Institutional Fund
Whipplewood Advisors, LLC
Littleton, COCIK 20525105 filings on record
Portfolio Value
$192.70M
Q1 2026
Holdings
1,065
Reported positions
New Buys
598
Opened this quarter
QoQ Change
+23.8%
from $155.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Janus Detroit Str Tr9.0%
- Npf Core Equity ETF5.6%
- J P Morgan Exchange Traded F4.1%
- Innovator Etfs Trust2.5%
- Western Asset Premier Bd Fd2.0%
- Tesla Inc2.0%
- Other74.8%
Portfolio Holdings
1,065 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit Str Tr | 343.7K | $17.31M | 9.0% | +188.6K | Added |
| 2 | Npf Core Equity ETF | 449.1K | $10.87M | 5.6% | +449.1K | New |
| 3 | J P Morgan Exchange Traded F | 150.4K | $7.85M | 4.1% | +150.4K | New |
| 4 | Innovator Etfs Trust | 142.6K | $4.77M | 2.5% | +109 | Added |
| 5 | Western Asset Premier Bd Fd | 370.0K | $3.91M | 2.0% | +3.1K | Added |
| 6 | Tesla Inc | 10.4K | $3.87M | 2.0% | +95 | Added |
| 7 | First Tr Exchange-Traded Fd | 148.3K | $3.79M | 2.0% | +1.5K | Added |
| 8 | Vanguard Specialized Funds | 17.2K | $3.70M | 1.9% | −908 | Reduced |
| 9 | Apple Inc | 13.7K | $3.49M | 1.8% | +693 | Added |
| 10 | Vanguard Tax-Managed Fds | 52.2K | $3.35M | 1.7% | +4.3K | Added |
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