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WHIPPLEWOOD ADVISORS, LLC
WHIPPLEWOOD ADVISORS, LLC
Latest filing: 2026-06-30
WHIPPLEWOOD ADVISORS, LLC runs WHIPPLEWOOD ADVISORS, LLC and currently holds 636 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $148.58M. Their top holdings are JAAA, JPLD, MTUM, VIG, WEA. The top five represent 23.1% of reported portfolio weight. WHIPPLEWOOD ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WHIPPLEWOOD ADVISORS, LLC initiated 2 new positions. They added to 24 existing positions. They trimmed 69 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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636 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JAAA JANUS DETROIT STR TR | 11.10% | $50.54 | $50.67 | +0.26% | Trimmed -4.98% |
 JPLD J P MORGAN EXCHANGE TRADED F | 4.07% | $52.19 | $52.05 | -0.27% | Trimmed -23.02% |
 MTUM ISHARES TR | 2.72% | $223.16 | $305.24 | +36.78% | Trimmed -12.80% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.65% | $203.05 | $243.85 | +20.09% | Trimmed -3.04% |
WE WEA WESTERN ASSET PREMIER BD FD | 2.56% | $10.88 | $10.45 | -3.95% | Trimmed -3.50% |
BA BALT INNOVATOR ETFS TRUST | 2.26% | $32.11 | $34.71 | +8.10% | Trimmed -31.19% |
 ARCC ARES CAPITAL CORP | 2.22% | $20.00 | $19.92 | -0.40% | Added +38.14% |
 VEA VANGUARD TAX-MANAGED FDS | 2.11% | $49.26 | $73.43 | +49.07% | Trimmed -15.68% |
 VIGI VANGUARD WHITEHALL FDS | 2.08% | $90.07 | $98.61 | +9.48% | Trimmed -4.75% |
 BXSL BLACKSTONE SECD LENDING FD | 1.94% | $26.10 | $24.75 | -5.17% | Added +46.54% |
Showing 1-10 of 636