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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, JPST, IEFA, and represent 55.86% of LPWM's stock portfolio.
Added to shares of these 10 stocks: IVE, VONG, BIL, IEFA, IWS, IWR, IJH, VWO, JMST, VTIP.
Started 3 new stock positions in XLRE, ITOT, VT.
Reduced shares in these 10 stocks: AXP, NVDA, , VUG, MUB, BRK.B, GOOG, ENVX, UNH, DELL.
Sold out of its positions in AXP, XOM.
LPWM was a net buyer of stock by $9.5M.
LPWM has $375M in assets under management (AUM), dropping by 9.34%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 84 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	20.7	$78M	+2%	644k	120.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.5	$66M	+3%	317k	206.51	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.4	$32M		225k	139.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.8	$18M		356k	50.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.5	$17M	+3%	191k	87.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.6	$13M	+2%	264k	50.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.4	$13M	+3%	235k	54.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.0	$11M		100k	111.47	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.3	$8.7M		98k	88.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$8.6M		35k	241.96	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$6.1M	+3%	33k	186.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$5.9M	+2%	64k	91.42	View chart
NVIDIA Corporation (NVDA)	1.3	$4.9M	-6%	26k	186.58	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.3	$4.7M		16k	302.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.3	$4.7M		177k	26.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$4.7M	-2%	9.3k	502.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$4.5M	+10%	47k	96.55	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$4.5M	+7%	88k	51.04	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$4.3M		90k	47.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$3.8M	+2%	22k	174.58	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$3.6M		25k	142.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$3.4M	+4%	34k	100.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.3M	+2%	65k	50.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.2M	+2%	54k	59.92	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$3.2M	+71%	35k	91.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.5M	+7%	21k	120.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$2.5M	+4%	3.3k	746.63	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.3M	-5%	22k	106.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.2M		6.8k	328.15	View chart
Broadcom (AVGO)	0.5	$1.8M		5.5k	329.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.8M		20k	89.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.6M		5.7k	281.87	View chart
Amazon (AMZN)	0.4	$1.5M	+2%	6.9k	219.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M		2.4k	612.38	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.5M	+3%	22k	65.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.4M	+45%	21k	65.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.2M	+2%	6.3k	194.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	-13%	2.5k	479.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M		4.5k	243.08	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$1.1M		23k	46.71	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.0M	+3%	5.4k	187.74	View chart
Apple (AAPL)	0.3	$963k	-4%	3.8k	254.60	View chart
Tesla Motors (TSLA)	0.2	$934k	+44%	2.1k	444.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$821k	+7%	9.2k	89.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$794k		2.6k	307.86	View chart
Vanguard World Health Car Etf (VHT)	0.2	$775k	+4%	3.0k	259.60	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$731k		3.5k	209.34	View chart
UnitedHealth (UNH)	0.2	$718k	-6%	2.1k	345.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$703k		5.1k	139.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$692k		1.2k	600.14	View chart
Microsoft Corporation (MSFT)	0.2	$678k		1.3k	517.80	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$674k		6.7k	100.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$657k		1.8k	365.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$632k	-15%	2.6k	243.54	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$606k	+9%	4.8k	126.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$568k		852.00	666.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$533k	-3%	7.9k	67.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$526k	+4%	2.1k	254.28	View chart
3M Company (MMM)	0.1	$492k		3.2k	155.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$468k		1.0k	468.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$463k	+2%	2.2k	208.75	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$460k	+9%	1.2k	396.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$411k		2.0k	209.31	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$395k	+12%	5.5k	72.11	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$367k		3.8k	97.83	View chart
Dell Technologies CL C (DELL)	0.1	$365k	-11%	2.6k	141.77	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$364k		3.1k	118.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$339k		3.0k	111.23	View chart
JPMorgan Chase & Co. (JPM)	0.1	$334k		1.1k	315.43	View chart
Meta Platforms Cl A (META)	0.1	$331k		451.00	734.38	View chart
Ecolab (ECL)	0.1	$325k		1.2k	273.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$310k		633.00	490.38	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$262k		2.3k	115.01	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$260k	+10%	17k	15.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$255k		3.3k	76.72	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$254k	+8%	3.2k	78.37	View chart
Philip Morris International (PM)	0.1	$245k		1.5k	162.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$243k	+3%	3.4k	71.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$236k	+9%	803.00	293.74	View chart
Visa Com Cl A (V)	0.1	$219k		643.00	341.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$205k	NEW	1.4k	145.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$205k	NEW	1.5k	137.84	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$203k	NEW	4.8k	42.13	View chart
Enovix Corp (ENVX)	0.0	$169k	-31%	17k	9.97	View chart

Past Filings by LPWM

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

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
LPWM 2021 Q4 filed Feb. 14, 2022

View all past filings

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