13F Insight
DOSSIER · 13F-HR · Q2 2026

LPWM LLC

$451M in tracked AUM across 98 positions as of Q2 2026.

LL
CIK 0001801101 · last filed Jun 30, 2026
Total AUM
$451M
as of Q2 2026
Holdings
98
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LPWM LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VONG
VANGUARD SCOTTSDALE FDS
$87M682K19.4%02
VTV
VANGUARD INDEX FDS
$68M314K15.2%03
IWS
ISHARES TR
$36M216K7.9%04
JPST
J P MORGAN EXCHANGE TRADED F
$28M546K6.1%05
IEFA
ISHARES TR
$22M227K4.9%06
SPEM
SPDR INDEX SHS FDS
$20M384K4.4%07
VTIP
VANGUARD MALVERN FDS
$18M359K4.0%08
IVE
ISHARES TR
$12M54K2.7%09
IWM
ISHARES TR
$11M37K2.5%10
SLYV
SPDR SERIES TRUST
$11M101K2.5%

Filing history

2026Q2Jun 30
$451M▲ 13.7%
98 positionsView →2026Q1Mar 31
$396M▼ 0.0%
94 positionsView →2025Q4Dec 31
$396M▲ 144.1%
87 positionsView →2025Q3Sep 30
$162M▼ 52.6%
38 positionsView →2025Q2Jun 30
$343M▲ 10.4%
83 positionsLocked2025Q1Mar 31
$310M▼ 0.3%
84 positionsLocked2024Q4Dec 31
$311M▲ 1.9%
78 positionsLocked2024Q3Sep 30
$305M▲ 5.5%
77 positionsLocked2024Q2Jun 30
$290M▲ 6.3%
77 positionsLocked2024Q1Mar 31
$272M▲ 7.7%
72 positionsLocked2023Q4Dec 31
$253M▲ 13.7%
70 positionsLocked2023Q3Sep 30
$222M▼ 1.9%
67 positionsLocked
Showing 12 of 27