Sign In
test

Ron New

Whipplewood Advisors, Llc

Assets Managed
$192.703M
Holdings
1065
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
23.82%(2Q avg: 13.1%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Whipplewood Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1065 positions.

Assets under management

The assets under management (AUM) of Whipplewood Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.703M in assets, with a quarterly growth rate of 23.82% and a 2-quarter average growth rate of 13.1%. The portfolio is managed by Ron New, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 121.52%
8.99%
$17.313M
343,726 shares@ $50.38 avg price
NPFE
Npf Core Equity Etf
Recent Activity
New Position
5.65%
$10.874M
449,083 shares@ $24.22 avg price
JPLD
Jpmorgan Ltd Duration Etf
Recent Activity
New Position
4.08%
$7.847M
150,354 shares@ $52.19 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Increased 0.08%
2.48%
$4.771M
142,568 shares@ $33.47 avg price
WEA
Western Asset Premier Bond
Recent Activity
Increased 0.86%
2.04%
$3.914M
369,988 shares@ $10.58 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.93%
2.01%
$3.866M
10,399 shares@ $371.75 avg price
RDVI
Ft Vest Rising Dividend Achi
Recent Activity
Increased 1.04%
1.97%
$3.788M
148,254 shares@ $25.56 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -5.01%
1.92%
$3.696M
17,187 shares@ $215.06 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.31%
1.82%
$3.489M
13,748 shares@ $253.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 8.87%
1.74%
$3.345M
52,208 shares@ $64.09 avg price

1-10 of 1065