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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$893M
$504 Million 0.33% of portfolio
42,042
Q3 2025 Reduced 33.63%
$1.4B
$81.9 Million 0.05% of portfolio
3,250
Q2 2025 Added 9,185.71%
$661M
$27.6 Million 0.02% of portfolio
1,600
Q3 2025 Reduced 53.62%
$579M
$13.9 Million 0.01% of portfolio
1,461
Q3 2025 Reduced 97.2%
$379M
$520,000 0.0% of portfolio
72
Q2 2025 Reduced 68.0%
$1.79B
$1.53 Million 0.0% of portfolio
23
Q2 2025 Reduced 79.82%
$1.65B
$1.39 Million 0.0% of portfolio
24
Q2 2025 Reduced 97.6%
$1.12B
$1.55 Million 0.0% of portfolio
200
Q3 2025 Reduced 90.91%

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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