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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

#IssuerSharesValue% of book
1VONGVANGUARD SCOTTSDALE FDS682,435$87.2M19.4%
2VTVVANGUARD INDEX FDS314,012$68.4M15.2%
3IWSISHARES TR216,410$35.6M7.9%
4JPSTJ P MORGAN EXCHANGE TRADED F546,360$27.6M6.1%
5IEFAISHARES TR226,644$21.9M4.9%
6SPEMSPDR INDEX SHS FDS384,456$19.9M4.4%
7VTIPVANGUARD MALVERN FDS359,230$18.0M4%
8IVEISHARES TR54,315$12.3M2.7%
9IWMISHARES TR36,932$11.1M2.5%
10SLYVSPDR SERIES TRUST101,312$11.1M2.5%
11VNQVANGUARD INDEX FDS65,210$6.3M1.4%
12IVWISHARES TR44,192$6.1M1.3%
13AGGISHARES TR60,164$6.0M1.3%
14JMSTJ P MORGAN EXCHANGE TRADED F112,326$5.7M1.3%
15VONEVANGUARD SCOTTSDALE FDS16,780$5.7M1.3%
16IWRISHARES TR49,499$5.5M1.2%
17VOEVANGUARD INDEX FDS24,226$4.8M1.1%
18VEAVANGUARD TAX-MANAGED FDS66,057$4.7M1%
19NVDANVIDIA CORPORATION22,753$4.6M1%
20VSSVANGUARD INTL EQUITY INDEX F26,742$4.1M0.9%
21BRK/BBERKSHIRE HATHAWAY INC DEL8,005$4.0M0.9%
22VGTVANGUARD WORLD FD32,672$3.9M0.9%
23VTEBVANGUARD MUN BD FDS75,350$3.8M0.8%
24VNQIVANGUARD INTL EQUITY INDEX F83,058$3.7M0.8%
25IJHISHARES TR47,307$3.6M0.8%
26BILSPDR SERIES TRUST30,932$2.8M0.6%
27IEMGISHARES INC33,003$2.7M0.6%
28VTIVANGUARD INDEX FDS7,385$2.7M0.6%
29VONVVANGUARD SCOTTSDALE FDS20,916$2.2M0.5%
30XLKSELECT SECTOR SPDR TR10,988$2.1M0.5%
31MUBISHARES TR18,758$2.0M0.4%
32IUSBISHARES TR41,822$1.9M0.4%
33LQDISHARES TR17,522$1.9M0.4%
34AMZNAMAZON COM INC7,809$1.9M0.4%
35AVGOBROADCOM INC4,750$1.8M0.4%
36VOOVANGUARD INDEX FDS2,589$1.8M0.4%
37VWOVANGUARD INTL EQUITY INDEX F28,913$1.7M0.4%
38SGOVISHARES TR16,528$1.7M0.4%
39QUALISHARES TR6,961$1.5M0.3%
40VUGVANGUARD INDEX FDS15,823$1.4M0.3%
41VTWOVANGUARD SCOTTSDALE FDS10,326$1.3M0.3%
42GOOGLALPHABET INC3,422$1.2M0.3%
43VXUSVANGUARD STAR FDS13,545$1.2M0.3%
44XLESELECT SECTOR SPDR TR20,590$1.1M0.2%
45VOXVANGUARD WORLD FD5,912$1.1M0.2%
46TSLATESLA INC2,559$1.1M0.2%
47UNHUNITEDHEALTH GROUP INC2,576$1.1M0.2%
48AAPLAPPLE INC3,557$1.0M0.2%
49XLVSELECT SECTOR SPDR TR6,421$1.0M0.2%
50GOOGALPHABET INC2,877$1.0M0.2%
51VBRVANGUARD INDEX FDS4,027$978,4570.2%
52DELLDELL TECHNOLOGIES INC2,266$977,6880.2%
53VBVANGUARD INDEX FDS2,982$903,9040.2%
54IYFISHARES TR6,786$865,2830.2%
55VVVANGUARD INDEX FDS2,476$851,5210.2%
56IJRISHARES TR5,692$844,1810.2%
57VHTVANGUARD WORLD FD2,795$835,7330.2%
58MSFTMICROSOFT CORP2,239$835,2390.2%
59EMXCISHARES INC8,070$825,6080.2%
60QQQINVESCO QQQ TR1,120$824,6560.2%
61VXFVANGUARD INDEX FDS3,315$816,1860.2%
62ICVTISHARES TR6,189$753,4490.2%
63SPYSTATE STR SPDR S&P 500 ETF T912$681,0540.2%
64CRWDCROWDSTRIKE HLDGS INC879$670,8000.1%
65IWBISHARES TR1,633$668,7140.1%
66IWFISHARES TR5,291$656,9830.1%
67LTHLIFE TIME GROUP HOLDINGS INC15,887$648,8250.1%
68PUSHPGIM ETF TR12,008$605,3830.1%
69VCRVANGUARD WORLD FD1,469$582,6200.1%
70ITOTISHARES TR3,509$576,4820.1%
71PHOINVESCO EXCHANGE TRADED FD T7,387$510,2940.1%
72AMATAPPLIED MATLS INC702$507,5460.1%
73ITAISHARES TR1,967$476,7200.1%
74MMM3M CO2,689$435,2970.1%
75METAMETA PLATFORMS INC693$390,3600.1%
76ICLNISHARES TR18,309$375,1510.1%
77JPMJPMORGAN CHASE & CO1,117$365,6280.1%
78ECLECOLAB INC1,188$330,9890.1%
79BLDXIMPAX FUNDS SERIES TRUST I12,689$330,6560.1%
80VEUVANGUARD INTL EQUITY INDEX F3,834$321,1190.1%
81VVISA INC920$315,5330.1%
82TIPISHARES TR2,840$310,7810.1%
83SCZISHARES TR3,489$287,0400.1%
84IXUSISHARES TR2,987$285,0790.1%
85EELVINVESCO EXCH TRADED FD TR II9,918$275,7200.1%
86PMPHILIP MORRIS INTL INC1,500$271,3650.1%
87UBERUBER TECHNOLOGIES INC3,711$267,7860.1%
88SUBISHARES TR2,501$266,2810.1%
89IVVISHARES TR337$252,5170.1%
90KWEBKRANESHARES TRUST9,684$236,9670.1%
91VTVANGUARD INTL EQUITY INDEX F1,506$236,3710.1%
92XLCSELECT SECTOR SPDR TR2,092$224,1160%
93IEZISHARES TR7,903$212,5910%
94XLPSELECT SECTOR SPDR TR2,548$211,6620%
95VYMVANGUARD WHITEHALL FDS1,320$208,6000%
96STIPISHARES TR2,004$204,7290%
97SMHVANECK ETF TRUST306$200,7020%
98ENVXENOVIX CORPORATION15,910$96,5740%

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.

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