LPWM LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 101 total positions held by the firm during the third quarter of 2026.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares Core U.S. Aggregate Bond ETF, which comprises 596,51 shares, and the iShares Core S&P 500 ETF, with 337 shares. The Vanguard Morningstar Large Cap Value ETF is also a significant holding, with 315,275 shares.
Among individual equities, NVIDIA Corporation is the largest position, with 22,411 shares. Other notable individual stock holdings include Apple Inc. with 3,595 shares, Berkshire Hathaway Inc. Class B with 7,718 shares, and Meta Platforms Inc. Class A with 693 shares. The filing indicates that all positions are held as sole voting power and sole dispositive power.
