Lpwm Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Lpwm Llc disclosed 98 stock positions valued at approximately $450.72M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 98
- Portfolio Value
- $450.72M
Holdings by Sector
Lpwm Llc Portfolio Holdings in Q2 2026
96 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONG | Other | 19.35% | 682,435 | +21,882 | +3.31% | $87,221,988 |
| VANGUARD INDEX FDS | VTV | Other | 15.18% | 314,012 | +273,039 | +666.39% | $68,432,577 |
| ISHARES TR | IWS | Other | 7.90% | 216,410 | -10,281 | -4.54% | $35,621,013 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.13% | 546,360 | +36,998 | +7.26% | $27,629,447 |
| ISHARES TR | IEFA | Other | 4.86% | 226,644 | +12,649 | +5.91% | $21,889,312 |
| SPDR INDEX SHS FDS | SPEM | Other | 4.42% | 384,456 | +4,352 | +1.14% | $19,907,132 |
| VANGUARD MALVERN FDS | VTIP | Other | 4.00% | 359,230 | +53,514 | +17.50% | $18,044,102 |
| ISHARES TR | IVE | Other | 2.74% | 54,315 | -277,585 | -83.64% | $12,332,830 |
| ISHARES TR | IWM | Other | 2.46% | 36,932 | -645 | -1.72% | $11,096,322 |
| SPDR SERIES TRUST | SLYV | Other | 2.45% | 101,312 | +489 | +0.49% | $11,054,127 |
| VANGUARD INDEX FDS | VNQ | Other | 1.40% | 65,210 | -435 | -0.66% | $6,288,218 |
| ISHARES TR | IVW | Other | 1.35% | 44,192 | +18,598 | +72.67% | $6,077,726 |
| ISHARES TR | AGG | Other | 1.32% | 60,164 | +551 | +0.92% | $5,955,033 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.27% | 112,326 | +22,873 | +25.57% | $5,728,626 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.26% | 16,780 | +606 | +3.75% | $5,683,722 |
| ISHARES TR | IWR | Other | 1.21% | 49,499 | +17 | +0.03% | $5,460,703 |
| VANGUARD INDEX FDS | VOE | Other | 1.06% | 24,226 | -208 | -0.85% | $4,787,023 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.04% | 66,057 | +279 | +0.42% | $4,706,526 |
| NVIDIA CORPORATION | NVDA | Technology | 1.01% | 22,753 | -243 | -1.06% | $4,552,620 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.92% | 26,742 | +999 | +3.88% | $4,126,014 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.89% | 8,005 | -505 | -5.93% | $4,005,622 |
| VANGUARD WORLD FD | VGT | Other | 0.87% | 32,672 | +28,580 | +698.44% | $3,904,957 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.85% | 75,350 | +9,867 | +15.07% | $3,811,203 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.83% | 83,058 | +2,544 | +3.16% | $3,725,131 |
| ISHARES TR | IJH | Other | 0.81% | 47,307 | +2,338 | +5.20% | $3,647,843 |
| SPDR SERIES TRUST | BIL | Other | 0.63% | 30,932 | -795 | -2.51% | $2,834,629 |
| ISHARES INC | IEMG | Other | 0.61% | 33,003 | +2,294 | +7.47% | $2,733,947 |
| VANGUARD INDEX FDS | VTI | Other | 0.61% | 7,385 | +101 | +1.39% | $2,732,574 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.49% | 20,916 | +2,206 | +11.79% | $2,223,613 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.46% | 10,988 | +24 | +0.22% | $2,093,343 |
| ISHARES TR | MUB | Other | 0.45% | 18,758 | -169 | -0.89% | $2,018,736 |
| ISHARES TR | IUSB | Other | 0.43% | 41,822 | +2,717 | +6.95% | $1,930,085 |
| ISHARES TR | LQD | Other | 0.42% | 17,522 | +2,237 | +14.64% | $1,911,169 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.41% | 7,809 | -104 | -1.31% | $1,861,284 |
| BROADCOM INC | AVGO | Technology | 0.40% | 4,750 | - | - | $1,794,431 |
| VANGUARD INDEX FDS | VOO | Other | 0.39% | 2,589 | +47 | +1.85% | $1,778,151 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.38% | 28,913 | +3,136 | +12.17% | $1,725,819 |
| ISHARES TR | SGOV | Other | 0.37% | 16,528 | +11,232 | +212.08% | $1,663,874 |
| ISHARES TR | QUAL | Other | 0.34% | 6,961 | -164 | -2.30% | $1,527,556 |
| VANGUARD INDEX FDS | VUG | Other | 0.30% | 15,823 | +13,237 | +511.87% | $1,363,011 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.28% | 10,326 | +1,213 | +13.31% | $1,253,821 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 3,422 | -462 | -11.89% | $1,222,743 |
| VANGUARD STAR FDS | VXUS | Other | 0.26% | 13,545 | +1,180 | +9.54% | $1,157,962 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.24% | 20,590 | - | - | $1,093,555 |
| VANGUARD WORLD FD | VOX | Other | 0.24% | 5,912 | - | - | $1,087,454 |
| TESLA INC | TSLA | Consumer Cyclical | 0.24% | 2,559 | +339 | +15.27% | $1,076,169 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.24% | 2,576 | - | - | $1,070,601 |
| APPLE INC | AAPL | Technology | 0.23% | 3,557 | -129 | -3.50% | $1,029,152 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.23% | 6,421 | -118 | -1.80% | $1,018,818 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 2,877 | -28 | -0.96% | $1,016,361 |
| VANGUARD INDEX FDS | VBR | Other | 0.22% | 4,027 | - | - | $978,457 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.22% | 2,266 | - | - | $977,688 |
| VANGUARD INDEX FDS | VB | Other | 0.20% | 2,982 | +459 | +18.19% | $903,904 |
| ISHARES TR | IYF | Other | 0.19% | 6,786 | - | - | $865,283 |
| VANGUARD INDEX FDS | VV | Other | 0.19% | 2,476 | -50 | -1.98% | $851,521 |
| ISHARES TR | IJR | Other | 0.19% | 5,692 | - | - | $844,181 |
| VANGUARD WORLD FD | VHT | Other | 0.19% | 2,795 | -100 | -3.45% | $835,733 |
| MICROSOFT CORP | MSFT | Technology | 0.19% | 2,239 | +433 | +23.98% | $835,239 |
| ISHARES INC | EMXC | Other | 0.18% | 8,070 | +883 | +12.29% | $825,608 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 1,120 | -45 | -3.86% | $824,656 |
| VANGUARD INDEX FDS | VXF | Other | 0.18% | 3,315 | -20 | -0.60% | $816,186 |
| ISHARES TR | ICVT | Other | 0.17% | 6,189 | -529 | -7.87% | $753,449 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.15% | 912 | +2 | +0.22% | $681,054 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.15% | 879 | - | - | $670,800 |
| ISHARES TR | IWB | Other | 0.15% | 1,633 | -165 | -9.18% | $668,714 |
| ISHARES TR | IWF | Other | 0.15% | 5,291 | +4,040 | +322.94% | $656,983 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 0.14% | 15,887 | +15,887 | +100.00% | $648,825 |
| VANGUARD WORLD FD | VCR | Other | 0.13% | 1,469 | - | - | $582,620 |
| ISHARES TR | ITOT | Other | 0.13% | 3,509 | -80 | -2.23% | $576,482 |
| INVESCO EXCHANGE TRADED FD T | PHO | Other | 0.11% | 7,387 | - | - | $510,294 |
| APPLIED MATLS INC | AMAT | Technology | 0.11% | 702 | +702 | +100.00% | $507,546 |
| ISHARES TR | ITA | Other | 0.11% | 1,967 | +1 | +0.05% | $476,720 |
| 3M CO | MMM | Industrials | 0.10% | 2,689 | -360 | -11.81% | $435,297 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 693 | - | - | $390,360 |
| ISHARES TR | ICLN | Other | 0.08% | 18,309 | - | - | $375,151 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.08% | 1,117 | -11 | -0.98% | $365,628 |
| ECOLAB INC | ECL | Basic Materials | 0.07% | 1,188 | - | - | $330,989 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.07% | 3,834 | +32 | +0.84% | $321,119 |
| VISA INC | V | Financial Services | 0.07% | 920 | +23 | +2.56% | $315,533 |
| ISHARES TR | TIP | Other | 0.07% | 2,840 | -21 | -0.73% | $310,781 |
| ISHARES TR | SCZ | Other | 0.06% | 3,489 | +173 | +5.22% | $287,040 |
| ISHARES TR | IXUS | Other | 0.06% | 2,987 | +675 | +29.20% | $285,079 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.06% | 9,918 | -1,609 | -13.96% | $275,720 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 1,500 | - | - | $271,365 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.06% | 3,711 | +3,711 | +100.00% | $267,786 |
| ISHARES TR | SUB | Other | 0.06% | 2,501 | - | - | $266,281 |
| ISHARES TR | IVV | Other | 0.06% | 337 | - | - | $252,517 |
| KRANESHARES TRUST | KWEB | Other | 0.05% | 9,684 | - | - | $236,967 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.05% | 1,506 | +48 | +3.29% | $236,371 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.05% | 2,092 | +6 | +0.29% | $224,116 |
| ISHARES TR | IEZ | Other | 0.05% | 7,903 | - | - | $212,591 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.05% | 2,548 | - | - | $211,662 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.05% | 1,320 | +1,320 | +100.00% | $208,600 |
| ISHARES TR | STIP | Other | 0.05% | 2,004 | +2,004 | +100.00% | $204,729 |
| VANECK ETF TRUST | SMH | Other | 0.04% | 306 | +306 | +100.00% | $200,702 |
| ENOVIX CORPORATION | ENVX | Industrials | 0.02% | 15,910 | - | - | $96,574 |