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.
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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.