Lpwm LLC 13F Holdings · Q2 2026
Lpwm LLC reported 98 securities worth $450.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VONG (19.35%), VTV (15.18%), IWS (7.90%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $87.2M | 19.35% | 682,435 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $68.4M | 15.18% | 314,012 | Added |
| 3 | IWS | ISHARES TR | $35.6M | 7.90% | 216,410 | Trimmed |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $27.6M | 6.13% | 546,360 | Added |
| 5 | IEFA | ISHARES TR | $21.9M | 4.86% | 226,644 | Added |
| 6 | SPEM | SPDR INDEX SHS FDS | $19.9M | 4.42% | 384,456 | Added |
| 7 | VTIP | VANGUARD MALVERN FDS | $18.0M | 4.00% | 359,230 | Added |
| 8 | IVE | ISHARES TR | $12.3M | 2.74% | 54,315 | Trimmed |
| 9 | IWM | ISHARES TR | $11.1M | 2.46% | 36,932 | Trimmed |
| 10 | SLYV | SPDR SERIES TRUST | $11.1M | 2.45% | 101,312 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $6.3M | 1.40% | 65,210 | Trimmed |
| 12 | IVW | ISHARES TR | $6.1M | 1.35% | 44,192 | Added |
| 13 | AGG | ISHARES TR | $6.0M | 1.32% | 60,164 | Added |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.27% | 112,326 | Added |
| 15 | VONE | VANGUARD SCOTTSDALE FDS | $5.7M | 1.26% | 16,780 | Added |
| 16 | IWR | ISHARES TR | $5.5M | 1.21% | 49,499 | Added |
| 17 | VOE | VANGUARD INDEX FDS | $4.8M | 1.06% | 24,226 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 1.04% | 66,057 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $4.6M | 1.01% | 22,753 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.1M | 0.92% | 26,742 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 0.89% | 8,005 | Trimmed |
| 22 | VGT | VANGUARD WORLD FD | $3.9M | 0.87% | 32,672 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $3.8M | 0.85% | 75,350 | Added |
| 24 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.83% | 83,058 | Added |
| 25 | IJH | ISHARES TR | $3.6M | 0.81% | 47,307 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR