Lpwm Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Lpwm Llc disclosed 101 stock positions valued at approximately $457.90M as of quarter-end September 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 101
- Portfolio Value
- $457.90M
Holdings by Sector
Lpwm Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONG | Other | 19.41% | 689,236 | +6,801 | +1.00% | $88,863,198 |
| VANGUARD INDEX FDS | VTV | Other | 14.88% | 315,275 | +1,263 | +0.40% | $68,124,688 |
| ISHARES TR | IWS | Other | 7.55% | 215,015 | -1,395 | -0.64% | $34,561,530 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.97% | 542,498 | -3,862 | -0.71% | $27,325,612 |
| ISHARES TR | IEFA | Other | 4.92% | 232,715 | +6,071 | +2.68% | $22,545,464 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.40% | 389,237 | +4,781 | +1.24% | $20,146,907 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.91% | 364,020 | +4,790 | +1.33% | $17,917,086 |
| ISHARES TR | IVE | Other | 2.66% | 53,294 | -1,021 | -1.88% | $12,166,021 |
| ISHARES TR | IWM | Other | 2.26% | 37,262 | +330 | +0.89% | $10,354,815 |
| SPDR SERIES TRUST | SLYV | Other | 2.24% | 100,347 | -965 | -0.95% | $10,250,413 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.56% | 141,108 | +28,782 | +25.62% | $7,134,420 |
| ISHARES TR | IVW | Other | 1.40% | 45,029 | +837 | +1.89% | $6,405,826 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.29% | 17,126 | +346 | +2.06% | $5,891,344 |
| VANGUARD INDEX FDS | VNQ | Other | 1.28% | 65,330 | +120 | +0.18% | $5,855,490 |
| ISHARES TR | AGG | Other | 1.23% | 59,651 | -513 | -0.85% | $5,639,406 |
| ISHARES TR | IWR | Other | 1.16% | 49,968 | +469 | +0.95% | $5,332,060 |
| NVIDIA CORPORATION | NVDA | Technology | 1.12% | 22,411 | -342 | -1.50% | $5,118,264 |
| VANGUARD INDEX FDS | VOE | Other | 1.03% | 24,227 | +1 | +0.00% | $4,737,071 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.03% | 66,596 | +539 | +0.82% | $4,702,335 |
| ISHARES TR | SGOV | Other | 1.00% | 45,698 | +29,170 | +176.49% | $4,600,875 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.00% | 96,622 | +21,272 | +28.23% | $4,576,018 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.92% | 27,022 | +280 | +1.05% | $4,195,138 |
| VANGUARD WORLD FD | VGT | Other | 0.90% | 32,792 | +120 | +0.37% | $4,120,989 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.84% | 7,718 | -287 | -3.59% | $3,843,178 |
| ISHARES TR | IJH | Other | 0.80% | 50,759 | +3,452 | +7.30% | $3,652,110 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.78% | 83,644 | +586 | +0.71% | $3,556,523 |
| VANGUARD INDEX FDS | VTI | Other | 0.61% | 7,495 | +110 | +1.49% | $2,804,910 |
| ISHARES INC | IEMG | Other | 0.61% | 34,161 | +1,158 | +3.51% | $2,772,486 |
| SPDR SERIES TRUST | BIL | Other | 0.59% | 29,625 | -1,307 | -4.23% | $2,714,870 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.52% | 21,832 | +916 | +4.38% | $2,373,107 |
Showing 30 of 101 holdings in the latest reporting period.