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Lpwm LLC Top Holdings and 13F Report (2025)

About Lpwm LLC

Investment Activity

  • Lpwm LLC has $342.83 million in total holdings as of June 30, 2025.
  • Lpwm LLC owns shares of 83 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 5.72% of the portfolio was purchased this quarter.
  • About 3.09% of the portfolio was sold this quarter.
  • This quarter, Lpwm LLC has purchased 84 new stocks and bought additional shares in 30 stocks.
  • Lpwm LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

025816109 - American Express
$357,577 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$246,375 Holding
922908629 - Vanguard Mid-Cap ETF
$205,115 Holding

Largest Purchases this Quarter

Vanguard FTSE Emerging Markets ETF
82,616 shares (about $4.09M)
iShares S&P 500 Value ETF
13,218 shares (about $2.58M)
Vanguard Tax-Exempt Bond ETF
47,996 shares (about $2.35M)
Vanguard Russell 1000 Growth ETF
19,916 shares (about $2.17M)
JPMorgan Ultra-Short Income ETF
35,486 shares (about $1.80M)

Largest Sales this Quarter

iShares MSCI Emerging Markets ex China ETF
67,987 shares (about $4.29M)
iShares National Muni Bond ETF
28,490 shares (about $2.98M)
iShares Core MSCI EAFE ETF
8,431 shares (about $703.82K)
Vanguard Global ex-U.S. Real Estate ETF
8,601 shares (about $396.94K)
Vanguard FTSE All-World ex-US Small-Cap ETF
2,192 shares (about $294.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLpwm LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$68,791,265$2,174,826 3.3%629,95720.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$60,128,286$2,583,066 4.5%307,68717.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$29,291,239$1,280,966 4.6%221,6688.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$17,956,684$1,798,430 11.1%354,3155.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$15,413,780$703,821 -4.4%184,6404.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$12,937,015$45,142 0.4%257,3513.8%Manufacturing
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,291,144$4,086,194 56.7%228,2883.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$10,757,235$191,050 -1.7%98,1413.1%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$7,755,587$897,934 13.1%97,2372.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$7,532,546$655,783 9.5%34,9072.2%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,610,639$109,723 2.0%62,9981.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,578,785$235,594 4.4%31,5651.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,612,386$143,302 3.2%9,4951.3%Finance
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$4,521,764$177,851 -3.8%173,1151.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,431,201$54,033 -1.2%28,0471.3%Computer and Technology
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$4,371,305$62,632 -1.4%15,5641.3%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$4,149,216$484,758 13.2%81,4851.2%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$4,068,540$396,936 -8.9%88,1591.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,850,140$20,049 -0.5%41,8631.1%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,531,420$14,801 0.4%21,4731.0%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$3,303,152$294,581 -8.2%24,5791.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,233,722$67,158 -2.0%32,5980.9%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,122,083$2,353,244 306.1%63,6770.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,982,230$4,504 0.2%52,3110.9%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,388,308$2,976,635 -55.5%22,8590.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,098,286$49,875 -2.3%19,0580.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,086,016$11,276 -0.5%3,1450.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,036,727$8,510 -0.4%6,7010.6%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,845,883$505,708 37.7%20,1230.5%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$1,704,738$7,328 -0.4%20,0060.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,504,268$1,103 0.1%5,4570.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,465,386$25,670 1.8%6,6790.4%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,452,830$10,636 -0.7%5,7370.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,367,816$4,544 0.3%2,4080.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,292,506$19,930 1.6%21,5310.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,262,683$50,420 4.2%2,8800.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,122,931$366 0.0%6,1420.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$1,083,169$566,318 109.6%23,4300.3%Manufacturing
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$891,239$513 0.1%5,2110.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$885,584$223,272 33.7%14,2790.3%ETF
Apple Inc. stock logo
AAPL
Apple
$813,871$30,364 -3.6%3,9670.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$797,591$176 0.0%4,5260.2%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$735,5030.0%2,5780.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$722,681$177,087 32.5%8,5210.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$706,279$63,823 -8.3%2,8440.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$694,445$119,173 -14.6%2,2260.2%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$674,290$12,534 1.9%5,0030.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$673,1360.0%3,4930.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$643,7310.0%1,2940.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$629,9730.0%1,1420.2%Finance
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$617,365$49,195 -7.4%6,8520.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$610,547$56,029 10.1%1,7980.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$547,071$13,659 -2.4%3,0840.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$532,5870.0%8620.2%Finance
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$528,2420.0%4,3660.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$517,243$4,292,700 -89.2%8,1920.2%Manufacturing
3M Company stock logo
MMM
3M
$482,373$142,018 41.7%3,1690.1%Multi-Sector Conglomerates
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$471,590$18,010 -3.7%1,9900.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$462,0850.0%1,4550.1%Auto/Tires/Trucks
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$424,5800.0%1,0000.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$421,288$134,188 46.7%2,1600.1%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$383,6970.0%1,0590.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$369,4060.0%1,9580.1%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$358,1150.0%2,9210.1%Computer and Technology
American Express Company stock logo
AXP
American Express
$357,577$357,577 New Holding1,1210.1%Finance
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$340,8110.0%4,8750.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$335,2260.0%3,0460.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$333,6210.0%3,0740.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$332,8790.0%4510.1%Computer and Technology
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$328,235$12,561 -3.7%3,7630.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$322,3930.0%6330.1%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$320,0950.0%1,1880.1%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$307,3050.0%1,0600.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$273,1950.0%1,5000.1%Consumer Staples
Enovix Corporation stock logo
ENVX
Enovix
$253,868$44,669 -15.0%24,5520.1%Energy
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$246,375$246,375 New Holding2,2500.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$242,460$26,746 -9.9%3,3360.1%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$242,4240.0%2,9940.1%ETF
Visa Inc. stock logo
V
Visa
$224,3920.0%6320.1%Business Services
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$221,8260.0%3,3000.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$216,2160.0%2,0060.1%Energy
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$205,115$205,115 New Holding7330.1%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$200,1900.0%15,2700.1%ETF
Cencora, Inc. stock logo
COR
Cencora
$0$269,291 -100.0%00.0%Medical
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$0$206,554 -100.0%00.0%ETF
iShares U.S. Energy ETF stock logo
IYE
iShares U.S. Energy ETF
$0$205,926 -100.0%00.0%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$0$201,264 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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