Q3 2026 13F · SEC CIK 1801101

Lpwm LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $457.9M
Reported positions: 101
Top holdings a year, 3 yrs: +13.8%
Assets under management: $464.8M

Lpwm LLC is a wealth manager that reported 101 positions worth $457.9M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Scottsdale Fds (VONG, 19.4%), Vanguard Index Fds (VTV, 14.9%), Ishares Tr (IWS, 7.5%). A portfolio copying its top holdings returned 13.8% a year over the last 3 years, against 20.4% for the S&P 500.

Lpwm LLC holdings largest 50 of 101 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lpwm LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VONGVanguard Scottsdale Fds	19.4%	19.4%	689,236	+1.0%	$88.9M
VTVVanguard Index Fds	14.9%	15.2%	315,275	+0.4%	$68.1M
IWSIshares Tr	7.5%	7.9%	215,015	-0.6%	$34.6M
JPSTJ P Morgan Exchange Traded F	6.0%	6.1%	542,498	-0.7%	$27.3M
IEFAIshares Tr	4.9%	4.9%	232,715	+2.7%	$22.5M
SPEMSpdr Index Shs Fds	4.4%	4.4%	389,237	+1.2%	$20.1M
VTIPVanguard Malvern Fds	3.9%	4.0%	364,020	+1.3%	$17.9M
IVEIshares Tr	2.7%	2.7%	53,294	-1.9%	$12.2M
IWMIshares Tr	2.3%	2.5%	37,262	+0.9%	$10.4M
SLYVSpdr Series Trust	2.2%	2.5%	100,347	-1.0%	$10.3M
JMSTJ P Morgan Exchange Traded F	1.6%	1.3%	141,108	+25.6%	$7.1M
IVWIshares Tr	1.4%	1.3%	45,029	+1.9%	$6.4M
VONEVanguard Scottsdale Fds	1.3%	1.3%	17,126	+2.1%	$5.9M
VNQVanguard Index Fds	1.3%	1.4%	65,330	+0.2%	$5.9M
AGGIshares Tr	1.2%	1.3%	59,651	-0.9%	$5.6M
IWRIshares Tr	1.2%	1.2%	49,968	+0.9%	$5.3M
NVDANvidia Corporation	1.1%	1.0%	22,411	-1.5%	$5.1M
VOEVanguard Index Fds	1.0%	1.1%	24,227	+0.0%	$4.7M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	1.0%	66,596	+0.8%	$4.7M
SGOVIshares Tr	1.0%	0.4%	45,698	+176.5%	$4.6M
VTEBVanguard Mun Bd Fds	1.0%	0.8%	96,622	+28.2%	$4.6M
VSSVanguard Intl Equity Index F	0.9%	0.9%	27,022	+1.0%	$4.2M
VGTVanguard World Fd	0.9%	0.9%	32,792	+0.4%	$4.1M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	7,718	-3.6%	$3.8M
IJHIshares Tr	0.8%	0.8%	50,759	+7.3%	$3.7M
VNQIVanguard Intl Equity Index F	0.8%	0.8%	83,644	+0.7%	$3.6M
VTIVanguard Index Fds	0.6%	0.6%	7,495	+1.5%	$2.8M
IEMGIshares Inc	0.6%	0.6%	34,161	+3.5%	$2.8M
BILSpdr Series Trust	0.6%	0.6%	29,625	-4.2%	$2.7M
VONVVanguard Scottsdale Fds	0.5%	0.5%	21,832	+4.4%	$2.4M
PUSHPgim ETF Tr	0.5%	—	44,837	—	$2.2M
XLKSelect Sector Spdr Tr	0.5%	0.5%	11,022	+0.3%	$2.2M
AMZNAmazon Com Inc	0.4%	0.4%	7,842	+0.4%	$2.0M
VWOVanguard Intl Equity Index F	0.4%	0.4%	31,572	+9.2%	$1.9M
VOOVanguard Index Fds	0.4%	0.4%	2,634	+1.7%	$1.8M
IUSBIshares Tr	0.4%	0.4%	41,822	+0.0%	$1.8M
LQDIshares Tr	0.4%	0.4%	17,522	+0.0%	$1.8M
QUALIshares Tr	0.4%	0.3%	7,321	+5.2%	$1.6M
AVGOBroadcom Inc	0.3%	0.4%	4,466	-6.0%	$1.6M
MUBIshares Tr	0.3%	0.4%	15,078	-19.6%	$1.5M
VUGVanguard Index Fds	0.3%	0.3%	15,820	-0.0%	$1.4M
VXUSVanguard Star Fds	0.3%	0.3%	15,072	+11.3%	$1.3M
VTWOVanguard Scottsdale Fds	0.3%	0.3%	10,816	+4.7%	$1.2M
AAPLApple Inc	0.3%	0.2%	3,595	+1.1%	$1.2M
MSFTMicrosoft Corp	0.3%	—	2,329	—	$1.2M
GOOGLAlphabet Inc	0.3%	0.3%	3,422	+0.0%	$1.2M
XLESelect Sector Spdr Tr	0.3%	0.2%	18,899	-8.2%	$1.2M
VOXVanguard Telecommunication Ser	0.2%	0.2%	5,912	+0.0%	$1.1M
DELLDell Technologies Inc	0.2%	—	2,013	—	$1.1M
XLVSelect Sector Spdr Tr	0.2%	0.2%	6,244	-2.8%	$1.1M

What Lpwm LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SGOV Ishares Tr+176.5% shares
VTEB Vanguard Mun Bd Fds+28.2% shares
JMST J P Morgan Exchange Traded F+25.6% shares
VXUS Vanguard Star Fds+11.3% shares
VWO Vanguard Intl Equity Index F+9.2% shares
IJH Ishares Tr+7.3% shares
QUAL Ishares Tr+5.2% shares

Reduced

MUB Ishares Tr-19.6% shares
XLE Select Sector Spdr Tr-8.2% shares
AVGO Broadcom Inc-6.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +13.8% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$457.9M	101
Q2 2026	$450.7M	98
Q1 2026	$396.3M	94
Q4 2025	$396.4M	87
Q3 2025	$374.8M	84
Q2 2025	$342.8M	83
Q1 2025	$310.5M	84
Q4 2024	$311.3M	78
Q3 2024	$305.4M	77
Q2 2024	$289.6M	77
Q1 2024	$272.3M	72
Q4 2023	$253.0M	70

Questions about Lpwm LLC's portfolio

What stocks does Lpwm LLC own?

Lpwm LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 101 positions worth $457.9M. The largest are Vanguard Scottsdale Fds (VONG) at 19.4%, Vanguard Index Fds (VTV) at 14.9%, Ishares Tr (IWS) at 7.5%, J P Morgan Exchange Traded F (JPST) at 6.0% and Ishares Tr (IEFA) at 4.9%.

What did Lpwm LLC buy last quarter?

In Q3 2026, Lpwm LLC added Ishares Tr (SGOV) (+176.5% shares), Vanguard Mun Bd Fds (VTEB) (+28.2% shares) and J P Morgan Exchange Traded F (JMST) (+25.6% shares), compared with its Q2 2026 filing.

What did Lpwm LLC sell last quarter?

In Q3 2026, Lpwm LLC cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Alphabet Inc (GOOG), Ishares Tr (MUB) (-19.6% shares), Select Sector Spdr Tr (XLE) (-8.2% shares) and Broadcom Inc (AVGO) (-6.0% shares), compared with its Q2 2026 filing.

How has Lpwm LLC's portfolio performed?

A portfolio copying Lpwm LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Lpwm LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lpwm LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lpwm LLC manage?

Lpwm LLC reported $464.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $457.9M.