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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 52.72% of LPWM's stock portfolio.
Added to shares of these 10 stocks: SGOV, PUSH, JMST, VTEB, VONG, CRWD, IEFA, VTV, LLY, IJH.
Started 8 new stock positions in SCHX, PLTR, DFLV, SPCX, LLY, XLU, XOM, COST.
Reduced shares in these 10 stocks: MUB, SUB, LTH, KWEB, IVE, IWS, , SMH, JPST, BRK.B.
Sold out of its positions in ENVX, SUB, STIP, KWEB, SMH.
LPWM was a net buyer of stock by $11M.
LPWM has $458M in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001801101

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Portfolio Holdings for LPWM

LPWM holds 101 positions in its portfolio as reported in the September 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	$89M		689k	128.93	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	14.9	$68M		315k	216.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	7.5	$35M		215k	160.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.0	$27M		543k	50.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$23M	+2%	233k	96.88	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	4.4	$20M		389k	51.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$18M		364k	49.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.7	$12M		53k	228.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$10M		37k	277.89	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.2	$10M		100k	102.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.6	$7.1M	+25%	141k	50.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$6.4M		45k	142.26	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.3	$5.9M	+2%	17k	344.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$5.9M		65k	89.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$5.6M		60k	94.54	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$5.3M		50k	106.71	View chart
NVIDIA Corporation (NVDA)	1.1	$5.1M		22k	228.38	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	1.0	$4.7M		24k	195.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.7M		67k	70.61	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.0	$4.6M	+176%	46k	100.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$4.6M	+28%	97k	47.36	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$4.2M		27k	155.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$4.1M		33k	125.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.8M	-3%	7.7k	497.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.7M	+7%	51k	71.95	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$3.6M		84k	42.52	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$2.8M		7.5k	374.24	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.8M	+3%	34k	81.16	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$2.7M	-4%	30k	91.64	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$2.4M	+4%	22k	108.70	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.5	$2.2M	+273%	45k	49.75	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$2.2M		11k	195.74	View chart
Amazon (AMZN)	0.4	$2.0M		7.8k	249.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.9M	+9%	32k	59.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.8M		2.6k	700.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.8M		42k	44.09	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.8M		18k	102.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.6M	+5%	7.3k	222.24	View chart
Broadcom (AVGO)	0.3	$1.6M	-5%	4.5k	351.21	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.5M	-19%	15k	101.10	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$1.4M		16k	90.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.3M	+11%	15k	84.96	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.2M	+4%	11k	112.24	View chart
Apple (AAPL)	0.3	$1.2M		3.6k	332.97	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	+4%	2.3k	512.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		3.4k	344.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.2M	-8%	19k	61.50	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.1M		5.9k	190.58	View chart
Dell Technologies CL C (DELL)	0.2	$1.1M	-11%	2.0k	537.95	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$1.1M	-2%	6.2k	168.41	View chart
UnitedHealth (UNH)	0.2	$1.0M	+7%	2.8k	367.08	View chart
Vanguard World Health Car Etf (VHT)	0.2	$958k	+8%	3.0k	316.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$957k	-2%	2.8k	340.68	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$933k		4.0k	231.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$931k	+300%	3.5k	264.75	View chart
Tesla Motors (TSLA)	0.2	$930k	+2%	2.6k	354.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$903k	+9%	1.2k	739.87	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$896k	+5%	3.1k	284.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$866k	+8%	8.7k	99.09	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$863k		2.5k	351.85	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$853k		6.8k	125.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$779k		5.7k	136.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$768k		3.3k	231.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$762k	+9%	999.00	762.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$737k	+11%	5.9k	125.26	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$696k		6.2k	112.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$680k		1.6k	416.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$645k	+10%	3.9k	166.28	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$536k		1.5k	364.68	View chart
Meta Platforms Cl A (META)	0.1	$503k		693.00	725.18	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$503k		7.4k	67.83	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$494k	+74%	5.2k	94.99	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$407k		2.0k	207.13	View chart
3M Company (MMM)	0.1	$399k	-9%	2.4k	164.15	View chart
Life Time Group Holdings Common Stock (LTH)	0.1	$387k	-38%	9.7k	39.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$370k		1.1k	330.83	View chart
Applied Materials (AMAT)	0.1	$359k		702.00	511.38	View chart
Visa Com Cl A (V)	0.1	$331k		920.00	359.20	View chart
Ecolab (ECL)	0.1	$326k		1.2k	274.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$319k		3.8k	82.97	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$311k		18k	17.00	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.1	$311k		13k	24.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$295k		2.8k	104.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$294k		3.5k	84.42	View chart
Philip Morris International (PM)	0.1	$292k		1.5k	190.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$271k	-2%	9.7k	27.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$258k		337.00	766.42	View chart
Eli Lilly & Co. (LLY)	0.1	$257k	NEW	222.00	1159.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$243k	NEW	1.3k	187.05	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$239k	+2%	2.2k	110.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$239k		1.5k	157.89	View chart
Uber Technologies (UBER)	0.1	$238k	-6%	3.5k	68.51	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$233k	NEW	1.4k	162.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$233k	NEW	7.8k	30.00	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$231k	NEW	5.9k	39.44	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$224k	NEW	5.6k	40.17	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$205k		2.5k	80.60	View chart
Costco Wholesale Corporation (COST)	0.0	$205k	NEW	225.00	911.60	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$205k		1.3k	155.20	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.0	$201k	-3%	7.6k	26.52	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$201k	NEW	1.3k	150.86	View chart

Past Filings by LPWM

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

LPWM 2026 Q3 filed Oct. 20, 2026
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

View all past filings

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