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Gpwm LLC Top Holdings and 13F Report (2025)

About Gpwm LLC

Investment Activity

  • Gpwm LLC has $164.11 million in total holdings as of September 30, 2025.
  • Gpwm LLC owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.91% of the portfolio was purchased this quarter.
  • About 0.53% of the portfolio was sold this quarter.
  • This quarter, Gpwm LLC has purchased 20 new stocks and bought additional shares in 8 stocks.
  • Gpwm LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
8,094 shares (about $601.95K)
Vanguard Total International Bond ETF
5,645 shares (about $279.20K)
Vanguard Real Estate ETF
1,606 shares (about $146.82K)
Vanguard Tax-Exempt Bond ETF
2,825 shares (about $141.45K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF
6,778 shares (about $406.14K)
Vanguard FTSE Emerging Markets ETF
4,158 shares (about $225.28K)
Vanguard ESG U.S. Stock ETF
733 shares (about $86.82K)
Vanguard Large-Cap ETF
237 shares (about $72.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGpwm LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$20,902,581$601,951 3.0%281,06212.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,080,930$406,138 -2.0%335,12912.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$19,185,272$141,448 0.7%383,16911.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$18,832,720$72,963 -0.4%61,17311.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$13,670,601$19,580 -0.1%53,7628.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$13,641,140$233,151 1.7%269,4288.3%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,442,832$279,202 2.1%271,7928.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,331,746$225,280 -2.4%172,2365.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,322,822$71,799 0.8%49,9915.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$8,785,736$146,821 1.7%96,1035.4%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$7,101,841$66,713 -0.9%49,8204.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,774,935$14,610 0.2%32,4614.1%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$2,865,774$86,817 -2.9%24,1961.7%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$133,259$362 0.3%1,8400.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$9,1300.0%3890.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$7,7700.0%2950.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,6340.0%2420.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,9100.0%1760.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,8380.0%1150.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,6820.0%780.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data