Whipplewood Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2052510
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13F Reported Value
ⓘ$148.6M
Holdings
636
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Whipplewood Advisors, LLC disclosed 636 positions worth $148.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 429 and a full exit from $VFC. The portfolio is most concentrated in Other (85.0% of disclosed assets). All figures are sourced directly from Whipplewood Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2052510.
AI Fund Analysis
ConcentratingJANUS DETROIT STR TR - Exc
11.1% weight
Held 7 quarters
ISHARES TR - Exchange Trad
2.7% weight
Held 7 quarters
VANGUARD SPECIALIZED FUNDS
2.6% weight
Held 7 quarters
$WEA2.6% weight
Held 7 quarters
INNOVATOR ETFS TRUST - Exc
2.3% weight
Held 7 quarters
$ARCC5 quarters accumulating
$BXSL5 quarters accumulating
INNOVATOR ETFS TRUST - Exc
5 quarters accumulating
PIMCO ETF TR - Exchange Tr
5 quarters accumulating
INNOVATOR ETFS TRUST - Exc
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsEnergyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
JANUS DETROIT STR TR - Exchange Traded Fund
—Quality
$16.5M326,599 shELEVATION SERIES TRUST - Exchange Traded Fund
—Quality
$12.2M437,689 shJ P MORGAN EXCHANGE TRADED F - Exchange Traded Fund
—Quality
$6.0M115,738 shISHARES TR - Exchange Traded Fund
—Quality
$4.0M11,804 shVANGUARD SPECIALIZED FUNDS - Exchange Traded Fund
—Quality
$3.9M16,664 sh- —
Quality
$3.8M357,034 sh INNOVATOR ETFS TRUST - Exchange Traded Fund
—Quality
$3.4M98,097 sh- —
Quality
$3.3M177,662 sh VANGUARD TAX-MANAGED FDS - Exchange Traded Fund
—Quality
$3.1M44,020 shVANGUARD WHITEHALL FDS - Exchange Traded Fund
—Quality
$3.1M33,159 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JANUS DETROIT STR TR - Exchange Traded Fund | — | $16.5M | 326,599 |
| ELEVATION SERIES TRUST - Exchange Traded Fund | — | $12.2M | 437,689 |
| J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | — | $6.0M | 115,738 |
| ISHARES TR - Exchange Traded Fund | — | $4.0M | 11,804 |
| VANGUARD SPECIALIZED FUNDS - Exchange Traded Fund | — | $3.9M | 16,664 |
| WESTERN ASSET PREMIER BOND FUND$WEA | — | $3.8M | 357,034 |
| INNOVATOR ETFS TRUST - Exchange Traded Fund | — | $3.4M | 98,097 |
| ARES CAPITAL CORP$ARCC | — | $3.3M | 177,662 |
| VANGUARD TAX-MANAGED FDS - Exchange Traded Fund | — | $3.1M | 44,020 |
| VANGUARD WHITEHALL FDS - Exchange Traded Fund | — | $3.1M | 33,159 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Whipplewood Advisors, LLC's 636 positions.
Showing top 10 of 636 holdings.
Sector Allocation
Other
$126.3M
Financials
$6.8M
Technology
$5.1M
Industrials
$3.7M
Energy
$3.1M
Consumer Discretionary
$1.5M
Real Estate
$829,591
Healthcare
$511,631
Top Holdings — Whipplewood Advisors, LLC (Q2 2026)
Top 150 of 636 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | JANUS DETROIT STR TR - Exchange Traded Fund | $16.5M | 11.1% | -5% | — |
| 2 | — | ELEVATION SERIES TRUST - Exchange Traded Fund | $12.2M | 8.2% | -3% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $6.0M | 4.1% | -23% | — |
| 4 | — | ISHARES TR - Exchange Traded Fund | $4.0M | 2.7% | -13% | — |
| 5 | — | VANGUARD SPECIALIZED FUNDS - Exchange Traded Fund | $3.9M | 2.6% | -3% | — |
| 6 | $WEA | WESTERN ASSET PREMIER BOND FUND | $3.8M | 2.6% | -4% | — |
| 7 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $3.4M | 2.3% | -31% | — |
| 8 | $ARCC | ARES CAPITAL CORP | $3.3M | 2.2% | +38% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS - Exchange Traded Fund | $3.1M | 2.1% | -16% | — |
| 10 | — | VANGUARD WHITEHALL FDS - Exchange Traded Fund | $3.1M | 2.1% | -5% | — |
| 11 | $BXSL | Blackstone Secured Lending Fund | $2.9M | 1.9% | +47% | — |
| 12 |  $DOV | DOVER Corp | $2.7M | 1.8% | -5% | 58.1 |
| 13 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $2.7M | 1.8% | -12% | — |
| 14 |  $AAPL | Apple Inc. | $2.2M | 1.5% | -44% | 76.4 |
| 15 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.2M | 1.5% | +0% | 61.4 |
| 16 | — | AB ACTIVE ETFS INC - Exchange Traded Fund | $2.2M | 1.5% | +10% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $2.2M | 1.5% | -1% | — |
| 18 |  $DFP | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $1.9M | 1.3% | -2% | — |
| 19 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $1.8M | 1.2% | -2% | — |
| 20 | — | VANGUARD INTL EQUITY INDEX F - Exchange Traded Fund | $1.7M | 1.1% | -11% | — |
| 21 | — | ISHARES TR - Exchange Traded Fund | $1.6M | 1.1% | -4% | — |
| 22 | — | ISHARES INC - Exchange Traded Fund | $1.5M | 1.0% | -8% | — |
| 23 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $1.5M | 1.0% | -45% | — |
| 24 |  $IVZ | Invesco Ltd. | $1.5M | 1.0% | -13% | — |
| 25 | — | INVESCO EXCHANGE TRADED FD T - Exchange Traded Fund | $1.5M | 1.0% | -6% | — |
| 26 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $1.5M | 1.0% | -6% | — |
| 27 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $1.5M | 1.0% | -6% | — |
| 28 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.4M | 1.0% | +33% | — |
| 29 |  $NIM | NUVEEN SELECT MATURITIES MUNICIPAL FUND | $1.4M | 1.0% | -1% | — |
| 30 |  $HCXY | Hercules Capital, Inc. | $1.3M | 0.9% | +41% | — |
| 31 | — | SEI EXCHANGE TRADED FUNDS - Exchange Traded Fund | $1.3M | 0.9% | NEW | — |
| 32 | — | VANECK ETF TRUST - Exchange Traded Fund | $1.2M | 0.8% | +12% | — |
| 33 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $1.1M | 0.8% | -9% | — |
| 34 |  $VKI | Invesco Advantage Municipal Income Trust II | $1.1M | 0.7% | -1% | — |
| 35 | — | SPDR INDEX SHS FDS - Exchange Traded Fund | $1.1M | 0.7% | +2% | — |
| 36 |  $EVN | Eaton Vance Municipal Income Trust | $1.1M | 0.7% | -1% | — |
| 37 |  $IIM | Invesco Value Municipal Income Trust | $1.0M | 0.7% | -2% | — |
| 38 | — | VANECK ETF TRUST - Exchange Traded Fund | $1.0M | 0.7% | -7% | — |
| 39 |  $BX | Blackstone Inc. | $1.0M | 0.7% | +40% | 74.4 |
| 40 |  $ARES | Ares Management Corp | $978,192 | 0.7% | +45% | 60.9 |
| 41 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $960,538 | 0.7% | +3% | — |
| 42 |  $DSU | BLACKROCK DEBT STRATEGIES FUND, INC. | $959,631 | 0.7% | -4% | — |
| 43 |  $PFN | PIMCO Income Strategy Fund II | $955,812 | 0.6% | -2% | — |
| 44 |  $PHK | PIMCO HIGH INCOME FUND | $942,024 | 0.6% | -2% | — |
| 45 |  $IGI | Western Asset Investment Grade Opportunity Trust Inc. | $941,468 | 0.6% | -5% | — |
| 46 |  $MCD | MCDONALDS CORP | $899,592 | 0.6% | -4% | 69 |
| 47 | $IVZ | Invesco Ltd. | $876,105 | 0.6% | +4% | — |
| 48 |  $VKQ | Invesco Municipal Trust | $875,317 | 0.6% | -2% | — |
| 49 | — | NUVEEN AMT FREE QLTY MUN INC - Closed-end Fund | $866,846 | 0.6% | -1% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $850,542 | 0.6% | -20% | — |
| 51 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $822,167 | 0.6% | -12% | — |
| 52 |  $MSFT | MICROSOFT CORP | $820,271 | 0.6% | -54% | 79.8 |
| 53 | — | VANGUARD WORLD FD - Exchange Traded Fund | $812,407 | 0.6% | -11% | — |
| 54 |  $MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | $788,981 | 0.5% | +4% | — |
| 55 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $784,687 | 0.5% | +1% | — |
| 56 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $782,328 | 0.5% | -0% | — |
| 57 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $781,412 | 0.5% | +0% | — |
| 58 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $780,773 | 0.5% | +2% | — |
| 59 |  $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $757,183 | 0.5% | -1% | — |
| 60 | $IVZ | Invesco Ltd. | $754,097 | 0.5% | -6% | — |
| 61 |  $TSI | TCW STRATEGIC INCOME FUND INC | $752,588 | 0.5% | +1% | — |
| 62 |  $VGM | Invesco Trust for Investment Grade Municipals | $736,499 | 0.5% | -1% | — |
| 63 |  $SBI | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $719,515 | 0.5% | -0% | — |
| 64 |  $TSLX | Sixth Street Specialty Lending, Inc. | $696,381 | 0.5% | +49% | — |
| 65 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $684,385 | 0.5% | +2% | — |
| 66 | — | GOLDMAN SACHS ETF TR - Exchange Traded Fund | $627,608 | 0.4% | -38% | — |
| 67 | — | FIRST TR EXCHANGE-TRADED FD - Exchange Traded Fund | $624,926 | 0.4% | -86% | — |
| 68 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $583,870 | 0.4% | +5% | — |
| 69 |  $NZF | Nuveen Municipal Credit Income Fund | $572,603 | 0.4% | -3% | — |
| 70 |  $ET | Energy Transfer LP | $553,008 | 0.4% | +0% | 64.4 |
| 71 |  $CGBD | Carlyle Secured Lending, Inc. | $545,665 | 0.4% | +49% | — |
| 72 | — | GLOBAL X FDS - Exchange Traded Fund | $541,081 | 0.4% | +0% | — |
| 73 | $IVZ | Invesco Ltd. | $539,543 | 0.4% | +1% | — |
| 74 | $IVZ | Invesco Ltd. | $526,073 | 0.3% | -14% | — |
| 75 |  $MSD | MORGAN STANLEY EMERGING MARKETS DEBT FUND INC | $506,496 | 0.3% | -68% | — |
| 76 | — | FIDELITY COVINGTON TRUST - Exchange Traded Fund | $496,776 | 0.3% | -5% | — |
| 77 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $462,837 | 0.3% | -16% | — |
| 78 | — | ARK ETF TR - Exchange Traded Fund | $462,775 | 0.3% | -86% | — |
| 79 |  $UNP | UNION PACIFIC CORP | $419,424 | 0.3% | -9% | 69.7 |
| 80 |  $MAIN | Main Street Capital CORP | $417,842 | 0.3% | +55% | — |
| 81 | — | AMERICAN BEACON SELECT FUNDS - Exchange Traded Fund | $401,120 | 0.3% | -49% | — |
| 82 |  $WELL | WELLTOWER INC. | $385,168 | 0.3% | -15% | 59.8 |
| 83 | — | PIMCO ETF TR - Exchange Traded Fund | $385,164 | 0.3% | +1% | — |
| 84 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $381,988 | 0.3% | +10% | — |
| 85 | — | VANGUARD SCOTTSDALE FDS - Exchange Traded Fund | $345,683 | 0.2% | -12% | — |
| 86 |  $SPY | SPDR S&P 500 ETF TRUST | $326,338 | 0.2% | -0% | — |
| 87 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $321,427 | 0.2% | -1% | — |
| 88 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $314,880 | 0.2% | -10% | 41.1 |
| 89 |  $AMAT | APPLIED MATERIALS INC /DE | $302,937 | 0.2% | +311% | 72.3 |
| 90 | — | PGIM ETF TR - Exchange Traded Fund | $288,599 | 0.2% | NEW | — |
| 91 | — | THE ALGER ETF TRUST - Exchange Traded Fund | $281,005 | 0.2% | -88% | — |
| 92 |  $VFL | abrdn National Municipal Income Fund | $269,216 | 0.2% | +4% | — |
| 93 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $267,598 | 0.2% | -1% | — |
| 94 | — | GLOBAL X FDS - Exchange Traded Fund | $247,748 | 0.2% | -1% | — |
| 95 |  $AMZN | AMAZON COM INC | $207,117 | 0.1% | -80% | 68.7 |
| 96 |  $CEV | Eaton Vance California Municipal Income Trust | $197,008 | 0.1% | +4% | — |
| 97 | — | FIRST TR EXCHNG TRADED FD VI - Exchange Traded Fund | $195,947 | 0.1% | -84% | — |
| 98 |  $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $192,335 | 0.1% | +5% | — |
| 99 |  $ORCL | ORACLE CORP | $185,825 | 0.1% | +22% | 66.2 |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $181,244 | 0.1% | -88% | 79.8 |
| 101 | — | CAPITAL GROUP GROWTH ETF - Exchange Traded Fund | $167,654 | 0.1% | -48% | — |
| 102 | — | PRINCIPAL EXCHANGE TRADED FD - Exchange Traded Fund | $160,676 | 0.1% | -58% | — |
| 103 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $159,934 | 0.1% | -24% | 65.1 |
| 104 |  $DIS | Walt Disney Co | $152,845 | 0.1% | -7% | 60.1 |
| 105 |  $CSCO | CISCO SYSTEMS, INC. | $121,101 | 0.1% | -52% | 70.3 |
| 106 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $119,058 | 0.1% | -94% | — |
| 107 |  $ADBE | ADOBE INC. | $112,556 | 0.1% | -11% | 77.6 |
| 108 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $112,351 | 0.1% | +0% | — |
| 109 |  $NVDA | NVIDIA CORP | $106,448 | 0.1% | -96% | 85.9 |
| 110 | — | ISHARES INC - Exchange Traded Fund | $102,556 | 0.1% | +0% | — |
| 111 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $99,318 | 0.1% | +0% | 61.7 |
| 112 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $96,950 | 0.1% | -1% | — |
| 113 |  $TSLA | Tesla, Inc. | $92,953 | 0.1% | -98% | 53.9 |
| 114 | — | FIRST TR EXCHANGE-TRADED FD - Exchange Traded Fund | $91,198 | 0.1% | -32% | — |
| 115 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $90,580 | 0.1% | -92% | — |
| 116 |  $GOOG | Alphabet Inc. | $90,415 | 0.1% | -95% | 78.2 |
| 117 | — | SEI EXCHANGE TRADED FUNDS - Exchange Traded Fund | $89,376 | 0.1% | -48% | — |
| 118 |  $EMR | EMERSON ELECTRIC CO | $87,178 | 0.1% | -5% | 65.3 |
| 119 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $85,007 | 0.1% | -88% | — |
| 120 |  $SYK | STRYKER CORP | $84,377 | 0.1% | -38% | 72.1 |
| 121 | — | SEI EXCHANGE TRADED FUNDS - Exchange Traded Fund | $82,761 | 0.1% | -28% | — |
| 122 | — | SEI EXCHANGE TRADED FUNDS - Exchange Traded Fund | $80,519 | 0.1% | -53% | — |
| 123 | — | J P MORGAN EXCHANGE TRADED F - Exchange Traded Fund | $79,407 | 0.1% | -77% | — |
| 124 |  $WMB | WILLIAMS COMPANIES, INC. | $74,266 | 0.1% | -29% | 64.3 |
| 125 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $69,000 | 0.1% | +4% | — |
| 126 | — | SEI EXCHANGE TRADED FUNDS - Exchange Traded Fund | $67,788 | 0.1% | +273% | — |
| 127 |  $O | REALTY INCOME CORP | $65,306 | 0.0% | -6% | 73.7 |
| 128 |  $MCI | BARINGS CORPORATE INVESTORS | $64,796 | 0.0% | +40% | — |
| 129 |  $BRK.B | BERKSHIRE HATHAWAY INC | $64,550 | 0.0% | -37% | 73.8 |
| 130 | — | FIRST TR EXCHNG TRADED FD VI - Exchange Traded Fund | $64,010 | 0.0% | -53% | — |
| 131 |  $UNH | UNITEDHEALTH GROUP INC | $63,176 | 0.0% | -70% | 62.7 |
| 132 |  $FLNG | Flex LNG Ltd. | $63,135 | 0.0% | +0% | — |
| 133 | — | VANGUARD WORLD FD - Exchange Traded Fund | $60,704 | 0.0% | +0% | — |
| 134 | — | VANECK ETF TRUST - Exchange Traded Fund | $57,874 | 0.0% | -30% | — |
| 135 |  $TFC | TRUIST FINANCIAL CORP | $55,898 | 0.0% | -83% | 76.4 |
| 136 | — | INVESCO EXCH TRADED FD TR II - Exchange Traded Fund | $55,448 | 0.0% | +0% | — |
| 137 | — | FIRST TR EXCHNG TRADED FD VI - Exchange Traded Fund | $53,428 | 0.0% | -12% | — |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - Exchange Traded Fund | $53,407 | 0.0% | -96% | — |
| 139 |  $PSX | Phillips 66 | $52,406 | 0.0% | -22% | 57.8 |
| 140 |  $XYL | Xylem Inc. | $52,367 | 0.0% | -2% | 65.8 |
| 141 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $52,305 | 0.0% | -15% | 70 |
| 142 |  $ASX | ASE Technology Holding Co., Ltd. | $51,437 | 0.0% | -76% | — |
| 143 |  $GLW | CORNING INC /NY | $51,086 | 0.0% | -81% | 73.7 |
| 144 |  $OKE | ONEOK INC /NEW/ | $47,295 | 0.0% | -73% | 71.7 |
| 145 |  $GOOGL | Alphabet Inc. | $45,226 | 0.0% | -94% | 78.2 |
| 146 |  $CVS | CVS HEALTH Corp | $44,690 | 0.0% | -22% | 59.4 |
| 147 | — | INNOVATOR ETFS TRUST - Exchange Traded Fund | $44,436 | 0.0% | -15% | — |
| 148 |  $NVS | NOVARTIS AG | $43,568 | 0.0% | -74% | — |
| 149 |  $ITT | ITT INC. | $43,112 | 0.0% | -4% | 63 |
| 150 |  $HOOD | Robinhood Markets, Inc. | $42,519 | 0.0% | -77% | 82.1 |
New Positions (4)
Exited Positions (429)
$VFC V F CORP
$KYN Kayne Anderson Energy Infrastructure Fund, Inc. FIRST TR EXCHANGE TRADED FD
$MTN VAIL RESORTS INC ARK ETF TR
FIRST TR EXCHNG TRADED FD VI
$XEL XCEL ENERGY INC ISHARES TR
$COIN Coinbase Global, Inc.
$CRSP CRISPR Therapeutics AG
$DHR DANAHER CORP /DE/
$REGN REGENERON PHARMACEUTICALS, INC.
$ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
$FDX FEDEX CORP
$ZM Zoom Communications, Inc.Browse Top Institutional Investors
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