Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Whipplewood Advisors, LLC (CIK 2052510) reported $192.7M across 1,053 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAAA ($17.3M, 8.98%), SRHQ ($10.9M, 5.64%), JPLD ($7.8M, 4.07%), BALT ($4.8M, 2.48%), WEA ($3.9M, 2.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | $17.3M | 8.98% | 343,726 | Added |
| 2 | SRHQ | ELEVATION SERIES TRUST | $10.9M | 5.64% | 449,083 | New |
| 3 | JPLD | J P MORGAN EXCHANGE TRADED F | $7.8M | 4.07% | 150,354 | New |
| 4 | BALT | INNOVATOR ETFS TRUST | $4.8M | 2.48% | 142,568 | Added |
| 5 | WEA | WESTERN ASSET PREMIER BD FD | $3.9M | 2.03% | 369,988 | Added |
| 6 | TSLA | TESLA INC | $3.9M | 2.01% | 10,399 | Added |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.97% | 148,254 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 1.92% | 17,187 | Trimmed |
| 9 | AAPL | APPLE INC | $3.5M | 1.81% | 13,748 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $3.3M | 1.74% | 52,208 | Added |
| 11 | MTUM | ISHARES TR | $3.2M | 1.69% | 13,537 | Trimmed |
| 12 | VIGI | VANGUARD WHITEHALL FDS | $3.1M | 1.60% | 34,812 | Trimmed |
| 13 | ARKK | ARK ETF TR | $2.8M | 1.46% | 41,676 | Trimmed |
| 14 | FNDF | SCHWAB STRATEGIC TR | $2.8M | 1.45% | 57,232 | Trimmed |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $2.5M | 1.31% | 18,241 | Trimmed |
| 16 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.31% | 45,295 | Trimmed |
| 17 | ARCC | ARES CAPITAL CORP | $2.3M | 1.20% | 128,608 | Added |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $2.3M | 1.18% | 59,945 | Hold |
| 19 | NVDA | NVIDIA CORPORATION | $2.2M | 1.16% | 12,823 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.15% | 39,043 | Trimmed |
| 21 | TAFI | AB ACTIVE ETFS INC | $2.0M | 1.03% | 78,790 | Trimmed |
| 22 | BXSL | BLACKSTONE SECD LENDING FD | $2.0M | 1.02% | 82,867 | Added |
| 23 | DFP | FLAHERTY & CRUMRINE DYNAMIC | $1.9M | 0.99% | 94,779 | Trimmed |
| 24 | SFLR | INNOVATOR ETFS TRUST | $1.9M | 0.97% | 52,967 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 0.92% | 4,782 | Added |
Source: SEC Form 13F filings · as of 2026-03-31