IBM)	0.0	$39k	-5%	175.00	219.93	View chart
Procter & Gamble Common / Ordinary Stock (PG)	0.0	$36k	-10%	250.00	145.28	View chart
Cvs Health Corp Common / Ordinary Stock (CVS)	0.0	$34k	-7%	400.00	85.69	View chart
Blackrock Debt Strategies Closed-end Fund (DSU)	0.0	$34k	-96%	3.8k	9.00	View chart
Innovator Etfs Trust Exchange Traded Fund (SFLR)	0.0	$34k	-71%	871.00	38.95	View chart
Williams Cos Common / Ordinary Stock (WMB)	0.0	$34k	-50%	499.00	67.97	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEIS)	0.0	$33k		1.0k	31.16	View chart
Innovator Etfs Trust Exchange Traded Fund (QFLR)	0.0	$32k	-63%	894.00	36.09	View chart
Corning Common / Ordinary Stock (GLW)	0.0	$31k		200.00	153.76	View chart
Alphabet Common / Ordinary Stock (GOOGL)	0.0	$29k	-66%	85.00	344.08	View chart
Sei Exchange Traded Funds Exchange Traded Fund (SEEM)	0.0	$26k		677.00	38.78	View chart
Vanguard World Exchange Traded Fund (EDV)	0.0	$26k	+14%	463.00	55.45	View chart
Jack In The Box Common / Ordinary Stock (JACK)	0.0	$26k	NEW	1.9k	13.22	View chart
Abrdn Etfs Exchange Traded Fund (BCD)	0.0	$25k		656.00	38.47	View chart
Old Rep Intl Corp Common / Ordinary Stock (ORI)	0.0	$24k		650.00	37.31	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHE)	0.0	$24k		659.00	36.45	View chart
J P Morgan Exchange Traded F Exchange Traded Fund (HELO)	0.0	$23k	-71%	336.00	69.17	View chart
Capital Group International Exchange Traded Fund (CGIE)	0.0	$23k	-26%	622.00	36.71	View chart
Abbvie Common / Ordinary Stock (ABBV)	0.0	$23k	-13%	87.00	261.59	View chart
Barings Partn Invs Closed-end Fund (MPV)	0.0	$22k	+7%	1.5k	15.40	View chart
Listed Fds Tr Exchange Traded Fund (METV)	0.0	$21k		1.0k	20.91	View chart
First Tr Exchange-traded Exchange Traded Fund (CIBR)	0.0	$20k	-80%	198.00	103.09	View chart
Compass Common / Ordinary Stock (COMP)	0.0	$20k		2.3k	8.88	View chart
Fastenal Common / Ordinary Stock (FAST)	0.0	$20k		400.00	49.53	View chart
Pepsico Common / Ordinary Stock (PEP)	0.0	$19k	-14%	150.00	126.72	View chart
Ishares Tr Exchange Traded Fund (DGRO)	0.0	$19k		249.00	75.39	View chart
Vanguard Index Fds Exchange Traded Fund (VV)	0.0	$19k		53.00	351.85	View chart
First Tr Exchng Traded Fd Vi Exchange Traded Fund (BUFQ)	0.0	$18k	-72%	445.00	40.52	View chart
Invesco Exch Traded Fd Tr Ii Exchange Traded Fund (PIE)	0.0	$17k		505.00	34.07	View chart
First Tr Exch Traded Fd Iii Exchange Traded Fund (FPE)	0.0	$17k	NEW	1.0k	17.05	View chart
Flaherty & Crumrine Pfd Inco Closed-end Fund (PFD)	0.0	$16k		1.5k	10.77	View chart
Wells Fargo & Co Common / Ordinary Stock (WFC)	0.0	$16k	-28%	200.00	80.05	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHX)	0.0	$15k	-7%	507.00	30.00	View chart
Ishares Exchange Traded Fund (HEEM)	0.0	$15k		358.00	42.24	View chart
Owens Corning Common / Ordinary Stock (OC)	0.0	$15k		125.00	116.74	View chart
Vaneck Etf Trust Exchange Traded Fund (NLR)	0.0	$15k	-71%	140.00	103.46	View chart
Warner Bros Discovery Common / Ordinary Stock	0.0	$13k		408.00	30.95	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHA)	0.0	$12k		367.00	32.63	View chart
Conocophillips Common / Ordinary Stock (COP)	0.0	$12k	-57%	95.00	125.15	View chart
Invesco Exchange Traded Fd T Exchange Traded Fund (SPHQ)	0.0	$11k	NEW	133.00	84.08	View chart
Comcast Corp Common / Ordinary Stock (CMCSA)	0.0	$11k	-6%	510.00	21.76	View chart
Sei Exchange Traded Funds Exchange Traded Fund (QALT)	0.0	$11k		405.00	26.35	View chart
L3harris Technologies Common / Ordinary Stock (LHX)	0.0	$10k		44.00	236.77	View chart
First Tr Exchange-traded Exchange Traded Fund (SKYY)	0.0	$10k	-77%	63.00	163.98	View chart
Palantir Technologies Common / Ordinary Stock (PLTR)	0.0	$6.9k		37.00	187.05	View chart
Nvidia Corporation Common / Ordinary Stock (NVDA)	0.0	$6.2k	-94%	27.00	228.37	View chart
Alphabet Common / Ordinary Stock (GOOG)	0.0	$5.8k	-86%	17.00	340.76	View chart
Tesla Common / Ordinary Stock (TSLA)	0.0	$5.7k	-92%	16.00	354.81	View chart
Northrop Grumman Corp Common / Ordinary Stock (NOC)	0.0	$4.8k	-41%	10.00	483.50	View chart
Host Hotels & Resorts Closed-end REIT (HST)	0.0	$4.7k		209.00	22.39	View chart
Newmont Corp Common / Ordinary Stock (NEM)	0.0	$4.6k		40.00	115.35	View chart
Rayonier Closed-end REIT (RYN)	0.0	$4.3k		235.00	18.36	View chart
Vaneck Etf Trust Exchange Traded Fund (BIZD)	0.0	$2.6k		205.00	12.89	View chart
Rocket Lab Corp Common / Ordinary Stock (RKLB)	0.0	$2.4k		35.00	69.69	View chart
Marriott Vacations Worldwide Common / Ordinary Stock (VAC)	0.0	$2.4k		23.00	102.26	View chart
Vodafone Group American Depository Receipts ADR (VOD)	0.0	$2.1k		133.00	16.15	View chart
V2X Common / Ordinary Stock (VVX)	0.0	$1.7k		24.00	70.75	View chart
Versant Media Group Common / Ordinary Stock (VSNT)	0.0	$634.000000	-4%	20.00	31.70	View chart
Rayonier Advanced Matls Common / Ordinary Stock (RYAM)	0.0	$573.998400		72.00	7.97	View chart
Kinder Morgan Inc Del Common / Ordinary Stock (KMI)	0.0	$362.000400	-91%	12.00	30.17	View chart
Ncr Atleos Corporation Common / Ordinary Stock (NATL)	0.0	$316.000300		7.00	45.14	View chart
Huntington Ingalls Inds Common / Ordinary Stock (HII)	0.0	$267.000000		1.00	267.00	View chart
Lumen Technologies Common / Ordinary Stock (LUMN)	0.0	$179.001600		32.00	5.59	View chart
Ncr Voyix Corporation Common / Ordinary Stock (VYX)	0.0	$103.000500		15.00	6.87	View chart
Koninklijke Philips N V American Depository Receipts ADR (PHG)	0.0	$72.999900	-99%	3.00	24.33	View chart

Past Filings by Whipplewood Advisors

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

Whipplewood Advisors 2026 Q3 filed Oct. 20, 2026
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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