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Home > Institutional Investor > Whipplewood Advisors, Llc > Profile

Instuitional Investor - Whipplewood Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Whipplewood Advisors, Llc
Portfolio Value $192,703,126
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 343,726 $17,313,479 8.98%
2.
Elevation Series Trust
 449,083 $10,873,961 5.64%
3.
J P Morgan Exchange Traded F
 150,354 $7,846,975 4.07%
4.
Blue Buffalo Pet Products Inc.
 BUFF 142,568 $4,771,038 2.48%
5.
Western Asset Premier Bond Fund
 WEA 369,988 $3,914,473 2.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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