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LPWM LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $457,898,782
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW · 92206C680 · shares: $88,863,198
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $68,124,688
- ISHARES TR · RUS MDCP VAL ETF · 464287473 · shares: $34,561,530
- J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF · 46641Q837 · shares: $27,325,612
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $22,545,464
- SPDR INDEX SHS FDS · ST PORT MARK ETF · 78463X509 · shares: $20,146,907
- VANGUARD MALVERN FDS · STRM INFPROIDX · 922020805 · shares: $17,917,086
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $12,166,021
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $10,354,815
- SPDR SERIES TRUST · ST STR SP600SM C · 78464A300 · shares: $10,250,413
Reported holdings
101 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,329 shares | $200,493 |