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LPWM

Latest statistics and disclosures from LPWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, IVE, IWS, IEFA, JPST, and represent 54.66% of LPWM's stock portfolio.
Added to shares of these 10 stocks: IVE, VONG, IJH, IWM, XLK, IWS, VXUS, VTV, IUSB, SGOV.
Started 4 new stock positions in COR, SGOV, VXUS, IJR.
Reduced shares in these 10 stocks: JPST, NVDA, , BIL, MUB, VHT, BRK.B, VOX, ICLN, VCR.
Sold out of its position in XLP.
LPWM was a net buyer of stock by $18M.
LPWM has $396M in assets under management (AUM), dropping by 5.76%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	20.3	$80M	+2%	660k	121.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.6	$70M	+3%	329k	212.07	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.2	$33M	+2%	232k	141.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$18M	+2%	196k	89.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.1	$16M	-9%	322k	50.59	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.4	$14M	+4%	276k	49.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$13M	+3%	243k	53.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.8	$11M	+2%	103k	110.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$9.8M	+12%	40k	246.16	View chart
Spdr Series Trust State Street Spd (SLYV)	2.3	$9.2M	+2%	101k	90.97	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$7.0M	+13%	37k	190.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$5.9M	+3%	66k	88.49	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.3	$5.0M	+2%	16k	309.04	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.2	$4.9M		179k	27.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$4.7M	+5%	49k	96.27	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$4.7M	+4%	92k	50.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$4.5M	-2%	9.0k	502.65	View chart
NVIDIA Corporation (NVDA)	1.1	$4.5M	-7%	24k	186.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$4.4M	+13%	25k	177.37	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$4.2M	+2%	92k	45.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$3.9M	+13%	39k	99.88	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$3.6M		25k	143.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.5M	+4%	56k	62.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$3.4M	+2%	67k	50.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.2M	+26%	26k	123.26	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$3.0M	-5%	33k	91.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.7M	+98%	41k	66.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$2.5M		3.3k	753.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.3M	+3%	7.0k	335.29	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.2M	-6%	20k	107.11	View chart
Broadcom (AVGO)	0.5	$2.0M	+5%	5.8k	346.12	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.9M		20k	92.30	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$1.8M	+66%	39k	46.54	View chart
Amazon (AMZN)	0.4	$1.8M	+11%	7.6k	230.83	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.7M	+108%	12k	143.97	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M	+11%	25k	67.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.6M	+7%	2.6k	627.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	-2%	4.4k	313.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.4M	+8%	6.8k	198.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M		2.5k	487.90	View chart
Apple (AAPL)	0.3	$1.1M	+3%	3.9k	271.88	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$984k	-6%	5.1k	193.62	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$954k	+21%	6.2k	154.80	View chart
Tesla Motors (TSLA)	0.2	$942k		2.1k	449.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$911k	+11%	2.9k	313.75	View chart
Microsoft Corporation (MSFT)	0.2	$859k	+35%	1.8k	483.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$856k	NEW	11k	75.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$842k	+79%	4.0k	211.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$816k		2.6k	314.80	View chart
UnitedHealth (UNH)	0.2	$807k	+17%	2.4k	330.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$806k	+96%	18k	44.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$736k		3.5k	209.12	View chart
Vanguard World Health Car Etf (VHT)	0.2	$723k	-15%	2.5k	287.85	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$718k	+92%	7.2k	99.52	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$700k	NEW	7.0k	100.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$699k		1.1k	614.23	View chart
AmerisourceBergen (COR)	0.2	$697k	NEW	2.1k	337.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$671k		1.8k	373.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$667k		6.8k	98.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$653k	NEW	5.4k	120.18	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$628k		4.9k	128.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$627k	+9%	8.6k	72.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$607k	+13%	2.4k	257.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$581k		852.00	681.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$577k	+22%	1.2k	473.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$533k	+154%	3.6k	148.70	View chart
3M Company (MMM)	0.1	$507k		3.2k	160.08	View chart
Meta Platforms Cl A (META)	0.1	$457k	+53%	693.00	660.09	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$422k		2.0k	214.74	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$415k	+7%	5.9k	70.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$411k	-10%	1.0k	393.92	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$362k		3.1k	117.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$342k		1.1k	322.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$336k	+13%	717.00	468.76	View chart
Dell Technologies CL C (DELL)	0.1	$324k		2.6k	125.88	View chart
Visa Com Cl A (V)	0.1	$315k	+39%	897.00	350.58	View chart
Ecolab (ECL)	0.1	$312k		1.2k	262.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$301k	-10%	2.7k	109.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$257k		3.3k	77.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$252k		3.4k	73.56	View chart
Philip Morris International (PM)	0.1	$241k		1.5k	160.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$237k		816.00	290.22	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$221k	-7%	2.1k	105.69	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$221k	-19%	14k	16.43	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$208k	+6%	5.1k	40.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$201k	-4%	1.4k	141.05	View chart
Enovix Corp (ENVX)	0.0	$116k	-5%	16k	7.31	View chart

Past Filings by LPWM

SEC 13F filings are viewable for LPWM going back to 2019

LPWM 2025 Q4 filed Jan. 6, 2026
LPWM 2025 Q3 filed Oct. 17, 2025
LPWM 2025 Q2 filed July 8, 2025
LPWM 2025 Q1 filed April 14, 2025
LPWM 2024 Q4 filed Jan. 14, 2025
LPWM 2024 Q3 filed Oct. 7, 2024
LPWM 2024 Q2 filed July 15, 2024
LPWM 2024 Q1 filed April 15, 2024
LPWM 2023 Q4 filed Jan. 12, 2024
LPWM 2023 Q3 filed Oct. 10, 2023
LPWM 2023 Q2 filed July 14, 2023
LPWM 2023 Q1 filed April 10, 2023
LPWM 2022 Q4 filed Jan. 25, 2023
LPWM 2022 Q3 filed Nov. 8, 2022
LPWM 2022 Q2 filed Aug. 15, 2022
LPWM 2022 Q1 filed April 13, 2022

View all past filings

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