Long-term investor
Whipplewood Advisors, LLC @whipplewoodadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052510).
Record
- Tracked since 2025-06-30 (434 days), 198 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +4.7% · 1 year +11.1% · all +11.1%
- Max drawdown -3.1% · Sharpe 0.56 · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JAAA · 11.1% · long · since 2025-06-30
- NPFE · 8.2% · long · since 2026-03-31
- JPLD · 4.1% · long · since 2026-03-31
- MTUM · 2.7% · long · since 2025-06-30
- VIG · 2.7% · long · since 2025-06-30
- WEA · 2.6% · long · since 2025-06-30
- BALT · 2.3% · long · since 2025-06-30
- ARCC · 2.2% · long · since 2025-06-30
- VEA · 2.1% · long · since 2025-06-30
- VIGI · 2.1% · long · since 2025-06-30
- BXSL · 1.9% · long · since 2025-06-30
- VT · 1.8% · long · since 2025-06-30