Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $172 Million
  • Q4 2025

Gpwm LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $172 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $21.3M, Vanguard Bd Index Fd Inc Total with a value of $20.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $20.3M, Vanguard Large Cap ETF with a value of $20M, and Vanguard Small Cap ETF with a value of $14.1M.

Examining the 13F form we can see an increase of $7.56M in the current position value, from $164M to 172M.

Below you can find more details about Gpwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $172 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $172 Million
  • Prior Value $164 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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