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Whipplewood Advisors - Q4 2025 13F Filings

WH

Whipplewood Advisors, LLC

CIK: 0002052510
Address: Colorado Littleton 11852 Shaffer Drive Building B
$155.63 M
Portfolio Value
503
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. RDVI Ft Vest Rising Dividend Achi
+$3.85 M
2. SDVD Ft Vest Smid Rising Dividend
+$1.27 M
3. PFN Pimco Income Strategy Fund Ii
+$1 M
4. NEA Nuveen Amt-Free Quality Municipal Income Fund
+$871,006
5. ARCC Ares Capital Corporation
+$796,697.97

Top Sells

Q4 2025
1. EIC Eagle Point Income Company
−$1.82 M
2. JEPI Jpmorgan Equity Premium Income Etf
−$1.37 M
3. JAAA Janus Henderson Aaa Clo Etf
−$566,344.26
4. HEEM Ishares Currency Hedged Msci Emerging Markets Etf
−$494,144.98
5. FSK Fs Kkr Capital
−$489,570

Asset Allocation

Stocks/ETFs
+8.13%
$130.96 M 84.14%
Options
$0 0.00%
Debt
$0 0.00%
Other
-20.21%
$24.68 M 15.86%

Sector Allocation (Stocks)

Whipplewood Advisors Q4 2025 Filing Summary

Whipplewood Advisors, LLC filed its 13F report for Q4 2025 on February 14, 2026. The portfolio totaled 155.63 M reflecting a +2.37% change from the prior quarter, spanning 503 assets. The top 10 holdings comprised 32.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 227 new positions and 6 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Whipplewood Advisors’s Q4 2025 Filing

Whipplewood Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/14/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Whipplewood Advisors reported a managed portfolio value of 155.63 M, consisting of 503 individual positions.

This page displays the raw filing documents. To see which stocks Whipplewood Advisors bought or sold during Q4 2025, please visit Whipplewood Advisors's Portfolio Analysis page.