StockDriftsStockDriftsTop 50 Whipplewood Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 13.59% | 399.3K | $20.2M | +22.26%(+72.69K) | $50.59(+0.00%) | 2026-09-30 | |
| MTUM | ISHARES TR | 2.71% | 12.7K | $4.0M | +7.25%(+856) | $213.22(+38.69%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.67% | 17.0K | $4.0M | +1.76%(+294) | $198.69(+21.31%) | 2026-09-30 | |
| ARCC | ARES CAPITAL CORP | 2.55% | 198.1K | $3.8M | +11.50%(+20.43K) | $20.02(-8.06%) | 2026-09-30 | |
| BALT | INNOVATOR ETFS TRUST | 2.45% | 104.1K | $3.6M | +6.10%(+5.98K) | $31.92(+9.71%) | 2026-09-30 | |
| BXSL | BLACKSTONE SECD LENDING FD | 2.27% | 140.1K | $3.4M | +15.39%(+18.68K) | $26.59(-11.61%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.22% | 34.8K | $3.3M | +5.09%(+1.69K) | $87.05(+10.60%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.19% | 46.0K | $3.2M | +4.53%(+1.99K) | $52.18(+32.92%) | 2026-09-30 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 2.06% | 59.4K | $3.1M | -48.68%(-56.34K) | $52.26(-1.54%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2% | 66.2K | $3.0M | new | $45.86(-1.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.54% |
Whipplewood Advisors LLC reports $148.33M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (13.6%), MTUM (2.7%) and VIG (2.7%). The top 20 holdings account for 49.67% of reported assets. Its disclosed equity book has returned +13.72% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whipplewood Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052510). View Whipplewood Advisors LLC’s 13F filings on SEC