Institutional Manager · CIK 0001905162
GPWM LLC
PITTSBURGH, PA · File #028-21570
Latest AUM
$172.5M
Positions
21
Top-10 Concentration
89.4%
Filings
12
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202521 pos · $172.5M
- 13F COMBINATION REPORTQ/E Sep 202520 pos · $164.1M
- 13F COMBINATION REPORTQ/E Jun 202520 pos · $156.9M
- 13F COMBINATION REPORTQ/E Mar 202520 pos · $149.0M
- 13F COMBINATION REPORTQ/E Dec 202432 pos · $144.0M
- 13F COMBINATION REPORTQ/E Sep 202420 pos · $140.7M
- 13F COMBINATION REPORTQ/E Jun 202420 pos · $127.8M
- 13F COMBINATION REPORTQ/E Mar 202420 pos · $124.9M
- 13F COMBINATION REPORTQ/E Dec 202320 pos · $117.0M
- 13F COMBINATION REPORTQ/E Sep 202320 pos · $118.5M
- 13F COMBINATION REPORTQ/E Jun 202321 pos · $115.8M
- 13F COMBINATION REPORTQ/E Mar 202324 pos · $111.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED INTL FD | 921943858 | 348,079 | $21.7M | 12.60% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 281,723 | $20.9M | 12.09% |
| 3 | VANGUARD MUN BD FDS | 922907746 | 404,088 | $20.3M | 11.78% |
| 4 | VANGUARD INDEX FDS | 922908637 | 64,291 | $20.2M | 11.73% |
| 5 | VANGUARD INDEX FDS | 922908751 | 56,579 | $14.6M | 8.46% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 282,150 | $14.0M | 8.09% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 282,961 | $13.7M | 7.92% |
| 8 | VANGUARD INDEX FDS | 922908744 | 52,859 | $10.1M | 5.85% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 179,860 | $9.7M | 5.60% |
| 10 | VANGUARD INDEX FDS | 922908553 | 103,634 | $9.2M | 5.31% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042718 | 52,275 | $7.5M | 4.34% |
| 12 | VANGUARD INDEX FDS | 922908611 | 34,233 | $7.3M | 4.20% |
| 13 | VANGUARD WORLD FD | 921910733 | 24,053 | $2.9M | 1.69% |
| 14 | VANGUARD BD INDEX FDS | 921937819 | 5,077 | $395,397 | 0.23% |
| 15 | DIMENSIONAL ETF TRUST | 25434V401 | 1,844 | $136,733 | 0.08% |
| 16 | SCHWAB STRATEGIC TR | 808524839 | 389 | $9,091 | 0.01% |
| 17 | SCHWAB STRATEGIC TR | 808524201 | 295 | $7,938 | 0.00% |
| 18 | SCHWAB STRATEGIC TR | 808524805 | 242 | $5,818 | 0.00% |
| 19 | SCHWAB STRATEGIC TR | 808524607 | 176 | $5,012 | 0.00% |
| 20 | SCHWAB STRATEGIC TR | 808524706 | 115 | $3,766 | 0.00% |