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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 55.69% of LPWM's stock portfolio.
Added to shares of these 10 stocks: SPEM (+$18M), JPST (+$9.5M), AGG, IEFA, VTIP, VTV, VEA, VGT, IVE, IEMG.
Started 11 new stock positions in SPEM, IEZ, SCHG, XLP, DFLV, KWEB, IXUS, SUB, IVV, Impax Funds Series Trust I. XOM.
Reduced shares in these 10 stocks: VWO (-$12M), LQD (-$9.5M), EELV, IWS, , IWM, VNQI, AVGO, BRK.B, VO.
Sold out of its positions in COR, IGV, XLRE, VO.
LPWM was a net buyer of stock by $8.7M.
LPWM has $396M in assets under management (AUM), dropping by -0.02%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	18.3	$73M		661k	109.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	17.7	$70M		332k	211.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	8.3	$33M	-2%	227k	145.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.5	$26M	+58%	509k	50.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$19M	+9%	214k	90.53	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	4.5	$18M	NEW	380k	46.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$15M	+10%	306k	49.95	View chart
Spdr Series Trust State Street Spd (SLYV)	2.4	$9.5M		101k	94.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$9.3M	-5%	38k	248.00	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$8.0M	+11%	41k	196.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$5.9M	+53%	60k	99.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$5.8M		66k	88.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$4.8M		50k	97.23	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.2	$4.8M		16k	295.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$4.6M	-2%	90k	50.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$4.5M	-2%	24k	184.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.2M	+16%	66k	64.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.1M	-5%	8.5k	479.20	View chart
NVIDIA Corporation (NVDA)	1.0	$4.0M	-5%	23k	174.40	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$3.8M		26k	145.79	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.9	$3.6M	-12%	81k	44.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$3.3M	-2%	66k	49.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.0M	+9%	45k	67.53	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$2.9M	-2%	32k	91.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.9M		26k	113.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$2.9M	+23%	4.1k	697.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.3M	+4%	7.3k	320.80	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.1M	+22%	31k	69.75	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.0M	-6%	19k	106.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$1.8M		39k	46.19	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$1.8M	-6%	19k	93.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.7M	-85%	15k	108.99	View chart
Amazon (AMZN)	0.4	$1.6M	+3%	7.9k	208.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M		2.5k	597.55	View chart
Broadcom (AVGO)	0.4	$1.5M	-17%	4.8k	309.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.5M	-7%	11k	132.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.4M	-89%	26k	54.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.4M	+4%	7.1k	191.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.3M	+14%	21k	61.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.1M	+3%	2.6k	436.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-12%	3.9k	287.55	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.1M	+16%	5.9k	179.83	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$959k	+6%	6.5k	146.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$954k	+8%	12k	77.11	View chart
Apple (AAPL)	0.2	$936k	-6%	3.7k	253.79	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$913k	+26%	9.1k	100.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$875k		4.0k	217.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$833k		2.9k	286.81	View chart
Tesla Motors (TSLA)	0.2	$825k	+6%	2.2k	371.69	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$798k	+39%	6.8k	117.66	View chart
Vanguard World Health Car Etf (VHT)	0.2	$788k	+15%	2.9k	272.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$755k	-2%	2.5k	298.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$708k	+4%	5.7k	124.31	View chart
UnitedHealth (UNH)	0.2	$697k	+5%	2.6k	270.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$686k	-5%	3.3k	205.80	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$684k		6.7k	101.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$672k	+2%	1.2k	577.10	View chart
Microsoft Corporation (MSFT)	0.2	$669k		1.8k	370.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$661k	+7%	2.5k	261.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$641k		1.8k	356.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$592k	+6%	910.00	650.34	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$565k	-16%	7.2k	78.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$533k	+2%	1.3k	426.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$533k	-24%	5.3k	100.66	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$527k	+40%	1.5k	359.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$511k		3.6k	142.42	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$494k	+25%	7.4k	66.86	View chart
3M Company (MMM)	0.1	$443k	-3%	3.0k	145.21	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$430k		2.0k	218.80	View chart
Meta Platforms Cl A (META)	0.1	$397k		693.00	572.13	View chart
Dell Technologies CL C (DELL)	0.1	$372k	-11%	2.3k	164.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$343k	+22%	879.00	390.41	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$335k	+35%	18k	18.29	View chart
JPMorgan Chase & Co. (JPM)	0.1	$332k	+6%	1.1k	294.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$324k	-93%	12k	28.08	View chart
Impax Funds Series Trust I Global Infrastru	0.1	$323k	NEW	13k	25.65	View chart
Ecolab (ECL)	0.1	$316k		1.2k	266.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$316k	+4%	2.9k	110.36	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$304k	NEW	8.5k	35.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$286k	+11%	3.8k	75.10	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$275k	NEW	9.7k	28.43	View chart
Visa Com Cl A (V)	0.1	$271k		897.00	302.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$266k	NEW	2.5k	106.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$260k		3.3k	78.41	View chart
Philip Morris International (PM)	0.1	$248k		1.5k	165.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$243k	NEW	1.4k	169.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$231k	-32%	2.1k	110.86	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.1	$229k	NEW	7.9k	28.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$226k	NEW	7.8k	29.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$220k	NEW	337.00	653.47	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$209k	NEW	2.5k	81.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$202k	+2%	1.5k	138.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$200k	NEW	2.3k	86.64	View chart
Enovix Corp (ENVX)	0.0	$82k		16k	5.18	View chart

Past Filings by LPWM

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

LPWM 2026 Q1 filed April 9, 2026
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

View all past filings

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