LPWM LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, LPWM LLC held in its portfolio 86 assets valued at $396,433,373 (i.e. $396.43M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($80.32M), ISHARES TR ($69.86M), and ISHARES TR ($32.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LPWM LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 659713 | 80320083 | VNG RUS1000GRW |
| ISHARES TR | 329407 | 69857405 | S&P 500 VAL ETF |
| ISHARES TR | 231561 | 32661698 | RUS MDCP VAL ETF |
| ISHARES TR | 196192 | 17551318 | CORE MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 321899 | 16284870 | ULTRA SHRT ETF |
| VANGUARD MALVERN FDS | 275811 | 13641619 | STRM INFPROIDX |
| VANGUARD INTL EQUITY INDEX F | 242904 | 13058509 | FTSE EMR MKT ETF |
| SPDR SERIES TRUST | 133423 | 12150760 | STATE STREET SPD |
| ISHARES TR | 102504 | 11294941 | IBOXX INV CP ETF |
| ISHARES TR | 39923 | 9827435 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 36790 | 7026527 | VALUE ETF |
| VANGUARD INDEX FDS | 66439 | 5879177 | REAL ESTATE ETF |
| VANGUARD SCOTTSDALE FDS | 16052 | 4960748 | VNG RUS1000IDX |
| INVESCO EXCH TRADED FD TR II | 179130 | 4913536 | S&P EMRNG MKTS |
| ISHARES TR | 49147 | 4731371 | RUS MID CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 91984 | 4685665 | ULTRA SHT MUNCPL |
| BERKSHIRE HATHAWAY INC DEL | 9018 | 4532898 | CL B NEW |
| NVIDIA CORPORATION | 24269 | 4526243 | COM |
| VANGUARD INDEX FDS | 24966 | 4428188 | MCAP VL IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 92172 | 4225143 | GLB EX US ETF |
| ISHARES TR | 38925 | 3887829 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 25435 | 3645566 | FTSE SMCAP ETF |
| VANGUARD TAX-MANAGED FDS | 56433 | 3525343 | VAN FTSE DEV MKT |
| VANGUARD MUN BD FDS | 66917 | 3365256 | TAX EXEMPT BD |
| ISHARES TR | 25850 | 3186271 | S&P 500 GRWT ETF |
| ISHARES TR | 41165 | 2716890 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 3324 | 2505565 | INF TECH ETF |
| VANGUARD INDEX FDS | 6991 | 2343978 | TOTAL STK MKT |
| ISHARES TR | 20276 | 2171762 | NATIONAL MUN ETF |
| BROADCOM INC | 5779 | 2000220 | COM |
| VANGUARD SCOTTSDALE FDS | 20085 | 1853861 | VNG RUS1000VAL |
| ISHARES TR | 39030 | 1816456 | CORE UNIVRSL USD |
| AMAZON COM INC | 7643 | 1764242 | COM |
| SELECT SECTOR SPDR TR | 11836 | 1704078 | STATE STREET TEC |
| ISHARES INC | 24996 | 1680229 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 2588 | 1623012 | S&P 500 ETF SHS |
| ALPHABET INC | 4435 | 1388223 | CAP STK CL A |
| ISHARES TR | 6817 | 1354053 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 2509 | 1224142 | GROWTH ETF |
| APPLE INC | 3923 | 1066575 | COM |
| VANGUARD WORLD FD | 5084 | 984353 | COMM SRVC ETF |
| SELECT SECTOR SPDR TR | 6161 | 953718 | STATE STREET HEA |
| TESLA INC | 2094 | 941557 | COM |
| ALPHABET INC | 2904 | 911124 | CAP STK CL C |
| MICROSOFT CORP | 1775 | 858486 | COM |
| VANGUARD STAR FDS | 11347 | 856018 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 3978 | 842445 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 2591 | 815647 | LARGE CAP ETF |
| UNITEDHEALTH GROUP INC | 2443 | 806469 | COM |
| SELECT SECTOR SPDR TR | 18021 | 805706 | STATE STREET ENE |
| VANGUARD INDEX FDS | 3521 | 736312 | EXTEND MKT ETF |
| VANGUARD WORLD FD | 2513 | 723367 | HEALTH CAR ETF |
| VANGUARD SCOTTSDALE FDS | 7214 | 717917 | VNG RUS2000IDX |
| ISHARES TR | 6975 | 700151 | 0-3 MNTH TREASRY |
| INVESCO QQQ TR | 1138 | 698991 | UNIT SER 1 |
| CENCORA INC | 2063 | 696899 | COM |
| ISHARES TR | 1798 | 671445 | RUS 1000 ETF |
| ISHARES TR | 6775 | 667338 | CONV BD ETF |
| ISHARES TR | 5435 | 653178 | CORE S&P SCP ETF |
| ISHARES TR | 4871 | 628018 | U.S. FINLS ETF |
| ISHARES INC | 8624 | 626784 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 2354 | 607214 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 852 | 580996 | TR UNIT |
| ISHARES TR | 1220 | 577426 | RUS 1000 GRW ETF |
| ISHARES TR | 3585 | 533079 | CORE S&P TTL STK |
| 3M CO | 3169 | 507278 | COM |
| META PLATFORMS INC | 693 | 457442 | CL A |
| ISHARES TR | 1966 | 422184 | US AER DEF ETF |
| INVESCO EXCHANGE TRADED FD T | 5898 | 415275 | WATER RES ETF |
| VANGUARD WORLD FD | 1042 | 410465 | CONSUM DIS ETF |
| SELECT SECTOR SPDR TR | 3074 | 361871 | STATE STREET COM |
| JPMORGAN CHASE & CO. | 1060 | 341553 | COM |
| CROWDSTRIKE HLDGS INC | 717 | 336101 | CL A |
| DELL TECHNOLOGIES INC | 2571 | 323637 | CL C |
| VISA INC | 897 | 314474 | COM CL A |
| ECOLAB INC | 1188 | 311874 | COM |
| ISHARES TR | 2741 | 301263 | TIPS BD ETF |
| ISHARES TR | 3317 | 257167 | EAFE SML CP ETF |
| VANGUARD INTL EQUITY INDEX F | 3421 | 251633 | ALLWRLD EX US |
| PHILIP MORRIS INTL INC | 1500 | 240600 | COM |
| VANGUARD INDEX FDS | 816 | 236820 | MID CAP ETF |
| ISHARES TR | 2095 | 221421 | EXPANDED TECH |
| ISHARES TR | 13468 | 221279 | GL CLEAN ENE ETF |
| SELECT SECTOR SPDR TR | 5144 | 207560 | STATE STREET REA |
| VANGUARD INTL EQUITY INDEX F | 1424 | 200851 | TT WRLD ST ETF |
| ENOVIX CORPORATION | 15910 | 116302 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.