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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$4.61 Billion 3.03% of portfolio
10,356
Q3 2025 Reduced 5.56%
$4.3T
$3.31 Billion 2.18% of portfolio
13,004
Q3 2025 Reduced 20.86%
-
$3.31 Billion 2.18% of portfolio
-
Q3 2025 Reduced 0.65%
$0
$3.07 Billion 2.02% of portfolio
273,510
Q3 2025 Added 0.61%
$3.78T
$2.21 Billion 1.45% of portfolio
4,270
Q3 2025 Reduced 49.23%
$0
$2.15 Billion 1.41% of portfolio
159,762
Q3 2025 Reduced 0.69%
-
$2.04 Billion 1.34% of portfolio
-
Q3 2025 New
$70.2B
$1.91 Billion 1.26% of portfolio
61,190
Q2 2025 Added 77,355.7%
-
$1.8 Billion 1.19% of portfolio
-
Q3 2025 Reduced 0.35%
$465B
$1.6 Billion 1.05% of portfolio
8,575
Q3 2025 Reduced 56.5%
$0
$1.52 Billion 1.0% of portfolio
206,769
Q3 2025 Added 6.37%
$0
$1.49 Billion 0.98% of portfolio
73,108
Q3 2025 Added 76.3%
$2.37B
$1.42 Billion 0.94% of portfolio
104,062
Q3 2025 Added 54.97%
$0
$1.42 Billion 0.93% of portfolio
153,172
Q3 2025 Added 4.34%
$4.41B
$1.42 Billion 0.93% of portfolio
54,486
Q3 2025 Added 114.77%
$224B
$1.37 Billion 0.9% of portfolio
4,497
Q3 2025 Reduced 5.58%
$0
$1.04 Billion 0.68% of portfolio
93,607
Q3 2025 Added 4.26%
$0
$1.03 Billion 0.68% of portfolio
96,749
Q3 2025 Added 0.92%
$0
$1.02 Billion 0.67% of portfolio
205,264
Q3 2025 Added 0.3%
$0
$1.01 Billion 0.66% of portfolio
132,859
Q3 2025 Added 0.12%
$0
$1.01 Billion 0.66% of portfolio
114,779
Q3 2025 Added 5.48%
$0
$998 Million 0.66% of portfolio
59,774
Q3 2025 Added 0.44%
$5.27B
$955 Million 0.63% of portfolio
74,805
Q3 2025 Added 9.72%
$1.65T
$949 Million 0.62% of portfolio
3,905
Q3 2025 Reduced 23.18%
$0
$915 Million 0.6% of portfolio
74,439
Q3 2025 Added 7.17%
$0
$872 Million 0.57% of portfolio
90,313
Q3 2025 Added 9.29%
$0
$856 Million 0.56% of portfolio
75,195
Q3 2025 Added 4.95%
$0
$822 Million 0.54% of portfolio
52,760
Q3 2025 Added 0.51%
$0
$785 Million 0.52% of portfolio
159,568
Q3 2025 Added 0.82%
$0
$750 Million 0.49% of portfolio
49,571
Q3 2025 Added 2.46%
$0
$724 Million 0.48% of portfolio
71,500
Q3 2025 Added 9.23%
$0
$707 Million 0.47% of portfolio
89,424
Q3 2025 Added 5.1%
$2.39T
$641 Million 0.42% of portfolio
2,920
Q3 2025 Reduced 63.53%
$0
$578 Million 0.38% of portfolio
73,017
Q3 2025 New
$0
$580 Million 0.38% of portfolio
46,142
Q3 2025 Added 8.16%
$52.5B
$509 Million 0.34% of portfolio
29,691
Q2 2025 Added 742,175.0%
$893M
$504 Million 0.33% of portfolio
42,042
Q3 2025 Reduced 33.63%
$0
$490 Million 0.32% of portfolio
32,791
Q3 2025 Added 35.93%
$89.8B
$482 Million 0.32% of portfolio
2,706
Q3 2025 Reduced 3.36%
$0
$476 Million 0.31% of portfolio
38,090
Q3 2025 Added 9.45%
$187B
$428 Million 0.28% of portfolio
2,571
Q3 2025 Reduced 9.73%
$0
$408 Million 0.27% of portfolio
20,238
Q3 2025 Reduced 7.09%
$12.2B
$391 Million 0.26% of portfolio
2,000
Q3 2025 Reduced 0.99%
$136B
$385 Million 0.25% of portfolio
1,630
Q3 2025 Reduced 7.75%
$1.74T
$365 Million 0.24% of portfolio
1,500
Q3 2025 Reduced 57.47%
$388B
$372 Million 0.24% of portfolio
2,300
Q3 2025 Reduced 5.66%
$0
$351 Million 0.23% of portfolio
35,014
Q3 2025 Added 3.39%
$0
$303 Million 0.2% of portfolio
15,291
Q3 2025 Reduced 12.38%
$59.5B
$302 Million 0.2% of portfolio
6,609
Q3 2025 Reduced 1.94%

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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