Whipplewood Advisors, LLC — 13F holdings

Whipplewood Advisors, LLC reported 200 holdings worth $148M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. JAAA JANUS DETROIT STR TR — $20.2M (13.6%)
  2. NPFE ELEVATION SERIES TRUST — $12.2M (8.2%)
  3. MTUM ISHARES TR — $4.02M (2.7%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $3.96M (2.7%)
  5. ARCC ARES CAPITAL CORP — $3.78M (2.6%)
  6. BALT INNOVATOR ETFS TRUST — $3.64M (2.5%)
  7. BXSL BLACKSTONE SECD LENDING FD — $3.36M (2.3%)
  8. VIGI VANGUARD WHITEHALL FDS — $3.29M (2.2%)
  9. VEA VANGUARD TAX-MANAGED FDS — $3.25M (2.2%)
  10. JPLD J P MORGAN EXCHANGE TRADED F — $3.05M (2.1%)