13F HOLDINGS REPORT
LPWM LLC
Quarter ended Q4 2025 · Filed January 6, 2026 · Accession 0001951757-26-000010
Total Value
$396.4M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 659,713 | $80.3M | 20.26% |
| 2 | ISHARES TR | 464287408 | 329,407 | $69.9M | 17.62% |
| 3 | ISHARES TR | 464287473 | 231,561 | $32.7M | 8.24% |
| 4 | ISHARES TR | 46432F842 | 196,192 | $17.6M | 4.43% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 321,899 | $16.3M | 4.11% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 275,811 | $13.6M | 3.44% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 242,904 | $13.1M | 3.29% |
| 8 | ISHARES TR | 464287242 | 102,504 | $11.3M | 2.85% |
| 9 | ISHARES TR | 464287655 | 39,923 | $9.8M | 2.48% |
| 10 | SPDR SERIES TRUST | 78464A300 | 100,943 | $9.2M | 2.32% |
| 11 | VANGUARD INDEX FDS | 922908744 | 36,790 | $7.0M | 1.77% |
| 12 | VANGUARD INDEX FDS | 922908553 | 66,439 | $5.9M | 1.48% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C730 | 16,052 | $5.0M | 1.25% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 179,130 | $4.9M | 1.24% |
| 15 | ISHARES TR | 464287499 | 49,147 | $4.7M | 1.19% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 91,984 | $4.7M | 1.18% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,018 | $4.5M | 1.14% |
| 18 | NVIDIA CORPORATION | NVDA | 24,269 | $4.5M | 1.14% |
| 19 | VANGUARD INDEX FDS | 922908512 | 24,966 | $4.4M | 1.12% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042676 | 92,172 | $4.2M | 1.07% |
| 21 | ISHARES TR | 464287226 | 38,925 | $3.9M | 0.98% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042718 | 25,435 | $3.6M | 0.92% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 56,433 | $3.5M | 0.89% |
| 24 | VANGUARD MUN BD FDS | 922907746 | 66,917 | $3.4M | 0.85% |
| 25 | ISHARES TR | 464287309 | 25,850 | $3.2M | 0.80% |
| 26 | SPDR SERIES TRUST | 78468R663 | 32,480 | $3.0M | 0.75% |
| 27 | ISHARES TR | 464287507 | 41,165 | $2.7M | 0.69% |
| 28 | VANGUARD WORLD FD | 92204A702 | 3,324 | $2.5M | 0.63% |
| 29 | VANGUARD INDEX FDS | 922908769 | 6,991 | $2.3M | 0.59% |
| 30 | ISHARES TR | 464288414 | 20,276 | $2.2M | 0.55% |
| 31 | BROADCOM INC | AVGO | 5,779 | $2.0M | 0.50% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C714 | 20,085 | $1.9M | 0.47% |
| 33 | ISHARES TR | 46434V613 | 39,030 | $1.8M | 0.46% |
| 34 | AMAZON COM INC | AMZN | 7,643 | $1.8M | 0.45% |
| 35 | SELECT SECTOR SPDR TR | 81369Y803 | 11,836 | $1.7M | 0.43% |
| 36 | ISHARES INC | 46434G103 | 24,996 | $1.7M | 0.42% |
| 37 | VANGUARD INDEX FDS | 922908363 | 2,588 | $1.6M | 0.41% |
| 38 | ALPHABET INC | GOOG | 4,435 | $1.4M | 0.35% |
| 39 | ISHARES TR | 46432F339 | 6,817 | $1.4M | 0.34% |
| 40 | VANGUARD INDEX FDS | 922908736 | 2,509 | $1.2M | 0.31% |
| 41 | APPLE INC | AAPL | 3,923 | $1.1M | 0.27% |
| 42 | VANGUARD WORLD FD | 92204A884 | 5,084 | $984,353 | 0.25% |
| 43 | SELECT SECTOR SPDR TR | 81369Y209 | 6,161 | $953,718 | 0.24% |
| 44 | TESLA INC | TSLA | 2,094 | $941,557 | 0.24% |
| 45 | ALPHABET INC | GOOG | 2,904 | $911,124 | 0.23% |
| 46 | MICROSOFT CORP | MSFT | 1,775 | $858,486 | 0.22% |
| 47 | VANGUARD STAR FDS | 921909768 | 11,347 | $856,018 | 0.22% |
| 48 | VANGUARD INDEX FDS | 922908611 | 3,978 | $842,445 | 0.21% |
| 49 | VANGUARD INDEX FDS | 922908637 | 2,591 | $815,647 | 0.21% |
| 50 | UNITEDHEALTH GROUP INC | UNH | 2,443 | $806,469 | 0.20% |
| 51 | SELECT SECTOR SPDR TR | 81369Y506 | 18,021 | $805,706 | 0.20% |
| 52 | VANGUARD INDEX FDS | 922908652 | 3,521 | $736,312 | 0.19% |
| 53 | VANGUARD WORLD FD | 92204A504 | 2,513 | $723,367 | 0.18% |
| 54 | VANGUARD SCOTTSDALE FDS | 92206C664 | 7,214 | $717,917 | 0.18% |
| 55 | ISHARES TR | 46436E718 | 6,975 | $700,151 | 0.18% |
| 56 | INVESCO QQQ TR | IVZ | 1,138 | $698,991 | 0.18% |
| 57 | CENCORA INC | COR | 2,063 | $696,899 | 0.18% |
| 58 | ISHARES TR | 464287622 | 1,798 | $671,445 | 0.17% |
| 59 | ISHARES TR | 46435G102 | 6,775 | $667,338 | 0.17% |
| 60 | ISHARES TR | 464287804 | 5,435 | $653,178 | 0.16% |
| 61 | ISHARES TR | 464287788 | 4,871 | $628,018 | 0.16% |
| 62 | ISHARES INC | 46434G764 | 8,624 | $626,784 | 0.16% |
| 63 | VANGUARD INDEX FDS | 922908751 | 2,354 | $607,214 | 0.15% |
| 64 | SPDR S&P 500 ETF TR | SPY | 852 | $580,996 | 0.15% |
| 65 | ISHARES TR | 464287614 | 1,220 | $577,426 | 0.15% |
| 66 | ISHARES TR | 464287150 | 3,585 | $533,079 | 0.13% |
| 67 | 3M CO | MMM | 3,169 | $507,278 | 0.13% |
| 68 | META PLATFORMS INC | META | 693 | $457,442 | 0.12% |
| 69 | ISHARES TR | 464288760 | 1,966 | $422,184 | 0.11% |
| 70 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,898 | $415,275 | 0.10% |
| 71 | VANGUARD WORLD FD | 92204A108 | 1,042 | $410,465 | 0.10% |
| 72 | SELECT SECTOR SPDR TR | 81369Y852 | 3,074 | $361,871 | 0.09% |
| 73 | JPMORGAN CHASE & CO. | VYLD | 1,060 | $341,553 | 0.09% |
| 74 | CROWDSTRIKE HLDGS INC | CRWD | 717 | $336,101 | 0.08% |
| 75 | DELL TECHNOLOGIES INC | DELL | 2,571 | $323,637 | 0.08% |
| 76 | VISA INC | V | 897 | $314,474 | 0.08% |
| 77 | ECOLAB INC | ECL | 1,188 | $311,874 | 0.08% |
| 78 | ISHARES TR | 464287176 | 2,741 | $301,263 | 0.08% |
| 79 | ISHARES TR | 464288273 | 3,317 | $257,167 | 0.06% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,421 | $251,633 | 0.06% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 1,500 | $240,600 | 0.06% |
| 82 | VANGUARD INDEX FDS | 922908629 | 816 | $236,820 | 0.06% |
| 83 | ISHARES TR | 464287515 | 2,095 | $221,421 | 0.06% |
| 84 | ISHARES TR | 464288224 | 13,468 | $221,279 | 0.06% |
| 85 | SELECT SECTOR SPDR TR | 81369Y860 | 5,144 | $207,560 | 0.05% |
| 86 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,424 | $200,851 | 0.05% |
| 87 | ENOVIX CORPORATION | ENVX | 15,910 | $116,302 | 0.03% |