Investor
LPWM LLC
CIK 0001801101 · filed 2026-01-06 · SEC filing
13F book
$396.4M
Positions
87
Largest name
20.3%
Vanguard Scottsdale Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 659.7K | $80.3M | 20.3% | — | Held |
| Ishares Tr | — | 329.4K | $69.9M | 17.6% | — | Held |
| Ishares Tr | — | 231.6K | $32.7M | 8.2% | — | Held |
| Ishares Tr | — | 196.2K | $17.6M | 4.4% | — | Held |
| J P Morgan Exchange Traded F | — | 321.9K | $16.3M | 4.1% | — | Held |
| Vanguard Malvern Fds | — | 275.8K | $13.6M | 3.4% | — | Held |
| Vanguard Intl Equity Index F | — | 242.9K | $13.1M | 3.3% | — | Held |
| Ishares Tr | — | 102.5K | $11.3M | 2.8% | — | Held |
| Ishares Tr | — | 39.9K | $9.83M | 2.5% | — | Held |
| Spdr Series Trust | — | 100.9K | $9.18M | 2.3% | — | Held |
| Vanguard Index Fds | — | 36.8K | $7.03M | 1.8% | — | Held |
| Vanguard Index Fds | — | 66.4K | $5.88M | 1.5% | — | Held |
| Vanguard Scottsdale Fds | — | 16.1K | $4.96M | 1.3% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 179.1K | $4.91M | 1.2% | — | Held |
| Ishares Tr | — | 49.1K | $4.73M | 1.2% | — | Held |
| J P Morgan Exchange Traded F | — | 92K | $4.69M | 1.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 9.02K | $4.53M | 1.1% | — | Held |
| Nvidia Corp | NVDA | 24.3K | $4.53M | 1.1% | — | Held |
| Vanguard Index Fds | — | 25K | $4.43M | 1.1% | — | Held |
| Vanguard Intl Equity Index F | — | 92.2K | $4.23M | 1.1% | — | Held |
| Ishares Tr | — | 38.9K | $3.89M | 1.0% | — | Held |
| Vanguard Intl Equity Index F | — | 25.4K | $3.65M | 0.9% | — | Held |
| Vanguard Tax-Managed Fds | — | 56.4K | $3.53M | 0.9% | — | Held |
| Vanguard Mun Bd Fds | — | 66.9K | $3.37M | 0.8% | — | Held |
| Ishares Tr | — | 25.9K | $3.19M | 0.8% | — | Held |
| Spdr Series Trust | — | 32.5K | $2.97M | 0.7% | — | Held |
| Ishares Tr | — | 41.2K | $2.72M | 0.7% | — | Held |
| Vanguard World Fd | — | 3.32K | $2.51M | 0.6% | — | Held |
| Vanguard Index Fds | — | 6.99K | $2.34M | 0.6% | — | Held |
| Ishares Tr | — | 20.3K | $2.17M | 0.5% | — | Held |
| Broadcom Inc. | AVGO | 5.78K | $2M | 0.5% | — | Held |
| Vanguard Scottsdale Fds | — | 20.1K | $1.85M | 0.5% | — | Held |
| Ishares Tr | — | 39K | $1.82M | 0.5% | — | Held |
| Amazon Com Inc | AMZN | 7.64K | $1.76M | 0.4% | — | Held |
| Select Sector Spdr Tr | — | 11.8K | $1.7M | 0.4% | — | Held |
| Ishares Inc | — | 25K | $1.68M | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.59K | $1.62M | 0.4% | — | Held |
| Alphabet Inc | — | 4.43K | $1.39M | 0.4% | — | Held |
| Ishares Tr | — | 6.82K | $1.35M | 0.3% | — | Held |
| Vanguard Growth Etf | — | 2.51K | $1.22M | 0.3% | — | Held |
| Apple Inc. | AAPL | 3.92K | $1.07M | 0.3% | — | Held |
| Vanguard World Fd | — | 5.08K | $984.4K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 6.16K | $953.7K | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 2.09K | $941.6K | 0.2% | — | Held |
| Alphabet Inc | — | 2.9K | $911.1K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 1.77K | $858.5K | 0.2% | — | Held |
| Vanguard Star Fds | — | 11.3K | $856K | 0.2% | — | Held |
| Vanguard Index Fds | — | 3.98K | $842.4K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.59K | $815.6K | 0.2% | — | Held |
| Unitedhealth Group Inc | UNH | 2.44K | $806.5K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 18K | $805.7K | 0.2% | — | Held |
| Vanguard Index Fds | — | 3.52K | $736.3K | 0.2% | — | Held |
| Vanguard World Fd | — | 2.51K | $723.4K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 7.21K | $717.9K | 0.2% | — | Held |
| Ishares 0-3 Month | — | 6.97K | $700.2K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 1.14K | $699K | 0.2% | — | Held |
| Cencora, Inc. | COR | 2.06K | $696.9K | 0.2% | — | Held |
| Ishares Tr | — | 1.8K | $671.4K | 0.2% | — | Held |
| Ishares Tr | — | 6.78K | $667.3K | 0.2% | — | Held |
| Ishares Tr | — | 5.43K | $653.2K | 0.2% | — | Held |
| Ishares Tr | — | 4.87K | $628K | 0.2% | — | Held |
| Ishares Inc | — | 8.62K | $626.8K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.35K | $607.2K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 852 | $581K | 0.1% | — | Held |
| Ishares Tr | — | 1.22K | $577.4K | 0.1% | — | Held |
| Ishares Tr | — | 3.58K | $533.1K | 0.1% | — | Held |
| 3M CO | MMM | 3.17K | $507.3K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 693 | $457.4K | 0.1% | — | Held |
| Ishares Tr | — | 1.97K | $422.2K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 5.9K | $415.3K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.04K | $410.5K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 3.07K | $361.9K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 1.06K | $341.6K | 0.1% | — | Held |
| Crowdstrike Hldgs Inc | — | 717 | $336.1K | 0.1% | — | Held |
| Dell Technologies Inc. | DELL | 2.57K | $323.6K | 0.1% | — | Held |
| Visa Inc. | V | 897 | $314.5K | 0.1% | — | Held |
| Ecolab Inc. | ECL | 1.19K | $311.9K | 0.1% | — | Held |
| Ishares Tr | — | 2.74K | $301.3K | 0.1% | — | Held |
| Ishares Tr | — | 3.32K | $257.2K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 3.42K | $251.6K | 0.1% | — | Held |
| Philip Morris Intl Inc | — | 1.5K | $240.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 816 | $236.8K | 0.1% | — | Held |
| Ishares Tr | — | 2.1K | $221.4K | 0.1% | — | Held |
| Ishares Tr | — | 13.5K | $221.3K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 5.14K | $207.6K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 1.42K | $200.9K | 0.1% | — | Held |
| Enovix Corp | ENVX | 15.9K | $116.3K | 0.0% | — | Held |
Positions as of Q4 2025. 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.