LPWM LLC

Est. AUM

$396.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$72.5M	660553	18.28%	SOLE
2	ISHARES TR	S&P 500 VAL ETF	$70.1M	331900	17.68%	SOLE
3	ISHARES TR	RUS MDCP VAL ETF	$33.0M	226691	8.34%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$25.8M	509362	6.50%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$19.4M	213995	4.89%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$17.8M	380104	4.50%	SOLE
7	VANGUARD MALVERN FDS	STRM INFPROIDX	$15.3M	305716	3.85%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$9.5M	100823	2.41%	SOLE
9	ISHARES TR	RUSSELL 2000 ETF	$9.3M	37577	2.35%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$8.0M	40973	2.03%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$5.9M	59613	1.49%	SOLE
12	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	65645	1.47%	SOLE
13	ISHARES TR	RUS MID CAP ETF	$4.8M	49482	1.21%	SOLE
14	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.8M	16174	1.20%	SOLE
15	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.6M	89453	1.15%	SOLE
16	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.5M	24434	1.14%	SOLE
17	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.2M	65778	1.06%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	8510	1.03%	SOLE
19	NVIDIA CORPORATION	COM	$4.0M	22996	1.01%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.8M	25743	0.95%	SOLE
21	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.6M	80514	0.90%	SOLE
22	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	65483	0.82%	SOLE
23	ISHARES TR	CORE S&P MCP ETF	$3.0M	44969	0.77%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	31727	0.73%	SOLE
25	ISHARES TR	S&P 500 GRWT ETF	$2.9M	25594	0.73%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$2.9M	4092	0.72%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	7284	0.59%	SOLE
28	ISHARES INC	CORE MSCI EMKT	$2.1M	30709	0.54%	SOLE
29	ISHARES TR	NATIONAL MUN ETF	$2.0M	18927	0.51%	SOLE
30	ISHARES TR	CORE UNIVRSL USD	$1.8M	39105	0.46%	SOLE
31	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.8M	18710	0.44%	SOLE
32	ISHARES TR	IBOXX INV CP ETF	$1.7M	15285	0.42%	SOLE
33	AMAZON COM INC	COM	$1.6M	7913	0.42%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2542	0.38%	SOLE
35	BROADCOM INC	COM	$1.5M	4750	0.37%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	10964	0.37%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	25777	0.35%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$1.4M	7125	0.34%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	20590	0.32%	SOLE
40	VANGUARD INDEX FDS	GROWTH ETF	$1.1M	2586	0.29%	SOLE
41	ALPHABET INC	CAP STK CL A	$1.1M	3884	0.28%	SOLE
42	VANGUARD WORLD FD	COMM SRVC ETF	$1.1M	5912	0.27%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET HEA	$959K	6539	0.24%	SOLE
44	VANGUARD STAR FDS	VG TL INTL STK F	$953K	12365	0.24%	SOLE
45	APPLE INC	COM	$935K	3686	0.24%	SOLE
46	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$913K	9113	0.23%	SOLE
47	VANGUARD INDEX FDS	SM CP VAL ETF	$875K	4027	0.22%	SOLE
48	ALPHABET INC	CAP STK CL C	$833K	2905	0.21%	SOLE
49	TESLA INC	COM	$825K	2220	0.21%	SOLE
50	ISHARES TR	U.S. FINLS ETF	$798K	6786	0.20%	SOLE

1–50 of 94

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.