Whipplewood Advisors, LLC - Portfolio Stock Holdings
Whipplewood Advisors, LLC disclosed 1067 stock positions in a recent SEC 13F filing. $148,567,227 of stock holdings were filed, with the largest holdings including JAAA, NPFE, and JPLD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $324,509,539 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1067Est. Stock Holding Value:
$148,567,227Top Stock Holdings By Sector
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Portfolio Stock Holdings - Whipplewood Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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