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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 $148,326,034
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 399,284 $20,151,863 13.59%
2.
Elevation Series Trust
 437,586 $12,232,629 8.25%
3.
Ishares Trust
 HYG 12,660 $4,017,524 2.71%
4.
Vanguard Specialized Funds
 16,958 $3,956,471 2.67%
5.
Ares Capital Corp
 ARCC 198,090 $3,783,519 2.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.