Lpwm LLC — Q2 2025 13F Holdings

Name: Lpwm LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001801101

Total reported value

$450.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VONG	Vanguard Russell 1000 Growth	ETF-Other	20.07%	+1.07%	+3.26%
2	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	17.54%	-14.94%	+4.49%
3	IWS	Ishares Russell Mid-cap Valu	ETF-Other	8.54%	-0.44%	+4.57%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	5.24%	-0.37%	+11.13%
5	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.50%	-0.03%	-4.37%
6	VTIP	Vanguard Short-term Tips	ETF-Other	3.77%	+0.15%	+0.35%
7	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.29%	+0.03%	+56.71%
8	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	3.14%	—	-1.75%
9	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	2.26%	+0.04%	+13.09%
10	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.20%	+0.11%	+9.54%
11	VNQ	Vanguard Real Estate ETF	ETF-Other	1.64%	-0.07%	+1.99%
12	VTV	Vanguard Value ETF	ETF-Other	1.63%	+13.15%	+4.41%
13	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.35%	—	+3.21%
14	EELV	Invesco S&p Emerging Markets	ETF-Emerging Markets	1.32%	—	-3.78%
15	NVDA	Nvidia CORP	Stock-Tech	1.29%	—	-1.20%
16	VONE	Vanguard Russell 1000	ETF-Other	1.28%	+0.06%	-1.41%
17	JMST	JPM Ultra-short Muni Income	ETF-Other	1.21%	+0.12%	+13.23%
18	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	1.19%	—	-8.89%
19	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.12%	—	-0.52%
20	VOE	Vanguard Mid-cap Value ETF	ETF-Other	1.03%	-0.08%	+0.42%
21	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.96%	-0.03%	-8.19%
22	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.94%	—	-2.03%
23	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.91%	+0.03%	+306.08%
24	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.87%	-0.02%	+0.15%
25	MUB	Ishares National Muni Bond E	ETF-Other	0.70%	—	-55.48%
26	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.61%	+0.62%	-2.32%
27	VGT	Vanguard Info Tech ETF	ETF-Tech	0.61%	+0.15%	-0.54%
28	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.59%	+0.02%	-0.42%
29	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.54%	—	+37.73%
30	VONV	Vanguard Russell 1000 Value	ETF-Other	0.50%	+0.05%	-0.43%
31	AVGO	Broadcom INC	Stock-Tech	0.44%	+0.03%	+0.07%
32	AMZN	Amazon.com INC	Stock-Consumer Disc	0.43%	-0.01%	+1.78%
33	XLK	Ss Technology Select Sector	ETF-Tech	0.42%	+0.09%	-0.73%
34	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.40%	+0.01%	+0.33%
35	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.38%	+0.07%	+1.57%
36	VUG	Vanguard Growth ETF	ETF-Other	0.37%	+0.02%	+4.16%
37	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.33%	—	-0.03%
38	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.32%	—	+109.57%
39	VOX	Vanguard Communication Servi	ETF-Other	0.26%	—	+0.06%
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.26%	+0.04%	+33.71%
41	AAPL	Apple INC	Stock-Tech	0.24%	—	-3.60%
42	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.23%	—	+0.02%
43	VV	Vanguard Large-cap ETF	ETF-Other	0.21%	—	—
44	XLE	Ss Energy Select Sector	ETF-Other	0.21%	—	+32.46%
45	VHT	Vanguard Health Care ETF	ETF-Other	0.21%	—	-8.29%
46	UNH	Unitedhealth Group INC	Stock-Healthcare	0.20%	+0.06%	-14.65%
47	XLV	Ss Health Care Select Sector	ETF-Other	0.20%	—	+1.89%
48	VXF	Vanguard Extended Market ETF	ETF-Other	0.20%	—	—
49	MSFT	Microsoft CORP	Stock-Tech	0.19%	—	—
50	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.18%	—	—

1–50 of 83

Holding changes this quarter

Position changes disclosed by Lpwm LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VONG	Vanguard Russell 1000 Growth	+1.8%	+3.26%	Add
2	VWO	Vanguard Ftse Emerging Marke	+1.2%	+56.71%	Add
3	VTEB	Vanguard Tax-exempt Bond ETF	+0.7%	+306.08%	Add
4	NVDA	Nvidia CORP	+0.3%	-1.20%	Trim
5	IWM	Ishares Russell 2000 ETF	+0.2%	+9.54%	Add
6	AVGO	Broadcom INC	+0.2%	+0.07%	Add
7	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+0.2%	+109.57%	Add
8	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.1%	+37.73%	Add
9	AXP	American Express Co	+0.1%	NEW	New buy
10	SLYV	Ss Spdr S&p 600 Sc Val ETF	+0.1%	+13.09%	Add
11	IGV	Ishares Expanded Tech-softwa	+0.1%	NEW	New buy
12	VGT	Vanguard Info Tech ETF	+0.1%	-0.54%	Trim
13	IJH	Ishares Core S&p Midcap ETF	+0.1%	+33.71%	Add
14	VO	Vanguard Mid-cap ETF	+0.1%	NEW	New buy
15	JPST	Jpmorgan Ultra-short Income	0%	+11.13%	Add
16	XLK	Ss Technology Select Sector	0%	-0.73%	Trim
17	VUG	Vanguard Growth ETF	0%	+4.16%	Add
18	JMST	JPM Ultra-short Muni Income	0%	+13.23%	Add
19	IVW	Ishares S&p 500 Growth ETF	0%	-2.32%	Trim
20	AMZN	Amazon.com INC	0%	+1.78%	Add
21	MSFT	Microsoft CORP	0%	—	Unchanged
22	MMM	3m Co	0%	+41.73%	Add
23	VBR	Vanguard Small-cap Value ETF	0%	+46.74%	Add
24	XLE	Ss Energy Select Sector	0%	+32.46%	Add
25	IWB	Ishares Russell 1000 ETF	0%	+10.10%	Add
26	VEA	Vanguard Ftse Developed ETF	0%	+0.15%	Add
27	IEMG	Ishares Core Msci Emerging	0%	+1.57%	Add
28	VOX	Vanguard Communication Servi	0%	+0.06%	Add
29	VOO	Vanguard S&p 500 ETF	—	+0.33%	Add
30	VONE	Vanguard Russell 1000	0%	-1.41%	Trim
31	VTI	Vanguard Total Stock Mkt ETF	0%	-0.42%	Trim
32	IWR	Ishares Russell Mid-cap ETF	0%	-0.52%	Trim
33	VSS	Vanguard Ftse All Wo X-us Sc	0%	-8.19%	Trim
34	VTV	Vanguard Value ETF	-0.1%	+4.41%	Add
35	VHT	Vanguard Health Care ETF	-0.1%	-8.29%	Trim
36	AAPL	Apple INC	-0.1%	-3.60%	Trim
37	IWS	Ishares Russell Mid-cap Valu	-0.1%	+4.57%	Add
38	FCX	Freeport-mcmoran INC	-0.1%	EXIT	Sold out
39	VT	Vanguard Tot World Stk ETF	-0.1%	EXIT	Sold out
40	IYE	Ishares U.s. Energy ETF	-0.1%	EXIT	Sold out
41	VNQI	Vanguard Glbl Ex-us Real Est	-0.1%	-8.89%	Trim
42	COR	Cencora INC	-0.1%	EXIT	Sold out
43	EELV	Invesco S&p Emerging Markets	-0.1%	-3.78%	Trim
44	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-4.37%	Trim
45	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	+3.21%	Add
46	UNH	Unitedhealth Group INC	-0.2%	-14.65%	Trim
47	VTIP	Vanguard Short-term Tips	-0.4%	+0.35%	Add
48	IVE	Ishares S&p 500 Value ETF	-0.5%	+4.49%	Add
49	MUB	Ishares National Muni Bond E	-1%	-55.48%	Trim
50	EMXC	Ishares Msci Emr Mrk Ex Chna	-1.2%	-89.25%	Trim