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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$311 Million 0.2% of portfolio
3,183
Q3 2025 Added 0.66%
$5.82B
$305 Million 0.2% of portfolio
21,125
Q3 2025 Reduced 6.77%
$0
$284 Million 0.19% of portfolio
22,966
Q2 2025 Added 43,232.08%
$0
$285 Million 0.19% of portfolio
466
Q3 2025 Reduced 1.69%
$2.24B
$290 Million 0.19% of portfolio
15,318
Q3 2025 New
$193B
$293 Million 0.19% of portfolio
2,563
Q3 2025 Reduced 23.65%
$0
$276 Million 0.18% of portfolio
4,107
Q2 2025 Reduced 87.04%
$67.6B
$258 Million 0.17% of portfolio
5,335
Q3 2025 Reduced 25.44%
$0
$255 Million 0.17% of portfolio
24,873
Q3 2025 Added 2.78%
Jp Morgan Et Fs/Usa
-
$263 Million 0.17% of portfolio
-
Q2 2025 Reduced 93.62%
American Beacon Funds
-
$252 Million 0.17% of portfolio
-
Q2 2025 New
$0
$245 Million 0.16% of portfolio
3,337
Q3 2025 Reduced 0.24%
$0
$236 Million 0.16% of portfolio
25,552
Q3 2025 Added 5.69%
$5.89B
$239 Million 0.16% of portfolio
1,600
Q2 2025 Added 1,018.88%
$593B
$228 Million 0.15% of portfolio
810
Q3 2025 Reduced 29.5%
$0
$217 Million 0.14% of portfolio
7,804
Q3 2025 Reduced 8.35%
$4.32B
$220 Million 0.14% of portfolio
3,392
Q3 2025 Reduced 18.01%
$0
$194 Million 0.13% of portfolio
5,105
Q3 2025 Reduced 38.99%
$104B
$198 Million 0.13% of portfolio
3,000
Q3 2025 Reduced 44.94%
$490B
$198 Million 0.13% of portfolio
1,760
Q3 2025 Reduced 23.04%
$35.1B
$198 Million 0.13% of portfolio
3,252
Q3 2025 Reduced 6.28%
$41.2B
$179 Million 0.12% of portfolio
600
Q3 2025 Reduced 0.99%
$0
$180 Million 0.12% of portfolio
17,902
Q3 2025 Added 1.75%
$44.1B
$188 Million 0.12% of portfolio
2,326
Q3 2025 Reduced 0.85%
$0
$179 Million 0.12% of portfolio
3,300
Q2 2025 Added 2,207.69%
$0
$188 Million 0.12% of portfolio
1,558
Q2 2025 Added 155.41%
$0
$178 Million 0.12% of portfolio
20,432
Q3 2025 New
$3.16B
$190 Million 0.12% of portfolio
10,304
Q3 2025 Reduced 1.23%
$414B
$189 Million 0.12% of portfolio
817
Q3 2025 Reduced 25.59%
$533B
$171 Million 0.11% of portfolio
500
Q3 2025 Reduced 74.45%
First Trust Exchange Traded Fu
-
$165 Million 0.11% of portfolio
-
Q2 2025 Added 64,130.77%
$258B
$167 Million 0.11% of portfolio
1,000
Q3 2025 Reduced 37.85%
$279B
$148 Million 0.1% of portfolio
1,437
Q3 2025 Reduced 45.07%
$31.5B
$149 Million 0.1% of portfolio
2,044
Q3 2025 Reduced 1.59%
$303B
$155 Million 0.1% of portfolio
1,000
Q3 2025 Reduced 48.85%
$0
$158 Million 0.1% of portfolio
3,270
Q2 2025 Reduced 88.58%
$0
$146 Million 0.1% of portfolio
3,346
Q2 2025 Reduced 36.76%
$0
$153 Million 0.1% of portfolio
875
Q2 2025 Added 1.86%
Lam Research Corp
-
$134 Million 0.09% of portfolio
-
Q3 2025 Reduced 31.41%
$222B
$143 Million 0.09% of portfolio
295
Q3 2025 Reduced 43.92%
$160B
$127 Million 0.08% of portfolio
640
Q3 2025 Reduced 26.77%
$96.4B
$122 Million 0.08% of portfolio
985
Q3 2025 Reduced 40.63%
$0
$119 Million 0.08% of portfolio
178
Q3 2025 Added 0.56%
$21.1B
$107 Million 0.07% of portfolio
1,300
Q3 2025 Reduced 2.99%
$7.63B
$113 Million 0.07% of portfolio
2,000
Q3 2025 Reduced 5.57%
$168B
$106 Million 0.07% of portfolio
1,400
Q3 2025 Reduced 18.7%
$0
$106 Million 0.07% of portfolio
220
Q3 2025 Reduced 93.25%
$300B
$110 Million 0.07% of portfolio
320
Q3 2025 Reduced 67.38%
$74.3B
$108 Million 0.07% of portfolio
1,699
Q3 2025 Reduced 24.05%

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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