Whipplewood Advisors, LLC - Portfolio overview

Whipplewood Advisors, LLC has 1078 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JAAA - JANUS DETROIT STR TR, 9.28%
2. JPLD - J P MORGAN EXCHANGE TRADED F, 4.20%
3. BALT - INNOVATOR ETFS TRUST, 2.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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