Whipplewood Advisors, LLC
Whipplewood Advisors, LLC reported 636 positions worth $148.6M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: JAAA (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JAAA | SH | $16.5M | 11.10% | 326,599 | — | — | |
| ▸ 2 | NPFE | SH | $12.2M | 8.18% | 437,689 | — | — | |
| ▸ 3 | JPLD | SH | $6.0M | 4.07% | 115,738 | — | — | |
| ▸ 4 | MTUM | SH | $4.0M | 2.72% | 11,804 | — | — | |
| ▸ 5 | VIG | SH | $3.9M | 2.65% | 16,664 | — | — | |
| ▸ 6 | WEA | SH | $3.8M | 2.56% | 357,034 | — | — | |
| ▸ 7 | BALT | SH | $3.4M | 2.26% | 98,097 | — | — | |
| ▸ 8 | ARCC | SH | $3.3M | 2.22% | 177,662 | — | — | |
| ▸ 9 | VEA | SH | $3.1M | 2.11% | 44,020 | — | — | |
| ▸ 10 | VIGI | SH | $3.1M | 2.08% | 33,159 | — | — |
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Frequently Asked Questions
What stocks does Whipplewood Advisors, LLC hold as of Q2 2026?
Whipplewood Advisors, LLC reported 636 positions worth $148.6M in its Q2 2026 13F filing. Largest positions: JAAA (11.1%), NPFE (8.2%), JPLD (4.1%), MTUM (2.7%) and VIG (2.7%).
What did Whipplewood Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Whipplewood Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.