Whipplewood Advisors, LLC Portfolio Holdings

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

Whipplewood Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 2034 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 $6.94B, Vanguard Ftse Developed Market with a value of $4.5B, Innovator Etfs Tr with a value of $4.4B, Microsoft Corp with a value of $4.18B, and J P Morgan Exchange Traded Fd with a value of $3.8B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $169B to 182B. Also it can be appreciated an additional of 68 stocks purchases and 1 closed positions.

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 $182 Billion
ETFs: $73.5 Billion
Financial Services: $33.2 Billion
Technology: $18.2 Billion
Consumer Cyclical: $10.5 Billion
Healthcare: $5.43 Billion
Communication Services: $4.64 Billion
Energy: $4.07 Billion
Industrials: $3.3 Billion
Other: $7.61 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.95 Billion 1.62% of portfolio
271,845
Q2 2025 Added 219.73%
$0
$2.2 Billion 1.21% of portfolio
160,870
Q2 2025 New
$0
$1.5 Billion 0.83% of portfolio
194,378
Q2 2025 Added 1,079,777.75%
$0
$1.33 Billion 0.73% of portfolio
146,796
Q2 2025 Added 111.83%
$0
$1.01 Billion 0.56% of portfolio
95,870
Q2 2025 Added 330,486.22%
$0
$987 Million 0.54% of portfolio
59,514
Q2 2025 New
$0
$981 Million 0.54% of portfolio
132,698
Q2 2025 New
$0
$982 Million 0.54% of portfolio
204,651
Q2 2025 New
$0
$911 Million 0.5% of portfolio
41,468
Q2 2025 Added 1,036,600.0%
$0
$918 Million 0.5% of portfolio
89,780
Q2 2025 Added 70,592.91%
$0
$911 Million 0.5% of portfolio
108,811
Q2 2025 Added 42.42%
$0
$890 Million 0.49% of portfolio
76,462
Q2 2025 Added 33,000.43%
$0
$829 Million 0.46% of portfolio
69,461
Q2 2025 Added 113,770.49%
$0
$789 Million 0.43% of portfolio
52,493
Q2 2025 Added 308,682.34%
$0
$782 Million 0.43% of portfolio
71,645
Q2 2025 Added 68.97%
$0
$756 Million 0.42% of portfolio
82,639
Q2 2025 Added 27.09%
$0
$716 Million 0.39% of portfolio
48,382
Q2 2025 Added 21,120.18%
$0
$640 Million 0.35% of portfolio
85,086
Q2 2025 Added 81,713.46%
$0
$621 Million 0.34% of portfolio
65,458
Q2 2025 Reduced 37.32%
$0
$501 Million 0.28% of portfolio
24,123
Q2 2025 New
$0
$509 Million 0.28% of portfolio
42,661
Q2 2025 Reduced 37.7%
$0
$476 Million 0.26% of portfolio
34,802
Q2 2025 New
$0
$479 Million 0.26% of portfolio
42,575
Q2 2025 Added 8,297.44%
$0
$472 Million 0.26% of portfolio
59,121
Q2 2025 Added 369.18%
$0
$438 Million 0.24% of portfolio
21,783
Q2 2025 New
$0
$326 Million 0.18% of portfolio
33,867
Q2 2025 Added 209.01%
$0
$331 Million 0.18% of portfolio
17,451
Q2 2025 Added 91,747.37%
$0
$292 Million 0.16% of portfolio
22,966
Q2 2025 Added 43,232.08%
$0
$234 Million 0.13% of portfolio
24,200
Q2 2025 Added 28,709.52%
$0
$170 Million 0.09% of portfolio
17,594
Q2 2025 Reduced 80.45%
$0
$169 Million 0.09% of portfolio
27,190
Q2 2025 New
$0
$71.4 Million 0.04% of portfolio
7,327
Q2 2025 Reduced 95.52%
$0
$56.6 Million 0.03% of portfolio
2,613
Q2 2025 Added 773.91%
$0
$43.2 Million 0.02% of portfolio
3,820
Q2 2025 New
$0
$234,000 0.0% of portfolio
13
Q2 2025 Reduced 99.62%

Summary

  • Portfolio
  • No. of Stocks 2,034
  • Current Value $182 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 68 stocks
  • Additional Purchases 525 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 599 stocks
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