LPWM LLC — 13F holdings

LPWM LLC reported 101 holdings worth $458M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. VONG VANGUARD SCOTTSDALE FDS — $88.9M (19.4%)
  2. VTV VANGUARD INDEX FDS — $68.1M (14.9%)
  3. IWS ISHARES TR — $34.6M (7.5%)
  4. JPST J P MORGAN EXCHANGE TRADED F — $27.3M (6.0%)
  5. IEFA ISHARES TR — $22.5M (4.9%)
  6. SPEM SPDR INDEX SHS FDS — $20.1M (4.4%)
  7. VTIP VANGUARD MALVERN FDS — $17.9M (3.9%)
  8. IVE ISHARES TR — $12.2M (2.7%)
  9. IWM ISHARES TR — $10.4M (2.3%)
  10. SLYV SPDR SERIES TRUST — $10.3M (2.2%)