Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $164 Million
  • Q3 2025

Gpwm LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $20.9M, Vanguard Ftse Developed Market with a value of $20.1M, Vanguard Mun Bd Fds Tax Exempt with a value of $19.2M, Vanguard Large Cap ETF with a value of $18.8M, and Vanguard Small Cap ETF with a value of $13.7M.

Examining the 13F form we can see an increase of $7.22M in the current position value, from $157M to 164M.

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

Portfolio value $164 Million
ETFs: $164 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $164 Million
  • Prior Value $157 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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