LPWM LLC

Institutional manager (13F) · CIK 1801101

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $378M

#	Issuer	Value	Shares
1	VANGUARD SCOTTSDALE FDS	$72M	660,553
2	ISHARES TR	$70M	331,900
3	ISHARES TR	$33M	226,691
4	J P MORGAN EXCHANGE TRADED F	$26M	509,362
5	ISHARES TR	$19M	213,995
6	SPDR INDEX SHS FDS	$18M	380,104
7	VANGUARD MALVERN FDS	$15M	305,716
8	SPDR SERIES TRUST	$10M	100,823
9	ISHARES TR	$9M	37,577
10	VANGUARD INDEX FDS	$8M	40,973
11	ISHARES TR	$6M	59,613
12	VANGUARD INDEX FDS	$6M	65,645
13	ISHARES TR	$5M	49,482
14	VANGUARD SCOTTSDALE FDS	$5M	16,174
15	J P MORGAN EXCHANGE TRADED F	$5M	89,453
16	VANGUARD INDEX FDS	$5M	24,434
17	VANGUARD TAX-MANAGED FDS	$4M	65,778
18	BERKSHIRE HATHAWAY INC DEL	$4M	8,510
19	NVIDIA CORPORATION	$4M	22,996
20	VANGUARD INTL EQUITY INDEX F	$4M	25,743
21	VANGUARD INTL EQUITY INDEX F	$4M	80,514
22	VANGUARD MUN BD FDS	$3M	65,483
23	ISHARES TR	$3M	44,969
24	SPDR SERIES TRUST	$3M	31,727
25	ISHARES TR	$3M	25,594
26	VANGUARD WORLD FD	$3M	4,092
27	VANGUARD INDEX FDS	$2M	7,284
28	ISHARES INC	$2M	30,709
29	ISHARES TR	$2M	18,927
30	ISHARES TR	$2M	39,105
31	VANGUARD SCOTTSDALE FDS	$2M	18,710
32	ISHARES TR	$2M	15,285
33	AMAZON COM INC	$2M	7,913
34	VANGUARD INDEX FDS	$2M	2,542
35	BROADCOM INC	$1M	4,750
36	SELECT SECTOR SPDR TR	$1M	10,964
37	VANGUARD INTL EQUITY INDEX F	$1M	25,777
38	ISHARES TR	$1M	7,125
39	SELECT SECTOR SPDR TR	$1M	20,590
40	VANGUARD INDEX FDS	$1M	2,586
41	ALPHABET INC	$1M	3,884
42	VANGUARD WORLD FD	$1M	5,912
43	SELECT SECTOR SPDR TR	$959k	6,539
44	VANGUARD STAR FDS	$953k	12,365
45	APPLE INC	$935k	3,686
46	VANGUARD SCOTTSDALE FDS	$913k	9,113
47	VANGUARD INDEX FDS	$875k	4,027
48	ALPHABET INC	$833k	2,905
49	TESLA INC	$825k	2,220
50	ISHARES TR	$798k	6,786

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.