Wipfli Financial Advisors Llc, has filed its 13F form on October 26, 2022 for Q3 2022 where it was disclosed a total value porftolio of $1.42 Billion distributed in 2676 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Msci Intl Develop with a value of $149M, American Centy ETF Tr Avantis with a value of $141M, American Centy ETF Tr Avantis with a value of $97.8M, American Centy ETF Tr Avantis with a value of $82.5M, and American Centy ETF Tr Avantis with a value of $76.9M.

Examining the 13F form we can see an increase of $580M in the current position value, from $843M to 1.42B.

Below you can find more details about Wipfli Financial Advisors Llc, portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $1.01 Billion
Technology: $96.4 Million
Financial Services: $59 Million
Healthcare: $57.1 Million
Consumer Cyclical: $45.5 Million
Industrials: $37 Million
Consumer Defensive: $34.9 Million
Communication Services: $26 Million
Other: $53.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 2,676
  • Current Value $1.42 Billion
  • Prior Value $843 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 26, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 2,562 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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