Gpwm LLC Top Holdings and 13F Report (2026) About Gpwm LLCInvestment ActivityGpwm LLC has $176.09 million in total holdings as of March 31, 2026.Gpwm LLC owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 2.27% of the portfolio was sold this quarter.This quarter, Gpwm LLC has purchased 21 new stocks and bought additional shares in 11 stocks.Gpwm LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $22,609,321Vanguard Tax-Exempt Bond ETF $21,853,117Vanguard FTSE Developed Markets ETF $20,271,003Vanguard Large-Cap ETF $19,209,779Vanguard Short-Term Inflation-Protected Securities ETF $15,373,062 Largest Purchases this Quarter Vanguard Total Bond Market ETF 25,302 shares (about $1.86M)Vanguard Tax-Exempt Bond ETF 33,938 shares (about $1.69M)Vanguard Total International Bond ETF 32,035 shares (about $1.54M)Vanguard Short-Term Inflation-Protected Securities ETF 25,619 shares (about $1.28M)Vanguard Real Estate ETF 10,786 shares (about $956.72K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 31,740 shares (about $2.03M)Vanguard FTSE All-World ex-US Small-Cap ETF 4,779 shares (about $696.73K)Vanguard FTSE Emerging Markets ETF 10,817 shares (about $584.66K)Vanguard ESG U.S. Stock ETF 1,647 shares (about $184.91K)Vanguard Value ETF 448 shares (about $87.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGpwm LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$22,609,321$1,863,239 ▲9.0%307,02512.8%ETFVTEBVanguard Tax-Exempt Bond ETF$21,853,117$1,693,167 ▲8.4%438,02612.4%ETFVEAVanguard FTSE Developed Markets ETF$20,271,003$2,033,899 ▼-9.1%316,33911.5%ETFVVVanguard Large-Cap ETF$19,209,779$3,586 ▼0.0%64,27910.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$15,373,062$1,279,669 ▲9.1%307,7698.7%ManufacturingBNDXVanguard Total International Bond ETF$15,135,558$1,539,282 ▲11.3%314,9968.6%ETFVBVanguard Small-Cap ETF$15,037,613$218,441 ▲1.5%57,4138.5%ETFVTVVanguard Value ETF$10,283,038$87,898 ▼-0.8%52,4115.8%ETFVNQVanguard Real Estate ETF$10,149,054$956,718 ▲10.4%114,4205.8%ETFVWOVanguard FTSE Emerging Markets ETF$9,136,774$584,659 ▼-6.0%169,0435.2%ETFVBRVanguard Small-Cap Value ETF$7,429,298$7,821 ▼-0.1%34,1974.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,924,442$696,730 ▼-9.1%47,4963.9%ETFESGVVanguard ESG U.S. Stock ETF$2,515,522$184,909 ▼-6.8%22,4061.4%ETFDFUSDimensional U.S. Equity ETF$131,035$213 ▲0.2%1,8470.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,147$1,115 ▲12.3%4370.0%ETFSCHXSchwab US Large-Cap ETF$7,589$26 ▲0.3%2960.0%ETFSCHFSchwab International Equity ETF$5,297$693 ▼-11.6%2140.0%ETFSCHASchwab US Small-Cap ETF$5,263$145 ▲2.8%1810.0%ETFSCHESchwab Emerging Markets Equity ETF$3,592$198 ▼-5.2%1090.0%ETFSCHHSchwab U.S. REIT ETF$1,977$301 ▲17.9%920.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$395,397 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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