WF
Wipfli Financial Advisors LLC, Historical SEC 13F Holdings & Archive (Q3 2022)
Wipfli Financial Advisors LLC,CIK: 0001830600
Diversified strategyLong-term holder
Total reported value
$1.4B
Reporting period: 2022-09-30 · Number of holdings: 2676
WIPFLI FINANCIAL ADVISORS LLC, disclosed 2676 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $1.4B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 15.59
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 52.72
- Diversification
- 100
- Sizing Uniformity
- 0
Wipfli Financial Advisors LLC,'s disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 2676 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 10.11), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 2676 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 10.50% | — | +3.53% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.89% | — | +23.65% | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.88% | — | -7.10% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 5.80% | — | +20.26% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.40% | — | +9.97% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.96% | — | +13.06% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.73% | — | -10.40% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.54% | — | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.29% | — | +13.39% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.22% | — | -11.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.00% | — | +6718.91% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.55% | — | +139.99% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.41% | — | +113.43% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | — | +3932.06% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | — | +39.21% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 0.85% | — | +94.32% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | — | +79.00% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | — | -2.91% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | — | — | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.64% | — | +40.43% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.60% | — | +87.69% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +360.59% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | — | +59.11% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | — | -2.35% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.43% | — | -2.24% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.42% | — | -1.72% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | — | +486.18% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.36% | — | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | — | +638.21% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.35% | — | -9.27% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | — | — | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.33% | — | +3.31% | |
| 38 | FHN | First Horizon CORP | Stock-Financials | 0.30% | — | — | |
| 39 | DISV | Dimensional International Sm | ETF-Other | 0.30% | — | -32.88% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | — | +71.96% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | +68.91% | |
| 43 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.27% | — | +72.33% | |
| 44 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 0.26% | — | +99.03% | |
| 45 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.26% | — | +96.74% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | — | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | — | — | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.21% | — | -87.10% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | — | — |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Wipfli Financial Advisors LLC, and what type of investor is it?
Wipfli Financial Advisors LLC, is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-09-30), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 2676 disclosed positions.
What are Wipfli Financial Advisors LLC,'s largest equity positions?
Based on the latest 13F filing, Wipfli Financial Advisors LLC,'s top holdings by market value are:
1. Ishares Core Msci Dev Mkts (IDEV) — $149.4M (10.5%)
2. Avantis U.s. Equity ETF (AVUS) — $140.7M (9.9%)
3. Avantis Emerging Markets Eq (AVEM) — $97.8M (6.9%)
4. Avantis International Equity (AVDE) — $82.5M (5.8%)
5. Avantis US Small Cap Value (AVUV) — $76.9M (5.4%)
What changes did Wipfli Financial Advisors LLC, make in its most recent portfolio filing?
No notable portfolio changes were recorded for Wipfli Financial Advisors LLC, in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Wipfli Financial Advisors LLC, focus on?
Wipfli Financial Advisors LLC, is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.7%
• Health Care: 17.8%
• Consumer Discretionary: 13.6%
• Financials: 10.6%
• Communication Services: 9.5%
• Consumer Staples: 9.0%
Investment Profile
Wipfli Financial Advisors LLC,'s portfolio is broadly diversified and long-term-holding, with 30.7% of the portfolio concentrated in Information Technology.
Its concentration score has fallen from 45 to 16 over the past 4 quarters — a shift toward broader diversification.
It has added to its DFAI position over the past two quarters (+$4.3M, now $9.2M), while trimming AVEM over the same stretch (-$29.5M, still holding $97.8M).
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Developer Access
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