Whipplewood Advisors, LLC: 13F holdings
CIK 20525102026Q2
| Positions | 636 |
|---|---|
| Reported value | $148.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JAAA JANUS DETROIT STR TR | 326,599 | $16.5m | 11.1% |
| ELEVATION SERIES TRUST | 437,689 | $12.2m | 8.2% |
| J P MORGAN EXCHANGE TRADED F | 115,738 | $6.0m | 4.1% |
| MTUM ISHARES TR | 11,804 | $4.0m | 2.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 16,664 | $3.9m | 2.7% |
| WESTERN ASSET PREMIER BD FD | 357,034 | $3.8m | 2.6% |
| INNOVATOR ETFS TRUST | 98,097 | $3.4m | 2.3% |
| ARCC ARES CAPITAL CORP | 177,662 | $3.3m | 2.2% |
| VEA VANGUARD TAX-MANAGED FDS | 44,020 | $3.1m | 2.1% |
| VIGI VANGUARD WHITEHALL FDS | 33,159 | $3.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052510")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.