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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138B
$92.8 Million 0.05% of portfolio
3,827
Q2 2025 Reduced 8.31%
$59.7B
$94 Million 0.05% of portfolio
179
Q2 2025 Added 7.83%
$12.5B
$88.1 Million 0.05% of portfolio
444
Q2 2025 Reduced 27.33%
$91.7B
$93.4 Million 0.05% of portfolio
1,719
Q2 2025 Added 15.68%
$0
$91.2 Million 0.05% of portfolio
4,961
Q2 2025 Added 24,705.0%
$182B
$99.1 Million 0.05% of portfolio
188
Q2 2025 Added 3.3%
$173B
$87.7 Million 0.05% of portfolio
1,428
Q2 2025 Added 9,420.0%
$76.5B
$83.6 Million 0.05% of portfolio
55
Q2 2025 Added 511.11%
$150B
$67 Million 0.04% of portfolio
224
Q2 2025 Reduced 16.73%
$227B
$77.8 Million 0.04% of portfolio
244
Q2 2025 Reduced 13.78%
$66.5B
$71.4 Million 0.04% of portfolio
723
Q2 2025 Added 1,854.05%
$119B
$74.7 Million 0.04% of portfolio
314
Q2 2025 Reduced 49.19%
$75.9B
$81.7 Million 0.04% of portfolio
22
Q2 2025 Reduced 24.14%
$0
$71.4 Million 0.04% of portfolio
7,327
Q2 2025 Reduced 95.52%
$217B
$69.5 Million 0.04% of portfolio
12
Q2 2025 Reduced 96.14%
$99B
$69 Million 0.04% of portfolio
1,491
Q2 2025 Reduced 3.74%
$42.6B
$65.4 Million 0.04% of portfolio
705
Q2 2025 Reduced 9.38%
$17.9B
$78.8 Million 0.04% of portfolio
815
Q2 2025 Added 10.28%
$145B
$75.7 Million 0.04% of portfolio
212
Q2 2025 Reduced 98.75%
$60B
$78.6 Million 0.04% of portfolio
346
Q2 2025 Reduced 7.24%
$0
$68.2 Million 0.04% of portfolio
500
Q2 2025 Reduced 82.45%
$1.35B
$71.4 Million 0.04% of portfolio
3,250
Q2 2025 Added 9,185.71%
$92.1B
$77.8 Million 0.04% of portfolio
3,558
Q2 2025 Added 17.85%
$86B
$77.6 Million 0.04% of portfolio
284
Q2 2025 Reduced 2.41%
$203B
$81.7 Million 0.04% of portfolio
1,032
Q2 2025 Reduced 25.16%
$44B
$65.2 Million 0.04% of portfolio
113
Q2 2025 Reduced 22.6%
$36.8B
$64.6 Million 0.04% of portfolio
402
Q2 2025 Reduced 87.76%
$121B
$77.6 Million 0.04% of portfolio
1,606
Q2 2025 Added 18.18%
$155B
$73.5 Million 0.04% of portfolio
595
Q2 2025 Added 7.99%
$265B
$76.8 Million 0.04% of portfolio
446
Q2 2025 Reduced 13.73%
$0
$80.2 Million 0.04% of portfolio
264
Q2 2025 Added 25.12%
$302B
$63.9 Million 0.04% of portfolio
798
Q2 2025 Reduced 8.17%
$0
$70.7 Million 0.04% of portfolio
1,562
Q2 2025 Added 5,907.69%
$64.2B
$50.2 Million 0.03% of portfolio
178
Q2 2025 Added 35.88%
$124B
$57.8 Million 0.03% of portfolio
841
Q2 2025 Added 55.17%
$162B
$58.2 Million 0.03% of portfolio
318
Q2 2025 Added 105.16%
Astera Labs Inc
-
$54.9 Million 0.03% of portfolio
-
Q2 2025 Reduced 1.14%
$124B
$60.1 Million 0.03% of portfolio
195
Q2 2025 Reduced 0.51%
$0
$56.6 Million 0.03% of portfolio
2,613
Q2 2025 Added 773.91%
$381B
$62.9 Million 0.03% of portfolio
1,330
Q2 2025 Added 1,027.12%
Canadian Pacific Kansas City L
-
$62.7 Million 0.03% of portfolio
-
Q2 2025 Reduced 64.34%
Cava Group Inc
-
$50.6 Million 0.03% of portfolio
-
Q2 2025 Added 380.8%
$0
$48.5 Million 0.03% of portfolio
1,816
Q2 2025 Added 12,871.43%
$22.7B
$62.4 Million 0.03% of portfolio
280
Q2 2025 Reduced 99.36%
$57.3B
$49.5 Million 0.03% of portfolio
253
Q2 2025 Added 277.61%
$70.9B
$48.3 Million 0.03% of portfolio
531
Q2 2025 Reduced 26.45%
$120B
$49.9 Million 0.03% of portfolio
556
Q2 2025 Reduced 21.02%
$111B
$46.8 Million 0.03% of portfolio
145
Q2 2025 Reduced 23.28%
$27.8B
$51.7 Million 0.03% of portfolio
1,230
Q2 2025 Added 393.98%

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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