Whipplewood Advisors, LLC
All 13F Filings
- Location
- Littleton, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,579
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 636 | 148,579 | 13F-HR | Whipplewood Advisors, LLC |
| Q1 2026 | 4/30/2026 | 1,065 | 192,703 | 13F-HR | Whipplewood Advisors, LLC |
| Q4 2025 | 2/17/2026 | 503 | 155,634 | 13F-HR | Whipplewood Advisors, LLC |
| Q3 2025 | 11/6/2025 | 293 | 152,033 | 13F-HR | Whipplewood Advisors, LLC |
| Q2 2025 | 7/31/2025 | 1,204 | 181,998 | 13F-HR | Whipplewood Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.79 K | 31.5% | 0 | 26.38 K | -26.38 K |
| ETFs | 101.8 K | 68.5% | 0 | 17.74 K | -17.74 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
148,579
Holdings
636
QoQ value change ($000)
-44,124
(-22.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.