Lpwm Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$396.3M
Q ending 2026-03-31
Prior quarter
$396.4M
Q ending 2025-12-31
Change
+0.0% QoQ · +27.7% YoY
Positions
94
reported holdings
Largest positions
All 94 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VONG | Shares | $72.5M | 661K |
| Ishares Tr | IVE | Shares | $70.1M | 332K |
| Ishares Tr | IWS | Shares | $33.0M | 227K |
| J P Morgan Exchange Traded F | JPST | Shares | $25.8M | 509K |
| Ishares Tr | IEFA | Shares | $19.4M | 214K |
| Spdr Index Shs Fds | SPEM | Shares | $17.8M | 380K |
| Vanguard Malvern Fds | VTIP | Shares | $15.3M | 306K |
| Spdr Series Trust | SLYV | Shares | $9.5M | 101K |
| Ishares Tr | IWM | Shares | $9.3M | 38K |
| Vanguard Index Fds | VTV | Shares | $8.0M | 41K |
| Ishares Tr | AGG | Shares | $5.9M | 60K |
| Vanguard Index Fds | VNQ | Shares | $5.8M | 66K |
| Ishares Tr | IWR | Shares | $4.8M | 49K |
| Vanguard Scottsdale Fds | VONE | Shares | $4.8M | 16K |
| J P Morgan Exchange Traded F | JMST | Shares | $4.6M | 89K |
| Vanguard Index Fds | VOE | Shares | $4.5M | 24K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.2M | 66K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.1M | 9K |
| Nvidia Corporation | NVDA | Shares | $4.0M | 23K |
| Vanguard Intl Equity Index F | VSS | Shares | $3.8M | 26K |
| Vanguard Intl Equity Index F | VNQI | Shares | $3.6M | 81K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.3M | 65K |
| Ishares Tr | IJH | Shares | $3.0M | 45K |
| Spdr Series Trust | BIL | Shares | $2.9M | 32K |
| Ishares Tr | IVW | Shares | $2.9M | 26K |
| Vanguard World Fd | VGT | Shares | $2.9M | 4K |
| Vanguard Index Fds | VTI | Shares | $2.3M | 7K |
| Ishares Inc | IEMG | Shares | $2.1M | 31K |
| Ishares Tr | MUB | Shares | $2.0M | 19K |
| Ishares Tr | IUSB | Shares | $1.8M | 39K |
| Vanguard Scottsdale Fds | VONV | Shares | $1.8M | 19K |
| Ishares Tr | LQD | Shares | $1.7M | 15K |
| Amazon Com Inc | AMZN | Shares | $1.6M | 8K |
| Vanguard Index Fds | VOO | Shares | $1.5M | 3K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| Select Sector Spdr Tr | XLK | Shares | $1.5M | 11K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 26K |
| Ishares Tr | QUAL | Shares | $1.4M | 7K |
| Select Sector Spdr Tr | XLE | Shares | $1.3M | 21K |
| Vanguard Index Fds | VUG | Shares | $1.1M | 3K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Vanguard World Fd | VOX | Shares | $1.1M | 6K |
| Select Sector Spdr Tr | XLV | Shares | $959K | 7K |
| Vanguard Star Fds | VXUS | Shares | $953K | 12K |
| Apple Inc | AAPL | Shares | $935K | 4K |
| Vanguard Scottsdale Fds | VTWO | Shares | $913K | 9K |
| Vanguard Index Fds | VBR | Shares | $875K | 4K |
| Alphabet Inc | GOOG | Shares | $833K | 3K |
| Tesla Inc | TSLA | Shares | $825K | 2K |
| Ishares Tr | IYF | Shares | $798K | 7K |
| Vanguard World Fd | VHT | Shares | $788K | 3K |
| Vanguard Index Fds | VV | Shares | $755K | 3K |
| Ishares Tr | IJR | Shares | $708K | 6K |
| Unitedhealth Group Inc | UNH | Shares | $697K | 3K |
| Vanguard Index Fds | VXF | Shares | $686K | 3K |
| Ishares Tr | ICVT | Shares | $684K | 7K |
| Invesco Qqq Tr | QQQ | Shares | $672K | 1K |
| Microsoft Corp | MSFT | Shares | $669K | 2K |
| Vanguard Index Fds | VB | Shares | $661K | 3K |
| Ishares Tr | IWB | Shares | $641K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $592K | 910 |
| Ishares Inc | EMXC | Shares | $565K | 7K |
| Ishares Tr | IWF | Shares | $533K | 1K |
| Ishares Tr | SGOV | Shares | $533K | 5K |
| Vanguard World Fd | VCR | Shares | $527K | 1K |
| Ishares Tr | ITOT | Shares | $511K | 4K |
| Invesco Exchange Traded Fd T | PHO | Shares | $494K | 7K |
| 3M Co | MMM | Shares | $443K | 3K |
| Ishares Tr | ITA | Shares | $430K | 2K |
| Meta Platforms Inc | META | Shares | $396K | 693 |
| Dell Technologies Inc | DELL | Shares | $372K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $343K | 879 |
| Ishares Tr | ICLN | Shares | $335K | 18K |
| Jpmorgan Chase & Co | JPM | Shares | $332K | 1K |
| Invesco Exch Traded Fd Tr Ii | EELV | Shares | $324K | 12K |
| Impax Funds Series Trust I | BLDX | Shares | $323K | 13K |
| Ecolab Inc | ECL | Shares | $316K | 1K |
| Ishares Tr | TIP | Shares | $316K | 3K |
| Dimensional Etf Trust | DFLV | Shares | $304K | 9K |
| Vanguard Intl Equity Index F | VEU | Shares | $286K | 4K |
| Kraneshares Trust | KWEB | Shares | $275K | 10K |
| Visa Inc | V | Shares | $271K | 897 |
| Ishares Tr | SUB | Shares | $266K | 3K |
| Ishares Tr | SCZ | Shares | $260K | 3K |
| Philip Morris Intl Inc | PM | Shares | $248K | 2K |
| Exxon Mobil Corp | XOM | Shares | $243K | 1K |
| Select Sector Spdr Tr | XLC | Shares | $231K | 2K |
| Ishares Tr | IEZ | Shares | $229K | 8K |
| Schwab Strategic Tr | SCHG | Shares | $226K | 8K |
| Ishares Tr | IVV | Shares | $220K | 337 |
| Select Sector Spdr Tr | XLP | Shares | $209K | 3K |
| Vanguard Intl Equity Index F | VT | Shares | $202K | 1K |
| Ishares Tr | IXUS | Shares | $200K | 2K |
| Enovix Corporation | ENVX | Shares | $82K | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.