Fund HoldingsLPWM LLC

Total Portfolio Value
$450.72M
Total Bought
$139.14M
Total Sold
$100.94M
Net Transaction
+$38.20M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS40,973314,012+273,0398,03968,43315.18%+60,394
SPDR INDEX SHS FDS
ST PORT MARK ETF
0384,456+384,456019,9074.42%+19,907
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
660,553682,435+21,88272,45687,22219.35%+14,766
SPDR SERIES TRUST
ST STR SP600SM C
0101,312+101,312011,0542.45%+11,054
ISHARES TR25,59444,192+18,5982,8956,0781.35%+3,183
SPDR SERIES TRUST
ST STR BLO 1 ETF
030,932+30,93202,8350.63%+2,835
VANGUARD MALVERN FDS305,716359,230+53,51415,27118,0444.00%+2,774
ISHARES TR226,691216,410-10,28133,03835,6217.90%+2,583
ISHARES TR
CORE MSCI EAFE
213,995226,644+12,64919,37321,8894.86%+2,516
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,988+10,98802,0930.46%+2,093
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
509,362546,360+36,99825,77927,6296.13%+1,851
ISHARES TR37,57736,932-6459,31911,0962.46%+1,777
ISHARES TR016,528+16,52801,6640.37%+1,664
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
89,453112,326+22,8734,5605,7291.27%+1,168
SELECT SECTOR SPDR TR
ST STR ENERG ETF
020,590+20,59001,0940.24%+1,094
VANGUARD WORLD FD
INF TECH ETF
4,09232,672+28,5802,8553,9050.87%+1,050
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,421+6,42101,0190.23%+1,019
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
16,17416,780+6064,7735,6841.26%+910
ISHARES TR49,48249,499+174,8115,4611.21%+650
LIFE TIME GROUP HOLDINGS INC(LTH)015,887+15,88706490.14%+649
ISHARES TR44,96947,307+2,3383,0373,6480.81%+611
DELL TECHNOLOGIES INC(DELL)2,2662,26603729780.22%+606
PGIM ETF TR
ULTR SHO MUN ETF
012,008+12,00806050.13%+605
ISHARES INC
CORE MSCI EMKT
30,70933,003+2,2942,1422,7340.61%+592
VANGUARD MUN BD FDS65,48375,350+9,8673,2673,8110.85%+544
NVIDIA CORPORATION(NVDA)22,99622,753-2434,0114,5531.01%+542
APPLIED MATLS INC0702+70205080.11%+508
VANGUARD TAX-MANAGED FDS65,77866,057+2794,2154,7071.04%+491
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
18,71020,916+2,2061,7542,2240.49%+470
VANGUARD INDEX FDS65,64565,210-4355,8236,2881.40%+466
VANGUARD INDEX FDS7,2847,385+1012,3372,7330.61%+396
UNITEDHEALTH GROUP INC(UNH)2,5762,57606971,0710.24%+374
VANGUARD INTL EQUITY INDEX F25,74326,742+9993,7534,1260.92%+373
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
9,11310,326+1,2139131,2540.28%+341
VANGUARD INTL EQUITY INDEX F25,77728,913+3,1361,3931,7260.38%+333
IMPAX FUNDS SERIES TRUST I012,689+12,68903310.07%+331
CROWDSTRIKE HLDGS INC(CRWD)87987903436710.15%+328
BROADCOM INC(AVGO)4,7504,75001,4701,7940.40%+324
VANGUARD INDEX FDS24,43424,226-2084,5034,7871.06%+284
UBER TECHNOLOGIES INC(UBER)03,711+3,71102680.06%+268
ISHARES INC
MSCI EMRG CHN
7,1878,070+8835658260.18%+260
VANGUARD INDEX FDS2,5422,589+471,5191,7780.39%+259
TESLA INC(TSLA)2,2202,559+3398251,0760.24%+251
ISHARES TR15,28517,522+2,2371,6661,9110.42%+245
VANGUARD INDEX FDS2,5232,982+4596619040.20%+243
VANGUARD INDEX FDS2,58615,823+13,2371,1301,3630.30%+233
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,092+2,09202240.05%+224
AMAZON COM INC(AMZN)7,9137,809-1041,6481,8610.41%+213
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,548+2,54802120.05%+212
VANGUARD WHITEHALL FDS01,320+1,32002090.05%+209
ISHARES TR
0-5 YR TIPS ETF
02,004+2,00402050.05%+205
VANGUARD STAR FDS12,36513,545+1,1809531,1580.26%+204
VANECK ETF TRUST
SEMICONDUCTR ETF
0306+30602010.04%+201
ALPHABET INC(GOOG)2,9052,877-288331,0160.23%+183
MICROSOFT CORP(MSFT)1,8062,239+4336698350.19%+167
ISHARES TR
MSCI USA QLT FCT
7,1256,961-1641,3671,5280.34%+161
INVESCO QQQ TR1,1651,120-456728250.18%+152
VANGUARD INTL EQUITY INDEX F80,51483,058+2,5443,5793,7250.83%+146
ISHARES TR5,6925,69207088440.19%+137
VANGUARD INDEX FDS3,3353,315-206868160.18%+130
ISHARES TR
CORE UNIVRSL USD
39,10541,822+2,7171,8061,9300.43%+124
ISHARES TR1,2515,291+4,0405336570.15%+124
ALPHABET INC(GOOG)3,8843,422-4621,1171,2230.27%+106
VANGUARD INDEX FDS4,0274,02708759780.22%+104
VANGUARD INDEX FDS2,5262,476-507558520.19%+97
APPLE INC(AAPL)3,6863,557-1299351,0290.23%+94
STATE STR SPDR S&P 500 ETF T(SPY)910912+25926810.15%+89
ISHARES TR
CORE MSCI TOTAL
2,3122,987+6752002850.06%+85
ISHARES TR
CONV BD ETF
6,7186,189-5296847530.17%+70
ISHARES TR6,7866,78607988650.19%+67
ISHARES TR3,5893,509-805115760.13%+65
VANGUARD WORLD FD
CONSUM DIS ETF
1,4691,46905275830.13%+55
VANGUARD WORLD FD
HEALTH CAR ETF
2,8952,795-1007888360.19%+47
ISHARES TR1,9661,967+14304770.11%+47
VISA INC(V)897920+232713160.07%+45
ISHARES TR18,30918,30903353750.08%+40
ISHARES TR59,61360,164+5515,9185,9551.32%+37
VANGUARD INTL EQUITY INDEX F3,8023,834+322863210.07%+36
VANGUARD INTL EQUITY INDEX F1,4581,506+482022360.05%+35
JPMORGAN CHASE & CO(JPM)1,1281,117-113323660.08%+34
ISHARES TR33733702202530.06%+32
ISHARES TR1,7981,633-1656416690.15%+28
ISHARES TR3,3163,489+1732602870.06%+27
VANGUARD WORLD FD
COMM SRVC ETF
5,9125,91201,0631,0870.24%+24
PHILIP MORRIS INTL INC(PM)1,5001,50002482710.06%+23
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
7,3877,38704945100.11%+16
ECOLAB INC(ECL)1,1881,18803163310.07%+15
ENOVIX CORPORATION(ENVX)15,91015,910082970.02%+14
ISHARES TR18,92718,758-1692,0092,0190.45%+10
ISHARES TR2,5012,50102662660.06%-0
ISHARES TR2,8612,840-213163110.07%-5
META PLATFORMS INC(META)69369303963900.09%-6
3M CO(MMM)3,0492,689-3604434350.10%-7
ISHARES TR7,9037,90302292130.05%-16
KRANESHARES TRUST9,6849,68402752370.05%-38
INVESCO EXCH TRADED FD TR II11,5279,918-1,6093242760.06%-48
BERKSHIRE HATHAWAY INC DEL8,5108,005-5054,0784,0060.89%-72
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,5480-2,5482090-209
SCHWAB STRATEGIC TR7,7610-7,7612260-226
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,0860-2,0862310-231
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