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Whipplewood Advisors - Q1 2026 13F Filings

WH

Whipplewood Advisors, LLC

CIK: 0002052510
Address: Colorado Littleton 11852 Shaffer Drive Building B
$192.7 M
Portfolio Value
1065
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Elevation Series Trust
+$10.87 M
2. JAAA Janus Henderson Aaa Clo Etf
+$9.5 M
3. JPLD Jpmorgan Limited Duration Bond Etf
+$7.85 M
4. NVDA Nvidia Corporation
+$696,030.34
5. ARES Ares Management Corporation
+$659,619

Top Sells

Q1 2026
1. OBDC Blue Owl Capital Corporation
−$1.05 M
2. VT Vanguard Total World Stock Etf
−$878,055.32
3. TRIN Trinity Capital
−$414,991
4. IVV Ishares Core S&P 500 Etf
−$392,579.22
5. OWL Blue Owl Capital
−$368,213.51

Asset Allocation

Stocks/ETFs
+28.81%
$168.68 M 87.53%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.65%
$24.02 M 12.47%

Sector Allocation (Stocks)

Whipplewood Advisors Q1 2026 Filing Summary

Whipplewood Advisors, LLC filed its 13F report for Q1 2026 on April 30, 2026. The portfolio totaled 192.7 M reflecting a +23.82% change from the prior quarter, spanning 1,065 assets. The top 10 holdings comprised 36.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 594 new positions and 34 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Whipplewood Advisors’s Q1 2026 Filing

Whipplewood Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/30/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Whipplewood Advisors reported a managed portfolio value of 192.7 M, consisting of 1,065 individual positions.

This page displays the raw filing documents. To see which stocks Whipplewood Advisors bought or sold during Q1 2026, please visit Whipplewood Advisors's Portfolio Analysis page.