SEC Form 13F

LPWM LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$450,719,615
Positions98

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$87,221,988682,435
VANGUARD INDEX FDSVTVVALUE ETF$68,432,577314,012
ISHARES TRIWSRUS MDCP VAL ETF$35,621,013216,410
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$27,629,447546,360
ISHARES TRIEFACORE MSCI EAFE$21,889,312226,644
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$19,907,132384,456
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$18,044,102359,230
ISHARES TRIVES&P 500 VAL ETF$12,332,83054,315
ISHARES TRIWMRUSSELL 2000 ETF$11,096,32236,932
SPDR SERIES TRUSTSLYVST STR SP600SM C$11,054,127101,312

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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