Holders — by stockHoldings — by fund
LPWM LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801101
$450.7M
disclosed book value
98
positions
19.4%
largest position share
Positions, as of 2026-06-30
top 98 of 98 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VONGVANGUARD SCOTTSDALE FDS | 682,435 | $87.2M | 19.4% |
| 2 | VTVVANGUARD INDEX FDS | 314,012 | $68.4M | 15.2% |
| 3 | IWSISHARES TR | 216,410 | $35.6M | 7.9% |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 546,360 | $27.6M | 6.1% |
| 5 | IEFAISHARES TR | 226,644 | $21.9M | 4.9% |
| 6 | SPEMSPDR INDEX SHS FDS | 384,456 | $19.9M | 4.4% |
| 7 | VTIPVANGUARD MALVERN FDS | 359,230 | $18.0M | 4% |
| 8 | IVEISHARES TR | 54,315 | $12.3M | 2.7% |
| 9 | IWMISHARES TR | 36,932 | $11.1M | 2.5% |
| 10 | SLYVSPDR SERIES TRUST | 101,312 | $11.1M | 2.5% |
| 11 | VNQVANGUARD INDEX FDS | 65,210 | $6.3M | 1.4% |
| 12 | IVWISHARES TR | 44,192 | $6.1M | 1.3% |
| 13 | AGGISHARES TR | 60,164 | $6.0M | 1.3% |
| 14 | JMSTJ P MORGAN EXCHANGE TRADED F | 112,326 | $5.7M | 1.3% |
| 15 | VONEVANGUARD SCOTTSDALE FDS | 16,780 | $5.7M | 1.3% |
| 16 | IWRISHARES TR | 49,499 | $5.5M | 1.2% |
| 17 | VOEVANGUARD INDEX FDS | 24,226 | $4.8M | 1.1% |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 66,057 | $4.7M | 1% |
| 19 | NVDANVIDIA CORPORATION | 22,753 | $4.6M | 1% |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 26,742 | $4.1M | 0.9% |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,005 | $4.0M | 0.9% |
| 22 | VGTVANGUARD WORLD FD | 32,672 | $3.9M | 0.9% |
| 23 | VTEBVANGUARD MUN BD FDS | 75,350 | $3.8M | 0.8% |
| 24 | VNQIVANGUARD INTL EQUITY INDEX F | 83,058 | $3.7M | 0.8% |
| 25 | IJHISHARES TR | 47,307 | $3.6M | 0.8% |
| 26 | BILSPDR SERIES TRUST | 30,932 | $2.8M | 0.6% |
| 27 | IEMGISHARES INC | 33,003 | $2.7M | 0.6% |
| 28 | VTIVANGUARD INDEX FDS | 7,385 | $2.7M | 0.6% |
| 29 | VONVVANGUARD SCOTTSDALE FDS | 20,916 | $2.2M | 0.5% |
| 30 | XLKSELECT SECTOR SPDR TR | 10,988 | $2.1M | 0.5% |
| 31 | MUBISHARES TR | 18,758 | $2.0M | 0.4% |
| 32 | IUSBISHARES TR | 41,822 | $1.9M | 0.4% |
| 33 | LQDISHARES TR | 17,522 | $1.9M | 0.4% |
| 34 | AMZNAMAZON COM INC | 7,809 | $1.9M | 0.4% |
| 35 | AVGOBROADCOM INC | 4,750 | $1.8M | 0.4% |
| 36 | VOOVANGUARD INDEX FDS | 2,589 | $1.8M | 0.4% |
| 37 | VWOVANGUARD INTL EQUITY INDEX F | 28,913 | $1.7M | 0.4% |
| 38 | SGOVISHARES TR | 16,528 | $1.7M | 0.4% |
| 39 | QUALISHARES TR | 6,961 | $1.5M | 0.3% |
| 40 | VUGVANGUARD INDEX FDS | 15,823 | $1.4M | 0.3% |
| 41 | VTWOVANGUARD SCOTTSDALE FDS | 10,326 | $1.3M | 0.3% |
| 42 | GOOGLALPHABET INC | 3,422 | $1.2M | 0.3% |
| 43 | VXUSVANGUARD STAR FDS | 13,545 | $1.2M | 0.3% |
| 44 | XLESELECT SECTOR SPDR TR | 20,590 | $1.1M | 0.2% |
| 45 | VOXVANGUARD WORLD FD | 5,912 | $1.1M | 0.2% |
| 46 | TSLATESLA INC | 2,559 | $1.1M | 0.2% |
| 47 | UNHUNITEDHEALTH GROUP INC | 2,576 | $1.1M | 0.2% |
| 48 | AAPLAPPLE INC | 3,557 | $1.0M | 0.2% |
| 49 | XLVSELECT SECTOR SPDR TR | 6,421 | $1.0M | 0.2% |
| 50 | GOOGALPHABET INC | 2,877 | $1.0M | 0.2% |
| 51 | VBRVANGUARD INDEX FDS | 4,027 | $978,457 | 0.2% |
| 52 | DELLDELL TECHNOLOGIES INC | 2,266 | $977,688 | 0.2% |
| 53 | VBVANGUARD INDEX FDS | 2,982 | $903,904 | 0.2% |
| 54 | IYFISHARES TR | 6,786 | $865,283 | 0.2% |
| 55 | VVVANGUARD INDEX FDS | 2,476 | $851,521 | 0.2% |
| 56 | IJRISHARES TR | 5,692 | $844,181 | 0.2% |
| 57 | VHTVANGUARD WORLD FD | 2,795 | $835,733 | 0.2% |
| 58 | MSFTMICROSOFT CORP | 2,239 | $835,239 | 0.2% |
| 59 | EMXCISHARES INC | 8,070 | $825,608 | 0.2% |
| 60 | QQQINVESCO QQQ TR | 1,120 | $824,656 | 0.2% |
| 61 | VXFVANGUARD INDEX FDS | 3,315 | $816,186 | 0.2% |
| 62 | ICVTISHARES TR | 6,189 | $753,449 | 0.2% |
| 63 | SPYSTATE STR SPDR S&P 500 ETF T | 912 | $681,054 | 0.2% |
| 64 | CRWDCROWDSTRIKE HLDGS INC | 879 | $670,800 | 0.1% |
| 65 | IWBISHARES TR | 1,633 | $668,714 | 0.1% |
| 66 | IWFISHARES TR | 5,291 | $656,983 | 0.1% |
| 67 | LTHLIFE TIME GROUP HOLDINGS INC | 15,887 | $648,825 | 0.1% |
| 68 | PUSHPGIM ETF TR | 12,008 | $605,383 | 0.1% |
| 69 | VCRVANGUARD WORLD FD | 1,469 | $582,620 | 0.1% |
| 70 | ITOTISHARES TR | 3,509 | $576,482 | 0.1% |
| 71 | PHOINVESCO EXCHANGE TRADED FD T | 7,387 | $510,294 | 0.1% |
| 72 | AMATAPPLIED MATLS INC | 702 | $507,546 | 0.1% |
| 73 | ITAISHARES TR | 1,967 | $476,720 | 0.1% |
| 74 | MMM3M CO | 2,689 | $435,297 | 0.1% |
| 75 | METAMETA PLATFORMS INC | 693 | $390,360 | 0.1% |
| 76 | ICLNISHARES TR | 18,309 | $375,151 | 0.1% |
| 77 | JPMJPMORGAN CHASE & CO | 1,117 | $365,628 | 0.1% |
| 78 | ECLECOLAB INC | 1,188 | $330,989 | 0.1% |
| 79 | BLDXIMPAX FUNDS SERIES TRUST I | 12,689 | $330,656 | 0.1% |
| 80 | VEUVANGUARD INTL EQUITY INDEX F | 3,834 | $321,119 | 0.1% |
| 81 | VVISA INC | 920 | $315,533 | 0.1% |
| 82 | TIPISHARES TR | 2,840 | $310,781 | 0.1% |
| 83 | SCZISHARES TR | 3,489 | $287,040 | 0.1% |
| 84 | IXUSISHARES TR | 2,987 | $285,079 | 0.1% |
| 85 | EELVINVESCO EXCH TRADED FD TR II | 9,918 | $275,720 | 0.1% |
| 86 | PMPHILIP MORRIS INTL INC | 1,500 | $271,365 | 0.1% |
| 87 | UBERUBER TECHNOLOGIES INC | 3,711 | $267,786 | 0.1% |
| 88 | SUBISHARES TR | 2,501 | $266,281 | 0.1% |
| 89 | IVVISHARES TR | 337 | $252,517 | 0.1% |
| 90 | KWEBKRANESHARES TRUST | 9,684 | $236,967 | 0.1% |
| 91 | VTVANGUARD INTL EQUITY INDEX F | 1,506 | $236,371 | 0.1% |
| 92 | XLCSELECT SECTOR SPDR TR | 2,092 | $224,116 | 0% |
| 93 | IEZISHARES TR | 7,903 | $212,591 | 0% |
| 94 | XLPSELECT SECTOR SPDR TR | 2,548 | $211,662 | 0% |
| 95 | VYMVANGUARD WHITEHALL FDS | 1,320 | $208,600 | 0% |
| 96 | STIPISHARES TR | 2,004 | $204,729 | 0% |
| 97 | SMHVANECK ETF TRUST | 306 | $200,702 | 0% |
| 98 | ENVXENOVIX CORPORATION | 15,910 | $96,574 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.