account_balance
Investment manager · 13F filer · SEC CIK 1801101
LPWM LLC
Reported value$458Mas of Sep 30, 2026
Positions101 8 new, 5 sold out
Top 10 weight68.2%VONG alone is 19%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VONGVanguard Scottsdale FDS
19.4%
VTVVanguard Index FDS
14.9%
IWSiShares Tr
7.5%
JPSTJ P Morgan Exchange Traded F
6.0%
IEFAiShares Tr
4.9%Added +3%
SPEMSPDR Index SHS FDS
4.4%
VTIPVanguard Malvern FDS
3.9%
IVEiShares Tr
2.7%
IWMiShares Tr
2.3%
SLYVSPDR Series Trust
2.2%
JMSTJ P Morgan Exchange Traded F
1.6%+26%
IVWiShares Tr
1.4%
VONGVanguard Scottsdale FDS
19.4%
VTVVanguard Index FDS
14.9%
IWSiShares Tr
7.5%
JPSTJ P Morgan Exchange Traded F
6.0%
IEFAiShares Tr
4.9%
SPEMSPDR Index SHS FDS
4.4%
VTIPVanguard Malvern FDS
3.9%
IVE2.7%
IWM
SLYV
JMST
IVW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VONG Vanguard Scottsdale FDS 19.4% Held
VTV Vanguard Index FDS 14.9% Held
IWS iShares Tr 7.5% Held
JPST J P Morgan Exchange Traded F 6.0% Held
IEFA iShares Tr 4.9% Added +3%
SPEM SPDR Index SHS FDS 4.4% Held
VTIP Vanguard Malvern FDS 3.9% Held
IVE iShares Tr 2.7% Held
IWM iShares Tr 2.3% Held
SLYV SPDR Series Trust 2.2% Held
JMST J P Morgan Exchange Traded F 1.6% Added +26%
IVW iShares Tr 1.4% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.