SEC Form 13F

Whipplewood Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$148,578,807
Positions636

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JANUS DETROIT STR TRJAAAExchange Traded Fund$16,489,984326,599
ELEVATION SERIES TRUSTNPFEExchange Traded Fund$12,154,624437,689
J P MORGAN EXCHANGE TRADED FJPLDExchange Traded Fund$6,040,366115,738
ISHARES TRMTUMExchange Traded Fund$4,046,76511,804
VANGUARD SPECIALIZED FUNDSVIGExchange Traded Fund$3,943,03616,664
WESTERN ASSET PREMIER BD FDWEAClosed-end Fund$3,802,412357,034
INNOVATOR ETFS TRUSTBALTExchange Traded Fund$3,361,78498,097
ARES CAPITAL CORPARCCClosed-end Fund$3,292,077177,662
VANGUARD TAX-MANAGED FDSVEAExchange Traded Fund$3,136,42544,020
VANGUARD WHITEHALL FDSVIGIExchange Traded Fund$3,096,38733,159

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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