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
$37.9B
$109 Million 0.07% of portfolio
1,326
Q3 2025 Reduced 48.28%
$237B
$110 Million 0.07% of portfolio
676
Q3 2025 Reduced 70.54%
$114B
$111 Million 0.07% of portfolio
970
Q3 2025 Reduced 21.84%
$172B
$105 Million 0.07% of portfolio
2,400
Q3 2025 Reduced 17.55%
$0
$101 Million 0.07% of portfolio
3,484
Q2 2025 Reduced 87.09%
$0
$94.4 Million 0.06% of portfolio
4,056
Q2 2025 New
$141B
$84.2 Million 0.06% of portfolio
3,306
Q3 2025 Reduced 13.61%
$136B
$96.1 Million 0.06% of portfolio
260
Q3 2025 Reduced 44.21%
$0
$86.6 Million 0.06% of portfolio
264
Q2 2025 Added 25.12%
$0
$93.6 Million 0.06% of portfolio
5,200
Q3 2025 Added 4.82%
$13.6B
$93.7 Million 0.06% of portfolio
1,300
Q2 2025 New
-
$97.1 Million 0.06% of portfolio
-
Q2 2025 Added 217.24%
$74.3B
$98.4 Million 0.06% of portfolio
175
Q3 2025 Reduced 2.23%
$270B
$75.5 Million 0.05% of portfolio
1,056
Q3 2025 Reduced 53.27%
$0
$81.6 Million 0.05% of portfolio
1,238
Q3 2025 Reduced 86.24%
$0
$69.6 Million 0.05% of portfolio
7,327
Q2 2025 Reduced 95.52%
$92.7B
$69.8 Million 0.05% of portfolio
268
Q3 2025 Reduced 5.63%
$1.4B
$81.9 Million 0.05% of portfolio
3,250
Q2 2025 Added 9,185.71%
$123B
$74.9 Million 0.05% of portfolio
150
Q3 2025 Reduced 27.18%
$0
$70.6 Million 0.05% of portfolio
500
Q2 2025 Reduced 82.45%
$68.9B
$70.7 Million 0.05% of portfolio
300
Q3 2025 Reduced 13.29%
$75.4B
$78.7 Million 0.05% of portfolio
600
Q3 2025 Reduced 12.79%
$13.3B
$82.3 Million 0.05% of portfolio
2,200
Q3 2025 Reduced 16.06%
$0
$71.8 Million 0.05% of portfolio
1,562
Q2 2025 Added 5,907.69%
$0
$62 Million 0.04% of portfolio
330
Q2 2025 Reduced 78.82%
$522B
$58.4 Million 0.04% of portfolio
315
Q3 2025 Reduced 82.47%
$1.46T
$55.9 Million 0.04% of portfolio
200
Q3 2025 Reduced 93.88%
$21.1B
$58 Million 0.04% of portfolio
700
Q2 2025 Added 17,400.0%
$99.5B
$57.1 Million 0.04% of portfolio
1,267
Q3 2025 Reduced 15.02%
Innovator ETF Trust
-
$59 Million 0.04% of portfolio
-
Q2 2025 New
$0
$65.5 Million 0.04% of portfolio
1,879
Q3 2025 Reduced 0.53%
-
$67.2 Million 0.04% of portfolio
-
Q3 2025 Reduced 55.49%
$319B
$53.3 Million 0.04% of portfolio
779
Q3 2025 Reduced 75.13%
$25.7B
$64.3 Million 0.04% of portfolio
436
Q3 2025 Reduced 3.11%
$0
$61.5 Million 0.04% of portfolio
2,411
Q3 2025 Added 6.35%
$49.1B
$59.9 Million 0.04% of portfolio
50
Q3 2025 Reduced 90.48%
$0
$62.6 Million 0.04% of portfolio
1,180
Q2 2025 Added 138.38%
$279B
$54 Million 0.04% of portfolio
202
Q3 2025 Reduced 72.21%
$109B
$55.5 Million 0.04% of portfolio
1,000
Q3 2025 Reduced 76.51%
$0
$46.4 Million 0.03% of portfolio
935
Q2 2025 Added 4.7%
$0
$47.6 Million 0.03% of portfolio
1,230
Q3 2025 Reduced 77.59%
$76.5B
$42.1 Million 0.03% of portfolio
250
Q2 2025 Reduced 2.72%
$68.5B
$40.8 Million 0.03% of portfolio
300
Q3 2025 Reduced 25.19%
$0
$38.4 Million 0.03% of portfolio
430
Q2 2025 Added 3,207.69%
-
$51.8 Million 0.03% of portfolio
-
Q3 2025 Added 6.65%
$0
$44.9 Million 0.03% of portfolio
3,732
Q3 2025 Reduced 2.3%
Capital Research And Managemen
-
$44.6 Million 0.03% of portfolio
-
Q2 2025 New
Innovator ETF Trust
-
$47.3 Million 0.03% of portfolio
-
Q2 2025 Reduced 48.65%
$0
$42.6 Million 0.03% of portfolio
750
Q2 2025 Reduced 50.4%

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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