13F HOLDINGS REPORT
LPWM LLC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001951757-25-000587
Total Value
$342.8M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 629,957 | $68.8M | 20.07% |
| 2 | ISHARES TR | 464287408 | 307,687 | $60.1M | 17.54% |
| 3 | ISHARES TR | 464287473 | 221,668 | $29.3M | 8.54% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 354,315 | $18.0M | 5.24% |
| 5 | ISHARES TR | 46432F842 | 184,640 | $15.4M | 4.50% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 257,351 | $12.9M | 3.77% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 228,288 | $11.3M | 3.29% |
| 8 | ISHARES TR | 464287242 | 98,141 | $10.8M | 3.14% |
| 9 | SPDR SERIES TRUST | 78464A300 | 97,237 | $7.8M | 2.26% |
| 10 | ISHARES TR | 464287655 | 34,907 | $7.5M | 2.20% |
| 11 | VANGUARD INDEX FDS | 922908553 | 62,998 | $5.6M | 1.64% |
| 12 | VANGUARD INDEX FDS | 922908744 | 31,565 | $5.6M | 1.63% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,495 | $4.6M | 1.35% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 173,115 | $4.5M | 1.32% |
| 15 | NVIDIA CORPORATION | NVDA | 28,047 | $4.4M | 1.29% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C730 | 15,564 | $4.4M | 1.28% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 81,485 | $4.1M | 1.21% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042676 | 88,159 | $4.1M | 1.19% |
| 19 | ISHARES TR | 464287499 | 41,863 | $3.9M | 1.12% |
| 20 | VANGUARD INDEX FDS | 922908512 | 21,473 | $3.5M | 1.03% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042718 | 24,579 | $3.3M | 0.96% |
| 22 | ISHARES TR | 464287226 | 32,598 | $3.2M | 0.94% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 63,677 | $3.1M | 0.91% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 52,311 | $3.0M | 0.87% |
| 25 | ISHARES TR | 464288414 | 22,859 | $2.4M | 0.70% |
| 26 | ISHARES TR | 464287309 | 19,058 | $2.1M | 0.61% |
| 27 | VANGUARD WORLD FD | 92204A702 | 3,145 | $2.1M | 0.61% |
| 28 | VANGUARD INDEX FDS | 922908769 | 6,701 | $2.0M | 0.59% |
| 29 | SPDR SERIES TRUST | 78468R663 | 20,123 | $1.8M | 0.54% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C714 | 20,006 | $1.7M | 0.50% |
| 31 | BROADCOM INC | AVGO | 5,457 | $1.5M | 0.44% |
| 32 | AMAZON COM INC | AMZN | 6,679 | $1.5M | 0.43% |
| 33 | SELECT SECTOR SPDR TR | 81369Y803 | 5,737 | $1.5M | 0.42% |
| 34 | VANGUARD INDEX FDS | 922908363 | 2,408 | $1.4M | 0.40% |
| 35 | ISHARES INC | 46434G103 | 21,531 | $1.3M | 0.38% |
| 36 | VANGUARD INDEX FDS | 922908736 | 2,880 | $1.3M | 0.37% |
| 37 | ISHARES TR | 46432F339 | 6,142 | $1.1M | 0.33% |
| 38 | ISHARES TR | 46434V613 | 23,430 | $1.1M | 0.32% |
| 39 | VANGUARD WORLD FD | 92204A884 | 5,211 | $891,239 | 0.26% |
| 40 | ISHARES TR | 464287507 | 14,279 | $885,584 | 0.26% |
| 41 | APPLE INC | AAPL | 3,967 | $813,871 | 0.24% |
| 42 | ALPHABET INC | GOOG | 4,526 | $797,591 | 0.23% |
| 43 | VANGUARD INDEX FDS | 922908637 | 2,578 | $735,503 | 0.21% |
| 44 | SELECT SECTOR SPDR TR | 81369Y506 | 8,521 | $722,681 | 0.21% |
| 45 | VANGUARD WORLD FD | 92204A504 | 2,844 | $706,279 | 0.21% |
| 46 | UNITEDHEALTH GROUP INC | UNH | 2,226 | $694,445 | 0.20% |
| 47 | SELECT SECTOR SPDR TR | 81369Y209 | 5,003 | $674,290 | 0.20% |
| 48 | VANGUARD INDEX FDS | 922908652 | 3,493 | $673,136 | 0.20% |
| 49 | MICROSOFT CORP | MSFT | 1,294 | $643,731 | 0.19% |
| 50 | INVESCO QQQ TR | IVZ | 1,142 | $629,973 | 0.18% |
| 51 | ISHARES TR | 46435G102 | 6,852 | $617,365 | 0.18% |
| 52 | ISHARES TR | 464287622 | 1,798 | $610,547 | 0.18% |
| 53 | ALPHABET INC | GOOG | 3,084 | $547,071 | 0.16% |
| 54 | SPDR S&P 500 ETF TR | SPY | 862 | $532,587 | 0.16% |
| 55 | ISHARES TR | 464287788 | 4,366 | $528,242 | 0.15% |
| 56 | ISHARES INC | 46434G764 | 8,192 | $517,243 | 0.15% |
| 57 | 3M CO | MMM | 3,169 | $482,373 | 0.14% |
| 58 | VANGUARD INDEX FDS | 922908751 | 1,990 | $471,590 | 0.14% |
| 59 | TESLA INC | TSLA | 1,455 | $462,085 | 0.13% |
| 60 | ISHARES TR | 464287614 | 1,000 | $424,580 | 0.12% |
| 61 | VANGUARD INDEX FDS | 922908611 | 2,160 | $421,288 | 0.12% |
| 62 | VANGUARD WORLD FD | 92204A108 | 1,059 | $383,697 | 0.11% |
| 63 | ISHARES TR | 464288760 | 1,958 | $369,406 | 0.11% |
| 64 | DELL TECHNOLOGIES INC | DELL | 2,921 | $358,115 | 0.10% |
| 65 | AMERICAN EXPRESS CO | AXP | 1,121 | $357,577 | 0.10% |
| 66 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,875 | $340,811 | 0.10% |
| 67 | ISHARES TR | 464287176 | 3,046 | $335,226 | 0.10% |
| 68 | SELECT SECTOR SPDR TR | 81369Y852 | 3,074 | $333,621 | 0.10% |
| 69 | META PLATFORMS INC | META | 451 | $332,879 | 0.10% |
| 70 | VANGUARD SCOTTSDALE FDS | 92206C664 | 3,763 | $328,235 | 0.10% |
| 71 | CROWDSTRIKE HLDGS INC | CRWD | 633 | $322,393 | 0.09% |
| 72 | ECOLAB INC | ECL | 1,188 | $320,095 | 0.09% |
| 73 | JPMORGAN CHASE & CO. | VYLD | 1,060 | $307,305 | 0.09% |
| 74 | PHILIP MORRIS INTL INC | 718172109 | 1,500 | $273,195 | 0.08% |
| 75 | ENOVIX CORPORATION | ENVX | 24,552 | $253,868 | 0.07% |
| 76 | ISHARES TR | 464287515 | 2,250 | $246,375 | 0.07% |
| 77 | ISHARES TR | 464288273 | 3,336 | $242,460 | 0.07% |
| 78 | SELECT SECTOR SPDR TR | 81369Y308 | 2,994 | $242,424 | 0.07% |
| 79 | VISA INC | V | 632 | $224,392 | 0.07% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,300 | $221,826 | 0.06% |
| 81 | EXXON MOBIL CORP | XOM | 2,006 | $216,216 | 0.06% |
| 82 | VANGUARD INDEX FDS | 922908629 | 733 | $205,115 | 0.06% |
| 83 | ISHARES TR | 464288224 | 15,270 | $200,190 | 0.06% |