Whipplewood Advisors, LLC Portfolio Holdings

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

Whipplewood Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 293 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $8.45B, Innovator Etfs Tr with a value of $4.68B, Tesla, Inc. with a value of $4.61B, Vanguard Dividend Appreciation with a value of $3.93B, and J P Morgan Exchange Traded Fd with a value of $3.86B.

Examining the 13F form we can see an decrease of $30B in the current position value, from $182B to 152B.

Whipplewood Advisors, LLC is based out at Littleton, CO

Below you can find more details about Whipplewood Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $69.9 Billion
Financial Services: $31.1 Billion
Technology: $8.87 Billion
Consumer Cyclical: $7.77 Billion
Energy: $3.31 Billion
N/A: $2.15 Billion
Communication Services: $1.9 Billion
Healthcare: $1.54 Billion
Other: $3.24 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.45 Billion 5.56% of portfolio
166,366
Q3 2025 Added 21.74%
$0
$4.68 Billion 3.08% of portfolio
142,669
Q3 2025 Added 4.1%
$0
$3.93 Billion 2.59% of portfolio
18,215
Q3 2025 Reduced 0.12%
$0
$3.86 Billion 2.54% of portfolio
67,669
Q3 2025 Added 1.19%
$0
$3.61 Billion 2.37% of portfolio
41,794
Q3 2025 Reduced 2.57%
$0
$3.58 Billion 2.36% of portfolio
13,965
Q3 2025 Reduced 4.69%
$0
$3.42 Billion 2.25% of portfolio
24,805
Q3 2025 Reduced 10.83%
$0
$3.1 Billion 2.04% of portfolio
34,600
Q3 2025 Added 2.51%
$0
$2.93 Billion 1.92% of portfolio
48,834
Q3 2025 Reduced 38.19%
$0
$2.71 Billion 1.78% of portfolio
63,099
Q3 2025 Added 0.21%
$0
$2.24 Billion 1.47% of portfolio
38,893
Q3 2025 Reduced 2.28%
$0
$1.96 Billion 1.29% of portfolio
2,929
Q3 2025 Reduced 11.83%
$0
$1.68 Billion 1.1% of portfolio
63,738
Q3 2025 Reduced 0.31%
$0
$1.66 Billion 1.09% of portfolio
30,609
Q3 2025 Reduced 18.66%
$0
$1.5 Billion 0.99% of portfolio
41,521
Q3 2025 Reduced 0.71%
$0
$1.49 Billion 0.98% of portfolio
32,982
Q3 2025 Added 0.75%
$0
$1.33 Billion 0.87% of portfolio
29,212
Q3 2025 Reduced 2.51%
$0
$1.28 Billion 0.84% of portfolio
43,208
Q3 2025 Reduced 2.62%
$0
$1.17 Billion 0.77% of portfolio
31,649
Q3 2025 Added 4.84%
$0
$1.11 Billion 0.73% of portfolio
49,758
Q3 2025 Added 6.79%
$0
$1.07 Billion 0.71% of portfolio
10,817
Q3 2025 Reduced 11.39%
$0
$1.08 Billion 0.71% of portfolio
32,284
Q3 2025 Added 0.86%
$0
$1 Billion 0.66% of portfolio
20,297
Q3 2025 Added 4.14%
$0
$947 Million 0.62% of portfolio
18,675
Q3 2025 Reduced 1.64%
$0
$891 Million 0.59% of portfolio
1,484
Q3 2025 Reduced 3.57%
$0
$825 Million 0.54% of portfolio
3,378
Q3 2025 Reduced 2.06%
$0
$812 Million 0.53% of portfolio
29,738
Q3 2025 Added 0.86%
$0
$790 Million 0.52% of portfolio
10,751
Q3 2025 Added 6.42%
$0
$691 Million 0.45% of portfolio
37,800
Q3 2025 Added 5.23%
$0
$557 Million 0.37% of portfolio
4,905
Q3 2025 Reduced 3.08%
$0
$512 Million 0.34% of portfolio
17,787
Q3 2025 Added 1.87%
$0
$497 Million 0.33% of portfolio
20,380
Q3 2025 Reduced 0.56%
$0
$490 Million 0.32% of portfolio
14,574
Q3 2025 Reduced 0.37%
$0
$474 Million 0.31% of portfolio
3,507
Q3 2025 Added 0.49%
$0
$453 Million 0.3% of portfolio
10,770
Q3 2025 Added 1.36%
$0
$433 Million 0.28% of portfolio
3,221
Q3 2025 Reduced 0.46%
$0
$389 Million 0.26% of portfolio
8,121
Q3 2025 Reduced 0.85%
$0
$391 Million 0.26% of portfolio
11,368
Q3 2025 Reduced 0.64%
$0
$374 Million 0.25% of portfolio
7,405
Q3 2025 Added 3.47%
$0
$379 Million 0.25% of portfolio
19,818
Q3 2025 Added 1.2%
$0
$311 Million 0.2% of portfolio
3,183
Q3 2025 Added 0.66%
$0
$285 Million 0.19% of portfolio
466
Q3 2025 Reduced 1.69%
$0
$276 Million 0.18% of portfolio
4,107
Q2 2025 Reduced 87.04%
$0
$245 Million 0.16% of portfolio
3,337
Q3 2025 Reduced 0.24%
$0
$236 Million 0.16% of portfolio
25,552
Q3 2025 Added 5.69%
$0
$217 Million 0.14% of portfolio
7,804
Q3 2025 Reduced 8.35%
$0
$194 Million 0.13% of portfolio
5,105
Q3 2025 Reduced 38.99%
$0
$179 Million 0.12% of portfolio
3,300
Q2 2025 Added 2,207.69%
$0
$188 Million 0.12% of portfolio
1,558
Q2 2025 Added 155.41%

Summary

  • Portfolio
  • No. of Stocks 293
  • Current Value $152 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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