Investor
LPWM LLC
CIK 0001801101 · filed 2026-04-09 · SEC filing
13F book
$396.3M
Positions
94
11 new · 4 sold
Largest name
18.3%
Vanguard Scottsdale Fds
Est. mark
−$8.8M
Price effect on 83 names still held. Flow $8.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 660.6K | $72.5M | 18.3% | −$7.96M | Added−$7.86M |
| Ishares Tr | — | 331.9K | $70.1M | 17.7% | −$303.1K | Added$223.3K |
| Ishares Tr | — | 226.7K | $33M | 8.3% | $1.06M | Cut$376.3K |
| J P Morgan Exchange Traded F | — | 509.4K | $25.8M | 6.5% | $6.44K | Added$9.49M |
| Ishares Tr | — | 214K | $19.4M | 4.9% | $209.9K | Added$1.82M |
| Spdr Index Shs Fds | — | 380.1K | $17.8M | 4.5% | — | New |
| Vanguard Malvern Fds | — | 305.7K | $15.3M | 3.9% | $135.1K | Added$1.63M |
| Spdr Series Trust | — | 100.8K | $9.54M | 2.4% | $364K | Cut$353.1K |
| Ishares Tr | — | 37.6K | $9.32M | 2.4% | $69K | Cut−$508.4K |
| Vanguard Index Fds | — | 41K | $8.04M | 2.0% | $191.7K | Added$1.01M |
| Ishares Tr | — | 59.6K | $5.92M | 1.5% | −$23.7K | Added$2.03M |
| Vanguard Index Fds | — | 65.6K | $5.82M | 1.5% | $13.8K | Cut−$56.5K |
| Ishares Tr | — | 49.5K | $4.81M | 1.2% | $47.2K | Added$79.7K |
| Vanguard Scottsdale Fds | — | 16.2K | $4.77M | 1.2% | −$223.5K | Added−$187.5K |
| J P Morgan Exchange Traded F | — | 89.5K | $4.56M | 1.2% | $3.58K | Cut−$125.4K |
| Vanguard Index Fds | — | 24.4K | $4.5M | 1.1% | $168.8K | Cut$74.5K |
| Vanguard Tax-Managed Fds | — | 65.8K | $4.22M | 1.1% | $90.9K | Added$689.7K |
| Berkshire Hathaway Inc Del | — | 8.51K | $4.08M | 1.0% | −$199.6K | Cut−$454.9K |
| Nvidia Corp | NVDA | 23K | $4.01M | 1.0% | −$278.3K | Cut−$515.7K |
| Vanguard Intl Equity Index F | — | 25.7K | $3.75M | 0.9% | $62.6K | Added$107.5K |
| Vanguard Intl Equity Index F | — | 80.5K | $3.58M | 0.9% | −$111.9K | Cut−$646.3K |
| Vanguard Mun Bd Fds | — | 65.5K | $3.27M | 0.8% | −$26.2K | Cut−$98.3K |
| Ishares Tr | — | 45K | $3.04M | 0.8% | $63K | Added$319.9K |
| Spdr Series Trust | — | 31.7K | $2.91M | 0.7% | $8.3K | Cut−$60.5K |
| Ishares Tr | — | 25.6K | $2.89M | 0.7% | −$259.8K | Cut−$291.3K |
| Vanguard World Fd | — | 4.09K | $2.86M | 0.7% | −$186.3K | Added$349.5K |
| Vanguard Index Fds | — | 7.28K | $2.34M | 0.6% | −$101.2K | Added−$7.25K |
| Ishares Inc | — | 30.7K | $2.14M | 0.5% | $63.2K | Added$461.7K |
| Ishares Tr | — | 18.9K | $2.01M | 0.5% | −$18.2K | Cut−$162.7K |
| Ishares Tr | — | 39.1K | $1.81M | 0.5% | −$13.7K | Added−$10.2K |
| Vanguard Scottsdale Fds | — | 18.7K | $1.75M | 0.4% | $26.9K | Cut−$100K |
| Ishares Tr | — | 15.3K | $1.67M | 0.4% | −$18.3K | Cut−$9.63M |
| Amazon Com Inc | AMZN | 7.91K | $1.65M | 0.4% | −$172.4K | Added−$116.1K |
| Vanguard Index Fds | — | 2.54K | $1.52M | 0.4% | −$75.2K | Cut−$104K |
| Broadcom Inc. | AVGO | 4.75K | $1.47M | 0.4% | −$173.8K | Cut−$530K |
| Select Sector Spdr Tr | — | 11K | $1.46M | 0.4% | −$121.4K | Cut−$246.9K |
| Vanguard Intl Equity Index F | — | 25.8K | $1.39M | 0.4% | $7.5K | Cut−$11.7M |
| Ishares Tr | — | 7.13K | $1.37M | 0.3% | −$46.5K | Added$12.6K |
| Select Sector Spdr Tr | — | 20.6K | $1.26M | 0.3% | $298.3K | Added$455.6K |
| Vanguard Growth Etf | — | 2.59K | $1.13M | 0.3% | −$128.1K | Added−$94.5K |
| Alphabet Inc | — | 3.88K | $1.12M | 0.3% | −$98.9K | Cut−$271.4K |
| Vanguard World Fd | — | 5.91K | $1.06M | 0.3% | −$70.1K | Added$78.8K |
| Select Sector Spdr Tr | — | 6.54K | $958.7K | 0.2% | −$50.4K | Added$4.99K |
| Vanguard Star Fds | — | 12.4K | $953.5K | 0.2% | $18.9K | Added$97.4K |
| Apple Inc. | AAPL | 3.69K | $935.5K | 0.2% | −$66.7K | Cut−$131.1K |
| Vanguard Scottsdale Fds | — | 9.11K | $912.8K | 0.2% | $4.68K | Added$194.9K |
| Vanguard Index Fds | — | 4.03K | $874.8K | 0.2% | $21.7K | Added$32.4K |
| Alphabet Inc | — | 2.9K | $833.2K | 0.2% | −$78.2K | Added−$77.9K |
| Tesla, Inc. | TSLA | 2.22K | $825.2K | 0.2% | −$163.2K | Added−$116.4K |
| Ishares Tr | — | 6.79K | $798.4K | 0.2% | −$54.9K | Added$170.4K |
| Vanguard World Fd | — | 2.9K | $788.4K | 0.2% | −$39K | Added$65K |
| Vanguard Index Fds | — | 2.53K | $754.9K | 0.2% | −$40.3K | Cut−$60.8K |
| Ishares Tr | — | 5.69K | $707.6K | 0.2% | $22.4K | Added$54.4K |
| Unitedhealth Group Inc | UNH | 2.58K | $696.9K | 0.2% | −$145.5K | Added−$109.6K |
| Vanguard Index Fds | — | 3.33K | $686.3K | 0.2% | −$11.1K | Cut−$50K |
| Ishares Tr | — | 6.72K | $683.8K | 0.2% | $22.1K | Cut$16.5K |
| Invesco Qqq Tr | — | 1.17K | $672.3K | 0.2% | −$42.2K | Added−$26.7K |
| Microsoft Corp | MSFT | 1.81K | $668.6K | 0.2% | −$201.4K | Added−$189.9K |
| Vanguard Index Fds | — | 2.52K | $660.8K | 0.2% | $9.35K | Added$53.6K |
| Ishares Tr | — | 1.8K | $641.1K | 0.2% | −$30.4K | Held |
| Spdr S&P 500 Etf Tr | — | 910 | $591.8K | 0.1% | −$26.9K | Added$10.8K |
| Ishares Inc | — | 7.19K | $565.3K | 0.1% | $43K | Cut−$61.5K |
| Ishares Tr | — | 1.25K | $533.4K | 0.1% | −$57.2K | Added−$44K |
| Ishares 0-3 Month | — | 5.3K | $533.1K | 0.1% | $1.48K | Cut−$167.1K |
| Vanguard World Fd | — | 1.47K | $527.4K | 0.1% | −$36.4K | Added$117K |
| Ishares Tr | — | 3.59K | $511.1K | 0.1% | −$22.5K | Added−$21.9K |
| Invesco Exchange Traded Fd T | — | 7.39K | $493.9K | 0.1% | −$20.9K | Added$78.6K |
| 3M CO | MMM | 3.05K | $442.7K | 0.1% | −$45.3K | Cut−$64.5K |
| Ishares Tr | — | 1.97K | $430.2K | 0.1% | $7.99K | Held |
| Meta Platforms, Inc. | META | 693 | $396.5K | 0.1% | −$61K | Held |
| Dell Technologies Inc. | DELL | 2.27K | $371.9K | 0.1% | $86.7K | Cut$48.3K |
| Crowdstrike Hldgs Inc | — | 879 | $343.2K | 0.1% | −$56.2K | Added$7.07K |
| Ishares Tr | — | 18.3K | $334.9K | 0.1% | $25.1K | Added$113.6K |
| Jpmorgan Chase & Co. | — | 1.13K | $331.8K | 0.1% | −$29.7K | Added−$9.74K |
| Invesco Exch Traded Fd Tr Ii | — | 11.5K | $323.7K | 0.1% | $7.49K | Cut−$4.59M |
| Impax Funds Series Trust I | — | 12.6K | $323.4K | 0.1% | — | New |
| Ecolab Inc. | ECL | 1.19K | $316K | 0.1% | $4.16K | Held |
| Ishares Tr | — | 2.86K | $315.7K | 0.1% | $1.23K | Added$14.5K |
| Dimensional Etf Trust | — | 8.51K | $303.8K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 3.8K | $285.5K | 0.1% | $5.28K | Added$33.9K |
| Kraneshares Trust | — | 9.68K | $275.3K | 0.1% | — | New |
| Visa Inc. | V | 897 | $271K | 0.1% | −$43.5K | Held |
| Ishares Tr | — | 2.5K | $266.4K | 0.1% | — | New |
| Ishares Tr | — | 3.32K | $260K | 0.1% | $2.92K | Cut$2.84K |
| Philip Morris Intl Inc | — | 1.5K | $248K | 0.1% | $7.41K | Held |
| Exxon Mobil Corp | — | 1.43K | $243.3K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 2.09K | $231.3K | 0.1% | −$14.3K | Cut−$130.6K |
| Ishares Tr | — | 7.9K | $228.8K | 0.1% | — | New |
| Schwab Strategic Tr | — | 7.76K | $226.1K | 0.1% | — | New |
| Ishares Tr | — | 337 | $220.2K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 2.55K | $208.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 1.46K | $201.7K | 0.1% | −$3.87K | Added$836 |
| Ishares Tr | — | 2.31K | $200.3K | 0.1% | — | New |
| Enovix Corp | ENVX | 15.9K | $82.4K | 0.0% | −$33.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.