Whipplewood Advisors, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$155.6M

Holdings

503

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (503 positions)

StockValue
EJANINNOVATOR ETFS TRUST
$48K
ORIOLD REP INTL CORP
$48K
APLDAPPLIED DIGITAL CORP
$47K
BJULINNOVATOR ETFS TRUST
$47K
MCIBARINGS CORPORATE INVS
$47K
CGGECAPITAL GROUP GLOBAL EQUITY
$45K
CLSCELESTICA INC
$44K
NOCTINNOVATOR ETFS TRUST
$43K
PFDFLAHERTY & CRUMRINE PFD INCO
$43K
AEMAGNICO EAGLE MINES LTD
$42K
TAT&T INC
$41K
PJULINNOVATOR ETFS TRUST
$41K
FDNFIRST TR EXCHANGE-TRADED FD
$40K
ARKFARK ETF TR
$40K
BPBP PLC
$40K
PSXPHILLIPS 66
$38K
XLESELECT SECTOR SPDR TR
$38K
HDHOME DEPOT INC
$37K
PGPROCTER AND GAMBLE CO
$37K
ITTITT INC
$37K
PDECINNOVATOR ETFS TRUST
$37K
VTVVANGUARD INDEX FDS
$35K
ACNACCENTURE PLC IRELAND
$35K
EFGISHARES TR
$34K
PSCTINVESCO EXCH TRADED FD TR II
$33K
COLDAMERICOLD REALTY TRUST INC
$32K
SEIVSEI EXCHANGE TRADED FUNDS
$31K
CVSCVS HEALTH CORP
$31K
LLYELI LILLY & CO
$31K
APPAPPLOVIN CORP
$30K
MDTMEDTRONIC PLC
$29K
JPMJPMORGAN CHASE & CO.
$28K
AVBAVALONBAY CMNTYS INC
$27K
ASMLASML HOLDING N V
$27K
NJANINNOVATOR ETFS TRUST
$27K
EDVVANGUARD WORLD FD
$25K
MDLZMONDELEZ INTL INC
$25K
AWCAMERICAN WTR WKS CO INC NEW
$24K
COMPCOMPASS INC
$24K
PEPPEPSICO INC
$23K
CGIECAPITAL GROUP INTERNATIONAL
$23K
AXONAXON ENTERPRISE INC
$22K
SEIMSEI EXCHANGE TRADED FUNDS
$21K
MPVBARINGS PARTN INVS
$21K
SCHESCHWAB STRATEGIC TR
$21K
BCDABRDN ETFS
$21K
CAHCARDINAL HEALTH INC
$20K
STWDSTARWOOD PPTY TR INC
$20K
METAMETA PLATFORMS INC
$19K
WFCWELLS FARGO CO NEW
$19K
METVLISTED FDS TR
$18K
BJUNINNOVATOR ETFS TRUST
$18K
DGROISHARES TR
$17K
FASTFASTENAL CO
$17K
SEIESEI EXCHANGE TRADED FUNDS
$17K
GLWCORNING INC
$17K
AVGOBROADCOM INC
$17K
VVVANGUARD INDEX FDS
$16K
RYLDGLOBAL X FDS
$16K
QSQUANTUMSCAPE CORP
$16K
GPIQGOLDMAN SACHS ETF TR
$15K
CMCSACOMCAST CORP NEW
$15K
SCHXSCHWAB STRATEGIC TR
$14K
NTLAINTELLIA THERAPEUTICS INC
$14K
OCOWENS CORNING NEW
$13K
HEEMISHARES INC
$12K
HOODROBINHOOD MKTS INC
$12K
KJULINNOVATOR ETFS TRUST
$12K
LHXL3HARRIS TECHNOLOGIES INC
$12K
WBDWARNER BROS DISCOVERY INC
$11K
PIEINVESCO EXCH TRADED FD TR II
$11K
SCHASCHWAB STRATEGIC TR
$11K
QALTSEI EXCHANGE TRADED FUNDS
$10K
SEISSEI EXCHANGE TRADED FUNDS
$10K
RACEFERRARI N V
$10K
ASTSAST SPACEMOBILE INC
$10K
NVSNNOVARTIS AG
$9K
PKSTPEAKSTONE REALTY TRUST
$9K
ABTABBOTT LABS
$9K
COPCONOCOPHILLIPS
$9K
PAUGINNOVATOR ETFS TRUST
$8K
SESEA LTD
$8K
AMATAPPLIED MATLS INC
$8K
BROBROWN & BROWN INC
$7K
GEGE AEROSPACE
$7K
ASXASE TECHNOLOGY HLDG CO LTD
$7K
PAYXPAYCHEX INC
$7K
SPOTSPOTIFY TECHNOLOGY S A
$7K
AZNASTRAZENECA PLC
$7K
COSTCOSTCO WHSL CORP NEW
$7K
SEEMSEI EXCHANGE TRADED FUNDS
$6K
NOWSERVICENOW INC
$6K
MAMASTERCARD INCORPORATED
$6K
CROXCROCS INC
$6K
NUNU HLDGS LTD
$5K
LPLALPL FINL HLDGS INC
$5K
ISRGINTUITIVE SURGICAL INC
$5K
HCAHCA HEALTHCARE INC
$5K
BMTABRITISH AMERN TOB PLC
$5K
GEVGE VERNOVA INC
$5K
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