Lpwm Llc Portfolio Stock Holdings
Lpwm Llc disclosed 94 stock positions valued at approximately $396.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 94
- Portfolio Value
- $396.3M
Holdings by Sector
Lpwm Llc Portfolio Holdings in Q1 2026
93 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONG | Other | 18.28% | 660,553 | +840 | +0.13% | $72,456,099 |
| ISHARES TR | IVE | Other | 17.68% | 331,900 | +2,493 | +0.76% | $70,080,747 |
| ISHARES TR | IWS | Other | 8.34% | 226,691 | -4,870 | -2.10% | $33,037,978 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.50% | 509,362 | +187,463 | +58.24% | $25,778,811 |
| ISHARES TR | IEFA | Other | 4.89% | 213,995 | +17,803 | +9.07% | $19,372,948 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.50% | 380,104 | +380,104 | +100.00% | $17,830,679 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.85% | 305,716 | +29,905 | +10.84% | $15,270,521 |
| SPDR SERIES TRUST | SLYV | Other | 2.41% | 100,823 | -120 | -0.12% | $9,535,856 |
| ISHARES TR | IWM | Other | 2.35% | 37,577 | -2,346 | -5.88% | $9,318,989 |
| VANGUARD INDEX FDS | VTV | Other | 2.03% | 40,973 | +4,183 | +11.37% | $8,038,928 |
| ISHARES TR | AGG | Other | 1.49% | 59,613 | +20,688 | +53.15% | $5,917,783 |
| VANGUARD INDEX FDS | VNQ | Other | 1.47% | 65,645 | -794 | -1.20% | $5,822,715 |
| ISHARES TR | IWR | Other | 1.21% | 49,482 | +335 | +0.68% | $4,811,111 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.20% | 16,174 | +122 | +0.76% | $4,773,271 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.15% | 89,453 | -2,531 | -2.75% | $4,560,314 |
| VANGUARD INDEX FDS | VOE | Other | 1.14% | 24,434 | -532 | -2.13% | $4,502,665 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.06% | 65,778 | +9,345 | +16.56% | $4,215,039 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.03% | 8,510 | -508 | -5.63% | $4,077,992 |
| NVIDIA CORPORATION | NVDA | Technology | 1.01% | 22,996 | -1,273 | -5.25% | $4,010,572 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.95% | 25,743 | +308 | +1.21% | $3,753,087 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.90% | 80,514 | -11,658 | -12.65% | $3,578,827 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.82% | 65,483 | -1,434 | -2.14% | $3,266,947 |
| ISHARES TR | IJH | Other | 0.77% | 44,969 | +3,804 | +9.24% | $3,036,757 |
| SPDR SERIES TRUST | BIL | Other | 0.73% | 31,727 | -753 | -2.32% | $2,907,496 |
| ISHARES TR | IVW | Other | 0.73% | 25,594 | -256 | -0.99% | $2,894,937 |
| VANGUARD WORLD FD | VGT | Other | 0.72% | 4,092 | +768 | +23.10% | $2,855,070 |
| VANGUARD INDEX FDS | VTI | Other | 0.59% | 7,284 | +293 | +4.19% | $2,336,733 |
| ISHARES INC | IEMG | Other | 0.54% | 30,709 | +5,713 | +22.86% | $2,141,950 |
| ISHARES TR | MUB | Other | 0.51% | 18,927 | -1,349 | -6.65% | $2,009,101 |
| ISHARES TR | IUSB | Other | 0.46% | 39,105 | +75 | +0.19% | $1,806,260 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.44% | 18,710 | -1,375 | -6.85% | $1,753,863 |
| ISHARES TR | LQD | Other | 0.42% | 15,285 | -87,219 | -85.09% | $1,665,955 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.42% | 7,913 | +270 | +3.53% | $1,648,117 |
| VANGUARD INDEX FDS | VOO | Other | 0.38% | 2,542 | -46 | -1.78% | $1,518,972 |
| BROADCOM INC | AVGO | Technology | 0.37% | 4,750 | -1,029 | -17.81% | $1,470,270 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.37% | 10,964 | -872 | -7.37% | $1,457,173 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 25,777 | -217,127 | -89.39% | $1,393,271 |
| ISHARES TR | QUAL | Other | 0.34% | 7,125 | +308 | +4.52% | $1,366,636 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.32% | 20,590 | +2,569 | +14.26% | $1,261,344 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 2,586 | +77 | +3.07% | $1,129,630 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 3,884 | -551 | -12.42% | $1,116,857 |
| VANGUARD WORLD FD | VOX | Other | 0.27% | 5,912 | +828 | +16.29% | $1,063,157 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.24% | 6,539 | +378 | +6.14% | $958,708 |
| VANGUARD STAR FDS | VXUS | Other | 0.24% | 12,365 | +1,018 | +8.97% | $953,465 |
| APPLE INC | AAPL | Technology | 0.24% | 3,686 | -237 | -6.04% | $935,463 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.23% | 9,113 | +1,899 | +26.32% | $912,806 |
| VANGUARD INDEX FDS | VBR | Other | 0.22% | 4,027 | +49 | +1.23% | $874,809 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 2,905 | +1 | +0.03% | $833,190 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 2,220 | +126 | +6.02% | $825,156 |
| ISHARES TR | IYF | Other | 0.20% | 6,786 | +1,915 | +39.31% | $798,441 |
| VANGUARD WORLD FD | VHT | Other | 0.20% | 2,895 | +382 | +15.20% | $788,395 |
| VANGUARD INDEX FDS | VV | Other | 0.19% | 2,526 | -65 | -2.51% | $754,895 |
| ISHARES TR | IJR | Other | 0.18% | 5,692 | +257 | +4.73% | $707,573 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 2,576 | +133 | +5.44% | $696,905 |
| VANGUARD INDEX FDS | VXF | Other | 0.17% | 3,335 | -186 | -5.28% | $686,343 |
| ISHARES TR | ICVT | Other | 0.17% | 6,718 | -57 | -0.84% | $683,825 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 1,165 | +27 | +2.37% | $672,327 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 1,806 | +31 | +1.75% | $668,573 |
| VANGUARD INDEX FDS | VB | Other | 0.17% | 2,523 | +169 | +7.18% | $660,824 |
| ISHARES TR | IWB | Other | 0.16% | 1,798 | - | - | $641,095 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.15% | 910 | +58 | +6.81% | $591,809 |
| ISHARES INC | EMXC | Other | 0.14% | 7,187 | -1,437 | -16.66% | $565,321 |
| ISHARES TR | IWF | Other | 0.13% | 1,251 | +31 | +2.54% | $533,426 |
| ISHARES TR | SGOV | Other | 0.13% | 5,296 | -1,679 | -24.07% | $533,095 |
| VANGUARD WORLD FD | VCR | Other | 0.13% | 1,469 | +427 | +40.98% | $527,415 |
| ISHARES TR | ITOT | Other | 0.13% | 3,589 | +4 | +0.11% | $511,145 |
| INVESCO EXCHANGE TRADED FD T | PHO | Other | 0.12% | 7,387 | +1,489 | +25.25% | $493,895 |
| 3M CO | MMM | Industrials | 0.11% | 3,049 | -120 | -3.79% | $442,735 |
| ISHARES TR | ITA | Other | 0.11% | 1,966 | - | - | $430,170 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 693 | - | - | $396,486 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.09% | 2,266 | -305 | -11.86% | $371,919 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.09% | 879 | +162 | +22.59% | $343,170 |
| ISHARES TR | ICLN | Other | 0.08% | 18,309 | +4,841 | +35.94% | $334,872 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.08% | 1,128 | +68 | +6.42% | $331,812 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.08% | 11,527 | -167,603 | -93.57% | $323,678 |
| ECOLAB INC | ECL | Basic Materials | 0.08% | 1,188 | - | - | $316,032 |
| ISHARES TR | TIP | Other | 0.08% | 2,861 | +120 | +4.38% | $315,740 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.08% | 8,508 | +8,508 | +100.00% | $303,821 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.07% | 3,802 | +381 | +11.14% | $285,521 |
| KRANESHARES TRUST | KWEB | Other | 0.07% | 9,684 | +9,684 | +100.00% | $275,316 |
| VISA INC | V | Financial Services | 0.07% | 897 | - | - | $271,012 |
| ISHARES TR | SUB | Other | 0.07% | 2,501 | +2,501 | +100.00% | $266,357 |
| ISHARES TR | SCZ | Other | 0.07% | 3,316 | -1 | -0.03% | $260,008 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 1,500 | - | - | $248,010 |
| EXXON MOBIL CORP | XOM | Energy | 0.06% | 1,434 | +1,434 | +100.00% | $243,253 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.06% | 2,086 | -988 | -32.14% | $231,254 |
| ISHARES TR | IEZ | Other | 0.06% | 7,903 | +7,903 | +100.00% | $228,792 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.06% | 7,761 | +7,761 | +100.00% | $226,078 |
| ISHARES TR | IVV | Other | 0.06% | 337 | +337 | +100.00% | $220,218 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.05% | 2,548 | +2,548 | +100.00% | $208,885 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.05% | 1,458 | +34 | +2.39% | $201,687 |
| ISHARES TR | IXUS | Other | 0.05% | 2,312 | +2,312 | +100.00% | $200,312 |
| ENOVIX CORPORATION | ENVX | Industrials | 0.02% | 15,910 | - | - | $82,414 |