2026 Q1 Portfolio Activity
In 2026 Q1, LPWM LLC maintained a portfolio of 98 distinct positions. The most significant new addition was SPDR INDEX SHS FDS, now representing 4.50% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 58.2%. The fund also reduced its exposure to VANGUARD INTL EQUITY INDEX F by 89.4%.
Position History
hover any row below to update
Loading…
Total Positions
98
Quarter
2026 Q1
Top Holding
VONG (18.3%)
Top 10 Concentration
70.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
LPWM LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VONG
VANGUARD SCOTTS...
|
ETF | 18.28% | 20.26% |
#1
Prev: #1
|
6.5 |
—
|
840 | 0.1% |
P
S
|
660,553 | $72,456,099 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVE
ISHARES TR
|
ETF | 17.68% | 17.62% |
#2
Prev: #2
|
6.0 |
—
|
2,493 | 0.8% |
P
S
|
331,900 | $70,080,747 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWS
ISHARES TR
|
ETF | 8.34% | 8.24% |
#3
Prev: #3
|
4.8 |
—
|
-4,870 | -2.1% |
P
S
|
226,691 | $33,037,978 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 6.50% | 4.11% |
#4
1
Prev: #5
|
6.1 |
—
|
187,463 | 58.2% |
P
S
|
509,362 | $25,778,811 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEFA
ISHARES TR
|
ETF | 4.89% | 4.43% |
#5
1
Prev: #4
|
4.5 |
—
|
17,803 | 9.1% |
P
S
|
213,995 | $19,372,948 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 4.50% | — |
#6
Prev: #—
|
5.3 |
—
|
380,104 | — |
NEW
|
380,104 | $17,830,679 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 3.85% | 3.44% |
#7
1
Prev: #6
|
3.5 |
—
|
29,905 | 10.8% |
P
S
|
305,716 | $15,270,521 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 2.41% | 2.32% |
#8
2
Prev: #10
|
1.5 |
—
|
-120 | -0.1% |
P
S
|
100,823 | $9,535,856 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWM
ISHARES TR
|
ETF | 2.35% | 2.48% |
#9
Prev: #9
|
1.4 |
—
|
-2,346 | -5.9% |
P
S
|
37,577 | $9,318,989 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.03% | 1.77% |
#10
1
Prev: #11
|
2.8 |
—
|
4,183 | 11.4% |
P
S
|
40,973 | $8,038,928 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AGG
ISHARES TR
|
ETF | 1.49% | 0.98% |
#11
10
Prev: #21
|
3.6 |
—
|
20,688 | 53.1% |
P
S
|
59,613 | $5,917,783 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.47% | 1.48% |
#12
Prev: #12
|
1.1 |
—
|
-794 | -1.2% |
P
S
|
65,645 | $5,822,715 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWR
ISHARES TR
|
ETF | 1.21% | 1.19% |
#13
2
Prev: #15
|
1.0 |
—
|
335 | 0.7% |
P
S
|
49,482 | $4,811,111 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 1.20% | 1.25% |
#14
1
Prev: #13
|
1.0 |
—
|
122 | 0.8% |
P
S
|
16,174 | $4,773,271 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 1.15% | 1.18% |
#15
1
Prev: #16
|
1.0 |
—
|
-2,531 | -2.8% |
P
S
|
89,453 | $4,560,314 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.14% | 1.12% |
#16
3
Prev: #19
|
1.0 |
—
|
-532 | -2.1% |
P
S
|
24,434 | $4,502,665 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.06% | 0.89% |
#17
6
Prev: #23
|
2.4 |
—
|
9,345 | 16.6% |
P
S
|
65,778 | $4,215,039 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.03% | 1.14% |
#18
1
Prev: #17
|
0.9 |
—
|
-508 | -5.6% |
P
S
|
8,510 | $4,077,992 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.01% | 1.14% |
#19
1
Prev: #18
|
0.9 |
—
|
-1,273 | -5.2% |
P
S
|
22,996 | $4,010,572 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.95% | 0.92% |
#20
2
Prev: #22
|
0.9 |
—
|
308 | 1.2% |
P
S
|
25,743 | $3,753,087 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 0.90% | 1.07% |
#21
1
Prev: #20
|
0.9 |
—
|
-11,658 | -12.6% |
P
S
|
80,514 | $3,578,827 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.82% | 0.85% |
#22
2
Prev: #24
|
0.8 |
—
|
-1,434 | -2.1% |
P
S
|
65,483 | $3,266,947 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IJH
ISHARES TR
|
ETF | 0.77% | 0.69% |
#23
4
Prev: #27
|
2.3 |
—
|
3,804 | 9.2% |
P
S
|
44,969 | $3,036,757 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.73% | 0.75% |
#24
2
Prev: #26
|
0.8 |
—
|
-753 | -2.3% |
P
S
|
31,727 | $2,907,496 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVW
ISHARES TR
|
Warrant | 0.73% | 0.80% |
#25
Prev: #25
|
0.8 |
—
|
-256 | -1.0% |
P
S
|
25,594 | $2,894,937 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.72% | 0.63% |
#26
2
Prev: #28
|
2.8 |
—
|
768 | 23.1% |
P
S
|
4,092 | $2,855,070 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.59% | 0.59% |
#27
2
Prev: #29
|
0.7 |
—
|
293 | 4.2% |
P
S
|
7,284 | $2,336,733 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEMG
ISHARES INC
|
ETF | 0.54% | 0.42% |
#28
8
Prev: #36
|
2.7 |
—
|
5,713 | 22.9% |
P
S
|
30,709 | $2,141,950 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MUB
ISHARES TR
|
ETF | 0.51% | 0.55% |
#29
1
Prev: #30
|
0.7 |
—
|
-1,349 | -6.7% |
P
S
|
18,927 | $2,009,101 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IUSB
ISHARES TR
|
ETF | 0.46% | 0.46% |
#30
3
Prev: #33
|
0.7 |
—
|
75 | 0.2% |
P
S
|
39,105 | $1,806,260 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.44% | 0.47% |
#31
1
Prev: #32
|
0.7 |
—
|
-1,375 | -6.8% |
P
S
|
18,710 | $1,753,863 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LQD
ISHARES TR
|
ETF | 0.42% | 2.85% |
#32
24
Prev: #8
|
0.2 |
—
|
-87,219 | -85.1% |
P
S
|
15,285 | $1,665,955 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.42% | 0.45% |
#33
1
Prev: #34
|
0.7 |
—
|
270 | 3.5% |
P
S
|
7,913 | $1,648,117 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.38% | 0.41% |
#34
3
Prev: #37
|
0.7 |
—
|
-46 | -1.8% |
P
S
|
2,542 | $1,518,972 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.37% | 0.50% |
#35
4
Prev: #31
|
0.6 |
—
|
-1,029 | -17.8% |
P
S
|
4,750 | $1,470,270 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.37% | 0.43% |
#36
1
Prev: #35
|
0.6 |
—
|
-872 | -7.4% |
P
S
|
10,964 | $1,457,173 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.35% | 3.29% |
#37
30
Prev: #7
|
0.1 |
—
|
-217,127 | -89.4% |
P
S
|
25,777 | $1,393,271 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QUAL
ISHARES TR
|
ETF | 0.34% | 0.34% |
#38
1
Prev: #39
|
0.6 |
—
|
308 | 4.5% |
P
S
|
7,125 | $1,366,636 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.32% | 0.20% |
#39
12
Prev: #51
|
2.1 |
—
|
2,569 | 14.3% |
P
S
|
20,590 | $1,261,344 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.29% | 0.31% |
#40
Prev: #40
|
0.6 |
—
|
77 | 3.1% |
P
S
|
2,586 | $1,129,630 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.28% | 0.35% |
#41
3
Prev: #38
|
0.6 |
—
|
-551 | -12.4% |
P
S
|
3,884 | $1,116,857 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.27% | 0.25% |
#42
Prev: #42
|
2.1 |
—
|
828 | 16.3% |
P
S
|
5,912 | $1,063,157 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.24% | 0.24% |
#43
Prev: #43
|
2.1 |
—
|
378 | 6.1% |
P
S
|
6,539 | $958,708 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.24% | 0.22% |
#44
3
Prev: #47
|
2.1 |
—
|
1,018 | 9.0% |
P
S
|
12,365 | $953,465 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 0.24% | 0.27% |
#45
4
Prev: #41
|
0.6 |
—
|
-237 | -6.0% |
P
S
|
3,686 | $935,463 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 0.23% | 0.18% |
#46
8
Prev: #54
|
2.6 |
—
|
1,899 | 26.3% |
P
S
|
9,113 | $912,806 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.22% | 0.21% |
#47
1
Prev: #48
|
0.6 |
—
|
49 | 1.2% |
P
S
|
4,027 | $874,809 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.21% | 0.23% |
#48
3
Prev: #45
|
0.6 |
—
|
1 | 0.0% |
P
S
|
2,905 | $833,190 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.21% | 0.24% |
#49
5
Prev: #44
|
2.1 |
—
|
126 | 6.0% |
P
S
|
2,220 | $825,156 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IYF
ISHARES TR
|
ETF | 0.20% | 0.16% |
#50
11
Prev: #61
|
2.6 |
—
|
1,915 | 39.3% |
P
S
|
6,786 | $798,441 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 98 holdings