Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LPWM LLC (CIK 1801101) reported $396.3M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VONG ($72.5M, 18.28%), IVE ($70.1M, 17.68%), IWS ($33.0M, 8.34%), JPST ($25.8M, 6.50%), IEFA ($19.4M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $72.5M | 18.28% | 660,553 | Added |
| 2 | IVE | ISHARES TR | $70.1M | 17.68% | 331,900 | Added |
| 3 | IWS | ISHARES TR | $33.0M | 8.34% | 226,691 | Trimmed |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $25.8M | 6.50% | 509,362 | Added |
| 5 | IEFA | ISHARES TR | $19.4M | 4.89% | 213,995 | Added |
| 6 | SPEM | SPDR INDEX SHS FDS | $17.8M | 4.50% | 380,104 | New |
| 7 | VTIP | VANGUARD MALVERN FDS | $15.3M | 3.85% | 305,716 | Added |
| 8 | SLYV | SPDR SERIES TRUST | $9.5M | 2.41% | 100,823 | Trimmed |
| 9 | IWM | ISHARES TR | $9.3M | 2.35% | 37,577 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $8.0M | 2.03% | 40,973 | Added |
| 11 | AGG | ISHARES TR | $5.9M | 1.49% | 59,613 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $5.8M | 1.47% | 65,645 | Trimmed |
| 13 | IWR | ISHARES TR | $4.8M | 1.21% | 49,482 | Added |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | $4.8M | 1.20% | 16,174 | Added |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.15% | 89,453 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $4.5M | 1.14% | 24,434 | Trimmed |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.06% | 65,778 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.03% | 8,510 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $4.0M | 1.01% | 22,996 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $3.8M | 0.95% | 25,743 | Added |
| 21 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.6M | 0.90% | 80,514 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $3.3M | 0.82% | 65,483 | Trimmed |
| 23 | IJH | ISHARES TR | $3.0M | 0.77% | 44,969 | Added |
| 24 | BIL | SPDR SERIES TRUST | $2.9M | 0.73% | 31,727 | Trimmed |
| 25 | IVW | ISHARES TR | $2.9M | 0.73% | 25,594 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31