13F HOLDINGS REPORT
LPWM LLC
Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0001951757-25-001174
Total Value
$374.8M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 644,323 | $77.6M | 20.71% |
| 2 | ISHARES TR | 464287408 | 317,272 | $65.5M | 17.48% |
| 3 | ISHARES TR | 464287473 | 225,308 | $31.5M | 8.40% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 356,165 | $18.1M | 4.82% |
| 5 | ISHARES TR | 46432F842 | 191,161 | $16.7M | 4.45% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 263,627 | $13.3M | 3.56% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 235,206 | $12.7M | 3.40% |
| 8 | ISHARES TR | 464287242 | 99,836 | $11.1M | 2.97% |
| 9 | SPDR SERIES TRUST | 78464A300 | 98,199 | $8.7M | 2.32% |
| 10 | ISHARES TR | 464287655 | 35,375 | $8.6M | 2.28% |
| 11 | VANGUARD INDEX FDS | 922908744 | 32,531 | $6.1M | 1.62% |
| 12 | VANGUARD INDEX FDS | 922908553 | 64,438 | $5.9M | 1.57% |
| 13 | NVIDIA CORPORATION | NVDA | 26,257 | $4.9M | 1.31% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C730 | 15,671 | $4.7M | 1.26% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 176,453 | $4.7M | 1.25% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,251 | $4.7M | 1.24% |
| 17 | ISHARES TR | 464287499 | 46,454 | $4.5M | 1.20% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 87,846 | $4.5M | 1.20% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042676 | 89,887 | $4.3M | 1.14% |
| 20 | VANGUARD INDEX FDS | 922908512 | 21,993 | $3.8M | 1.02% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042718 | 24,957 | $3.6M | 0.95% |
| 22 | ISHARES TR | 464287226 | 34,190 | $3.4M | 0.91% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 65,027 | $3.3M | 0.87% |
| 24 | VANGUARD TAX-MANAGED FDS | 921943858 | 53,877 | $3.2M | 0.86% |
| 25 | SPDR SERIES TRUST | 78468R663 | 34,490 | $3.2M | 0.84% |
| 26 | ISHARES TR | 464287309 | 20,459 | $2.5M | 0.66% |
| 27 | VANGUARD WORLD FD | 92204A702 | 3,301 | $2.5M | 0.66% |
| 28 | ISHARES TR | 464288414 | 21,688 | $2.3M | 0.62% |
| 29 | VANGUARD INDEX FDS | 922908769 | 6,787 | $2.2M | 0.59% |
| 30 | BROADCOM INC | AVGO | 5,471 | $1.8M | 0.48% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C714 | 20,044 | $1.8M | 0.48% |
| 32 | SELECT SECTOR SPDR TR | 81369Y803 | 5,677 | $1.6M | 0.43% |
| 33 | AMAZON COM INC | AMZN | 6,871 | $1.5M | 0.40% |
| 34 | VANGUARD INDEX FDS | 922908363 | 2,408 | $1.5M | 0.39% |
| 35 | ISHARES INC | 46434G103 | 22,342 | $1.5M | 0.39% |
| 36 | ISHARES TR | 464287507 | 20,716 | $1.4M | 0.36% |
| 37 | ISHARES TR | 46432F339 | 6,277 | $1.2M | 0.33% |
| 38 | VANGUARD INDEX FDS | 922908736 | 2,497 | $1.2M | 0.32% |
| 39 | ALPHABET INC | GOOG | 4,535 | $1.1M | 0.29% |
| 40 | ISHARES TR | 46434V613 | 23,430 | $1.1M | 0.29% |
| 41 | VANGUARD WORLD FD | 92204A884 | 5,415 | $1.0M | 0.27% |
| 42 | APPLE INC | AAPL | 3,784 | $963,403 | 0.26% |
| 43 | TESLA INC | TSLA | 2,101 | $934,202 | 0.25% |
| 44 | SELECT SECTOR SPDR TR | 81369Y506 | 9,193 | $821,334 | 0.22% |
| 45 | VANGUARD INDEX FDS | 922908637 | 2,578 | $793,663 | 0.21% |
| 46 | VANGUARD WORLD FD | 92204A504 | 2,985 | $774,906 | 0.21% |
| 47 | VANGUARD INDEX FDS | 922908652 | 3,493 | $731,225 | 0.20% |
| 48 | UNITEDHEALTH GROUP INC | UNH | 2,081 | $718,443 | 0.19% |
| 49 | SELECT SECTOR SPDR TR | 81369Y209 | 5,053 | $703,191 | 0.19% |
| 50 | INVESCO QQQ TR | IVZ | 1,153 | $691,962 | 0.18% |
| 51 | MICROSOFT CORP | MSFT | 1,310 | $678,314 | 0.18% |
| 52 | ISHARES TR | 46435G102 | 6,732 | $673,537 | 0.18% |
| 53 | ISHARES TR | 464287622 | 1,798 | $657,133 | 0.18% |
| 54 | ALPHABET INC | GOOG | 2,594 | $631,730 | 0.17% |
| 55 | ISHARES TR | 464287788 | 4,785 | $605,972 | 0.16% |
| 56 | SPDR S&P 500 ETF TR | SPY | 852 | $567,585 | 0.15% |
| 57 | ISHARES INC | 46434G764 | 7,894 | $532,924 | 0.14% |
| 58 | VANGUARD INDEX FDS | 922908751 | 2,070 | $526,360 | 0.14% |
| 59 | 3M CO | MMM | 3,169 | $491,689 | 0.13% |
| 60 | ISHARES TR | 464287614 | 1,000 | $468,410 | 0.12% |
| 61 | VANGUARD INDEX FDS | 922908611 | 2,220 | $463,435 | 0.12% |
| 62 | VANGUARD WORLD FD | 92204A108 | 1,162 | $460,326 | 0.12% |
| 63 | ISHARES TR | 464288760 | 1,964 | $411,087 | 0.11% |
| 64 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,483 | $395,379 | 0.11% |
| 65 | VANGUARD SCOTTSDALE FDS | 92206C664 | 3,753 | $367,148 | 0.10% |
| 66 | DELL TECHNOLOGIES INC | DELL | 2,576 | $365,200 | 0.10% |
| 67 | SELECT SECTOR SPDR TR | 81369Y852 | 3,074 | $363,869 | 0.10% |
| 68 | ISHARES TR | 464287176 | 3,049 | $339,148 | 0.09% |
| 69 | JPMORGAN CHASE & CO. | VYLD | 1,060 | $334,356 | 0.09% |
| 70 | META PLATFORMS INC | META | 451 | $331,205 | 0.09% |
| 71 | ECOLAB INC | ECL | 1,188 | $325,346 | 0.09% |
| 72 | CROWDSTRIKE HLDGS INC | CRWD | 633 | $310,411 | 0.08% |
| 73 | ISHARES TR | 464287515 | 2,275 | $261,648 | 0.07% |
| 74 | ISHARES TR | 464288224 | 16,803 | $260,110 | 0.07% |
| 75 | ISHARES TR | 464288273 | 3,317 | $254,480 | 0.07% |
| 76 | SELECT SECTOR SPDR TR | 81369Y308 | 3,245 | $254,311 | 0.07% |
| 77 | PHILIP MORRIS INTL INC | 718172109 | 1,509 | $244,760 | 0.07% |
| 78 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,410 | $243,372 | 0.06% |
| 79 | VANGUARD INDEX FDS | 922908629 | 803 | $235,873 | 0.06% |
| 80 | VISA INC | V | 643 | $219,427 | 0.06% |
| 81 | ISHARES TR | 464287150 | 1,410 | $205,356 | 0.05% |
| 82 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,485 | $204,692 | 0.05% |
| 83 | SELECT SECTOR SPDR TR | 81369Y860 | 4,815 | $202,856 | 0.05% |
| 84 | ENOVIX CORPORATION | ENVX | 16,914 | $168,633 | 0.04% |