Q1 2026 · 13F-HR
LPWM LLCholdings as filed
Filed 2026-04-09 · accession 0001951757-26-000557
$396.3M
Reported value
94
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92206C680 | VONG | VANGUARD SCOTTSDALE FDS | $72.5M | 18.3% | 660,553 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $70.1M | 17.7% | 331,900 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $33.0M | 8.34% | 226,691 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $25.8M | 6.50% | 509,362 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $19.4M | 4.89% | 213,995 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $17.8M | 4.50% | 380,104 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $15.3M | 3.85% | 305,716 | Common | NONE |
| 78464A300 | SLYV | SPDR SERIES TRUST | $9.5M | 2.41% | 100,823 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $9.3M | 2.35% | 37,577 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $8.0M | 2.03% | 40,973 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $5.9M | 1.49% | 59,613 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $5.8M | 1.47% | 65,645 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $4.8M | 1.21% | 49,482 | Common | NONE |
| 92206C730 | VONE | VANGUARD SCOTTSDALE FDS | $4.8M | 1.20% | 16,174 | Common | NONE |
| 46641Q654 | JMST | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.15% | 89,453 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $4.5M | 1.14% | 24,434 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.06% | 65,778 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.03% | 8,510 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.0M | 1.01% | 22,996 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $3.8M | 0.95% | 25,743 | Common | NONE |
| 922042676 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.6M | 0.90% | 80,514 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $3.3M | 0.82% | 65,483 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $3.0M | 0.77% | 44,969 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $2.9M | 0.73% | 31,727 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $2.9M | 0.73% | 25,594 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $2.9M | 0.72% | 4,092 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.3M | 0.59% | 7,284 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $2.1M | 0.54% | 30,709 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $2.0M | 0.51% | 18,927 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $1.8M | 0.46% | 39,105 | Common | NONE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $1.8M | 0.44% | 18,710 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $1.7M | 0.42% | 15,285 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.6M | 0.42% | 7,913 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.5M | 0.38% | 2,542 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.5M | 0.37% | 4,750 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $1.5M | 0.37% | 10,964 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.35% | 25,777 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $1.4M | 0.34% | 7,125 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.3M | 0.32% | 20,590 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.1M | 0.29% | 2,586 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.1M | 0.28% | 3,884 | Common | NONE |
| 92204A884 | VOX | VANGUARD WORLD FD | $1.1M | 0.27% | 5,912 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $958,708 | 0.24% | 6,539 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $953,465 | 0.24% | 12,365 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $935,463 | 0.24% | 3,686 | Common | NONE |
| 92206C664 | VTWO | VANGUARD SCOTTSDALE FDS | $912,806 | 0.23% | 9,113 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $874,809 | 0.22% | 4,027 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $833,190 | 0.21% | 2,905 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $825,156 | 0.21% | 2,220 | Common | NONE |
| 464287788 | IYF | ISHARES TR | $798,441 | 0.20% | 6,786 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $788,395 | 0.20% | 2,895 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $754,895 | 0.19% | 2,526 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $707,573 | 0.18% | 5,692 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $696,905 | 0.18% | 2,576 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $686,343 | 0.17% | 3,335 | Common | NONE |
| 46435G102 | ICVT | ISHARES TR | $683,825 | 0.17% | 6,718 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $672,327 | 0.17% | 1,165 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $668,573 | 0.17% | 1,806 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $660,824 | 0.17% | 2,523 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $641,095 | 0.16% | 1,798 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $591,809 | 0.15% | 910 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $565,321 | 0.14% | 7,187 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $533,426 | 0.13% | 1,251 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $533,095 | 0.13% | 5,296 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $527,415 | 0.13% | 1,469 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $511,145 | 0.13% | 3,589 | Common | NONE |
| 46137V142 | PHO | INVESCO EXCHANGE TRADED FD T | $493,895 | 0.12% | 7,387 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $442,735 | 0.11% | 3,049 | Common | NONE |
| 464288760 | ITA | ISHARES TR | $430,170 | 0.11% | 1,966 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $396,486 | 0.10% | 693 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $371,919 | 0.09% | 2,266 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $343,170 | 0.09% | 879 | Common | NONE |
| 464288224 | ICLN | ISHARES TR | $334,872 | 0.08% | 18,309 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $331,812 | 0.08% | 1,128 | Common | NONE |
| 46138E297 | EELV | INVESCO EXCH TRADED FD TR II | $323,678 | 0.08% | 11,527 | Common | NONE |
| 704223387 | BLDX | IMPAX FUNDS SERIES TRUST I | $323,364 | 0.08% | 12,609 | Common | NONE |
| 278865100 | ECL | ECOLAB INC | $316,032 | 0.08% | 1,188 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $315,740 | 0.08% | 2,861 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $303,821 | 0.08% | 8,508 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $285,521 | 0.07% | 3,802 | Common | NONE |
| 500767306 | KWEB | KRANESHARES TRUST | $275,316 | 0.07% | 9,684 | Common | NONE |
| 92826C839 | V | VISA INC | $271,012 | 0.07% | 897 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $266,357 | 0.07% | 2,501 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $260,008 | 0.07% | 3,316 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $248,010 | 0.06% | 1,500 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $243,253 | 0.06% | 1,434 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $231,254 | 0.06% | 2,086 | Common | NONE |
| 464288844 | IEZ | ISHARES TR | $228,792 | 0.06% | 7,903 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $226,078 | 0.06% | 7,761 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $220,218 | 0.06% | 337 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $208,885 | 0.05% | 2,548 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $201,687 | 0.05% | 1,458 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $200,312 | 0.05% | 2,312 | Common | NONE |
| 293594107 | ENVX | ENOVIX CORPORATION | $82,414 | 0.02% | 15,910 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.