LPWM LLC - Portfolio overview

LPWM LLC has 97 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VONG - VANGUARD SCOTTSDALE FDS, 18.25%
2. IVE - ISHARES TR, 17.65%
3. IWS - ISHARES TR, 8.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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