13F Filings History of Whipplewood Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$155,633,698
Signature - Title
Ron New - Director of Operations
Location
Littleton, CO
Summary
This page shows a list of all the recent 13F filings made by Whipplewood Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whipplewood Advisors, LLC reported 503 stock holdings with total value $155,633,698 as of Q4 2025. Top holdings included JAAA, BALT, TSLA, WEA, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 503 $155,633,698 +$11,497,092 -$8,183,083 +$3,314,009 JAAA, BALT, TSLA, WEA, VIG 13F-HR 13 Feb 2026, 19:15
Q3 2025 293 $152,032,773 +$8,432,079 -$48,214,981 -$39,782,902 JAAA, BALT, TSLA, VIG, JEPI 13F-HR 06 Nov 2025, 14:02
Q2 2025 1,202 $181,997,634 +$54,217,966 -$23,004,561 +$31,213,405 JAAA, VEA, BALT, MSFT, JEPI 13F-HR 31 Jul 2025, 13:50
Q1 2025 1,312 $39,592,274 $0 $0 $0 WEA, DFP, FNDF, MSD, DSU 13F-HR 09 Apr 2025, 18:31
Q4 2024 1,183 $175,897,427 $0 $0 $0 JAAA, TSLA, AAPL, VEA, MSFT 13F-HR 04 Feb 2025, 18:39