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LPWM

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

Top 5 stock holdings are VONG, VTV, IWS, JPST, IEFA, and represent 53.42% of LPWM's stock portfolio.
Added to shares of these 10 stocks: VTV (+$60M), VGT, VONG, VTIP, IVW, JPST, IEFA, JMST, VUG, SGOV.
Started 7 new stock positions in UBER, SMH, LTH, STIP, AMAT, VYM, PUSH.
Reduced shares in these 10 stocks: IVE (-$63M), IWS, DFLV, BRK.B, , SCHG, IWM, GOOGL, BIL, IWB.
Sold out of its positions in DFLV, XOM, SCHG.
LPWM was a net buyer of stock by $17M.
LPWM has $451M in assets under management (AUM), dropping by 13.72%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 98 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	19.4	$87M	+3%	682k	127.81	View chart
Vanguard Index Fds Value Etf (VTV)	15.2	$68M	+666%	314k	217.93	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	7.9	$36M	-4%	216k	164.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.1	$28M	+7%	546k	50.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$22M	+5%	227k	96.58	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	4.4	$20M		385k	51.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.0	$18M	+17%	359k	50.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.7	$12M	-83%	54k	227.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$11M		37k	300.45	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.5	$11M		101k	109.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$6.3M		65k	96.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$6.1M	+72%	44k	137.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$6.0M		60k	98.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$5.7M	+25%	112k	51.00	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.3	$5.7M	+3%	17k	338.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$5.5M		50k	110.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$4.8M		24k	197.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.7M		66k	71.25	View chart
NVIDIA Corporation (NVDA)	1.0	$4.6M		23k	200.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$4.1M	+3%	27k	154.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$4.0M	-5%	8.0k	500.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$3.9M	+698%	33k	119.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$3.8M	+15%	75k	50.58	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$3.7M	+3%	83k	44.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.6M	+5%	47k	77.11	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$2.8M	-2%	31k	91.64	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.7M	+7%	33k	82.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.7M		7.4k	370.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$2.2M	+11%	21k	106.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$2.1M		11k	190.51	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.0M		19k	107.62	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.9M	+6%	42k	46.15	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.9M	+14%	18k	109.07	View chart
Amazon (AMZN)	0.4	$1.9M		7.8k	238.35	View chart
Broadcom (AVGO)	0.4	$1.8M		4.8k	377.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.8M		2.6k	686.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.7M	+12%	29k	59.69	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$1.7M	+212%	17k	100.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.5M	-2%	7.0k	219.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.4M	+511%	16k	86.14	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.3M	+13%	10k	121.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	-11%	3.4k	357.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.2M	+9%	14k	85.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$1.1M		21k	53.11	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.1M		5.9k	183.94	View chart
Tesla Motors (TSLA)	0.2	$1.1M	+15%	2.6k	420.54	View chart
UnitedHealth (UNH)	0.2	$1.1M		2.6k	415.61	View chart
Apple (AAPL)	0.2	$1.0M	-3%	3.6k	289.33	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$1.0M		6.4k	158.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		2.9k	353.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$979k		4.0k	242.97	View chart
Dell Technologies CL C (DELL)	0.2	$978k		2.3k	431.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$904k	+18%	3.0k	303.12	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$865k		6.8k	127.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$852k		2.5k	343.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$844k		5.7k	148.31	View chart
Vanguard World Health Car Etf (VHT)	0.2	$836k	-3%	2.8k	299.01	View chart
Microsoft Corporation (MSFT)	0.2	$835k	+23%	2.2k	373.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$826k	+12%	8.1k	102.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$825k	-3%	1.1k	736.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$816k		3.3k	246.21	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$753k	-7%	6.2k	121.74	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$681k		912.00	746.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$671k		879.00	763.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$669k	-9%	1.6k	409.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$657k	+322%	5.3k	124.17	View chart
Life Time Group Holdings Common Stock (LTH)	0.1	$649k	NEW	16k	40.84	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.1	$605k	NEW	12k	50.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$583k		1.5k	396.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$577k	-2%	3.5k	164.29	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$510k		7.4k	69.08	View chart
Applied Materials (AMAT)	0.1	$508k	NEW	702.00	723.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$477k		2.0k	242.36	View chart
3M Company (MMM)	0.1	$435k	-11%	2.7k	161.88	View chart
Meta Platforms Cl A (META)	0.1	$390k		693.00	563.29	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$375k		18k	20.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$366k		1.1k	327.33	View chart
Ecolab (ECL)	0.1	$331k		1.2k	278.61	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.1	$331k		13k	26.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$321k		3.8k	83.76	View chart
Visa Com Cl A (V)	0.1	$316k	+2%	920.00	342.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$311k		2.8k	109.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$287k	+5%	3.5k	82.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$285k	+29%	3.0k	95.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$276k	-13%	9.9k	27.80	View chart
Philip Morris International (PM)	0.1	$271k		1.5k	180.91	View chart
Uber Technologies (UBER)	0.1	$268k	NEW	3.7k	72.16	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$266k		2.5k	106.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$253k		337.00	749.31	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$237k		9.7k	24.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$236k	+3%	1.5k	156.95	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$224k		2.1k	107.13	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.0	$213k		7.9k	26.90	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$212k		2.5k	83.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$209k	NEW	1.3k	158.03	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$205k	NEW	2.0k	102.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$201k	NEW	306.00	655.89	View chart
Enovix Corp (ENVX)	0.0	$97k		16k	6.07	View chart

Past Filings by LPWM

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

LPWM 2026 Q2 filed July 24, 2026
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

View all past filings

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