Whipplewood Advisors, LLC 13F Holdings
CIK 0002052510
As of Sep 30, 2025, Whipplewood Advisors, LLC reported 293 positions worth
CIK 0002052510
As of Sep 30, 2025, Whipplewood Advisors, LLC reported 293 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 166,366 | $8.4M | 5.63% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | — | 142,669 | $4.7M | 3.12% |
| TESLA INC | TSLA | Consumer Cyclical | 10,356 | $4.6M | 3.07% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 18,215 | $3.9M | 2.62% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 67,669 | $3.9M | 2.57% |
| ARK INNOVATION ETF | ARKK | — | 41,794 | $3.6M | 2.40% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 13,965 | $3.6M | 2.39% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 24,805 | $3.4M | 2.28% |
| APPLE INC | AAPL | Technology | 13,004 | $3.3M | 2.21% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 128,040 | $3.3M | 2.20% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 34,600 | $3.1M | 2.06% |
| WESTERN ASSET PREMIER BD FD | WEA | — | 273,510 | $3.1M | 2.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 48,834 | $2.9M | 1.95% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 63,099 | $2.7M | 1.81% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 38,893 | $2.2M | 1.49% |
| MICROSOFT CORP | MSFT | Technology | 4,270 | $2.2M | 1.47% |
| EAGLE POINT INCOME COMPANY I | EIC | — | 159,762 | $2.2M | 1.43% |
| FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME FUND INC | DFP | — | 96,089 | $2.1M | 1.38% |
| AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | TAFI | — | 80,556 | $2.0M | 1.36% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,929 | $2.0M | 1.31% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 61,190 | .9M | 1.27% |
| INNOVATOR EQUITY MANAGED FLOOR ETF | SFLR | — | 50,070 | .8M | 1.20% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 63,738 | .7M | 1.12% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 30,609 | .7M | 1.10% |
| NVIDIA CORP | NVDA | Technology | 8,575 | .6M | 1.07% |