LPWM LLC

Filed: 7/8/2025ACC: 0001951757-25-000587

📋 What this filing means

LPWM LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $342.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$342.83M

Total AUM (reported)

3.48M

Total Shares

Allocation by class

VNG RUS1000GRW$68.79M20.1%

S&P 500 VAL ETF$60.13M17.5%

RUS MDCP VAL ETF$29.29M8.5%

ULTRA SHRT ETF$17.96M5.2%

CORE MSCI EAFE$15.41M4.5%

STRM INFPROIDX$12.94M3.8%

COM$12.23M3.6%

Portfolio Concentration

Top 3$158.21M46.1%

4–10$83.64M24.4%

11–25$59.75M17.4%

Rest$41.22M12.0%

Top 3 weight

46.1%

Top 10 weight

70.5%

Voting Authority Distribution

Total shares with voting rights: 3.48M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.48M

% of voting shares100.0%

Investment Discretion (by position count)

Sole83

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings83

Rows:

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares629.96K

TypeSH

Market value$68.79M

20.07%

Sole

0.00

Shared

0.00

None

629.96K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares307.69K

TypeSH

Market value$60.13M

17.54%

Sole

0.00

Shared

0.00

None

307.69K

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares221.67K

TypeSH

Market value$29.29M

8.54%

Sole

0.00

Shared

0.00

None

221.67K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares354.31K

TypeSH

Market value$17.96M

5.24%

Sole

0.00

Shared

0.00

None

354.31K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares184.64K

TypeSH

Market value$15.41M

4.50%

Sole

0.00

Shared

0.00

None

184.64K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares257.35K

TypeSH

Market value$12.94M

3.77%

Sole

0.00

Shared

0.00

None

257.35K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares228.29K

TypeSH

Market value$11.29M

3.29%

Sole

0.00

Shared

0.00

None

228.29K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares98.14K

TypeSH

Market value$10.76M

3.14%

Sole

0.00

Shared

0.00

None

98.14K

SPDR SERIES TRUST

SOLE

S&P 600 SMCP VAL

Shares97.24K

TypeSH

Market value$7.76M

2.26%

Sole

0.00

Shared

0.00

None

97.24K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares34.91K

TypeSH

Market value$7.53M

2.20%

Sole

0.00

Shared

0.00

None

34.91K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares63K

TypeSH

Market value$5.61M

1.64%

Sole

0.00

Shared

0.00

None

63K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares31.57K

TypeSH

Market value$5.58M

1.63%

Sole

0.00

Shared

0.00

None

31.57K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares9.49K

TypeSH

Market value$4.61M

1.35%

Sole

0.00

Shared

0.00

None

9.49K

INVESCO EXCH TRADED FD TR II

SOLE

S&P EMRNG MKTS

Shares173.12K

TypeSH

Market value$4.52M

1.32%

Sole

0.00

Shared

0.00

None

173.12K

NVIDIA CORPORATION

SOLE

COM

Shares28.05K

TypeSH

Market value$4.43M

1.29%

Sole

0.00

Shared

0.00

None

28.05K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000IDX

Shares15.56K

TypeSH

Market value$4.37M

1.28%

Sole

0.00

Shared

0.00

None

15.56K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHT MUNCPL

Shares81.48K

TypeSH

Market value$4.15M

1.21%

Sole

0.00

Shared

0.00

None

81.48K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares88.16K

TypeSH

Market value$4.07M

1.19%

Sole

0.00

Shared

0.00

None

88.16K

ISHARES TR

SOLE

RUS MID CAP ETF

Shares41.86K

TypeSH

Market value$3.85M

1.12%

Sole

0.00

Shared

0.00

None

41.86K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares21.47K

TypeSH

Market value$3.53M

1.03%

Sole

0.00

Shared

0.00

None

21.47K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares24.58K

TypeSH

Market value$3.30M

0.96%

Sole

0.00

Shared

0.00

None

24.58K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares32.60K

TypeSH

Market value$3.23M

0.94%

Sole

0.00

Shared

0.00

None

32.60K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares63.68K

TypeSH

Market value$3.12M

0.91%

Sole

0.00

Shared

0.00

None

63.68K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares52.31K

TypeSH

Market value$2.98M

0.87%

Sole

0.00

Shared

0.00

None

52.31K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares22.86K

TypeSH

Market value$2.39M

0.70%

Sole

0.00

Shared

0.00

None

22.86K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	629.96K	SH	$68.79M 20.07%	629.96K
ISHARES TRSOLE	S&P 500 VAL ETF	307.69K	SH	$60.13M 17.54%	307.69K
ISHARES TRSOLE	RUS MDCP VAL ETF	221.67K	SH	$29.29M 8.54%	221.67K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	354.31K	SH	$17.96M 5.24%	354.31K
ISHARES TRSOLE	CORE MSCI EAFE	184.64K	SH	$15.41M 4.50%	184.64K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	257.35K	SH	$12.94M 3.77%	257.35K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	228.29K	SH	$11.29M 3.29%	228.29K
ISHARES TRSOLE	IBOXX INV CP ETF	98.14K	SH	$10.76M 3.14%	98.14K
SPDR SERIES TRUSTSOLE	S&P 600 SMCP VAL	97.24K	SH	$7.76M 2.26%	97.24K
ISHARES TRSOLE	RUSSELL 2000 ETF	34.91K	SH	$7.53M 2.20%	34.91K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	63K	SH	$5.61M 1.64%	63K
VANGUARD INDEX FDSSOLE	VALUE ETF	31.57K	SH	$5.58M 1.63%	31.57K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	9.49K	SH	$4.61M 1.35%	9.49K
INVESCO EXCH TRADED FD TR IISOLE	S&P EMRNG MKTS	173.12K	SH	$4.52M 1.32%	173.12K
NVIDIA CORPORATIONSOLE	COM	28.05K	SH	$4.43M 1.29%	28.05K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000IDX	15.56K	SH	$4.37M 1.28%	15.56K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHT MUNCPL	81.48K	SH	$4.15M 1.21%	81.48K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	88.16K	SH	$4.07M 1.19%	88.16K
ISHARES TRSOLE	RUS MID CAP ETF	41.86K	SH	$3.85M 1.12%	41.86K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	21.47K	SH	$3.53M 1.03%	21.47K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	24.58K	SH	$3.30M 0.96%	24.58K
ISHARES TRSOLE	CORE US AGGBD ET	32.60K	SH	$3.23M 0.94%	32.60K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	63.68K	SH	$3.12M 0.91%	63.68K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	52.31K	SH	$2.98M 0.87%	52.31K
ISHARES TRSOLE	NATIONAL MUN ETF	22.86K	SH	$2.39M 0.70%	22.86K

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