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Portfolio (Quarterly) Guide ↗

LPWM LLC

· CIK 0001801101
13F Portfolio $396M AUM 94 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 41 Added 29 Reduced 4 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 12,365.0 $953K 0.24% +1K +9.0% $77.11 +11.7%
22 VTWO VANGUARD SCOTTSDALE FDS 9,113.0 $913K 0.23% +2K +26.3% $100.17 +17.2%
23 VBR VANGUARD INDEX FDS 4,027.0 $875K 0.22% +49.0 +1.2% $217.24 +8.3%
24 TSLA TESLA INC Consumer Cyclical 2,220.0 $825K 0.21% +126.0 +6.0% $371.69 +16.7%
25 IYF ISHARES TR 6,786.0 $798K 0.20% +2K +39.3% $117.66 +5.2%
26 VHT VANGUARD WORLD FD 2,895.0 $788K 0.20% +382.0 +15.2% $272.33 +1.8%
27 IJR ISHARES TR 5,692.0 $708K 0.18% +257.0 +4.7% $124.31 +12.3%
28 UNH UNITEDHEALTH GROUP INC Healthcare 2,576.0 $697K 0.18% +133.0 +5.4% $270.54 +39.3%
29 QQQ INVESCO QQQ TR Financial Services 1,165.0 $672K 0.17% +27.0 +2.4% $577.10 +26.5%
30 MSFT MICROSOFT CORP Technology 1,806.0 $669K 0.17% +31.0 +1.8% $370.20 +12.4%
31 VB VANGUARD INDEX FDS 2,523.0 $661K 0.17% +169.0 +7.2% $261.92 +11.8%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 910.0 $592K 0.15% +58.0 +6.8% $650.34 +15.4%
33 IWF ISHARES TR 1,251.0 $533K 0.14% +31.0 +2.5% $426.40 -70.5%
34 VCR VANGUARD WORLD FD 1,469.0 $527K 0.13% +427.0 +41.0% $359.03 +10.5%
35 PHO INVESCO EXCHANGE TRADED FD T 7,387.0 $494K 0.12% +1K +25.2% $66.86 -1.5%
36 CRWD CROWDSTRIKE HLDGS INC Technology 879.0 $343K 0.09% +162.0 +22.6% $390.41 +72.0%
37 ICLN ISHARES TR 18,309.0 $335K 0.08% +5K +35.9% $18.29 +25.4%
38 JPM JPMORGAN CHASE & CO Financial Services 1,128.0 $332K 0.08% +68.0 +6.4% $294.16 +4.3%
39 TIP ISHARES TR 2,861.0 $316K 0.08% +120.0 +4.4% $110.36 +0.4%
40 VEU VANGUARD INTL EQUITY INDEX F 3,802.0 $286K 0.07% +381.0 +11.1% $75.10 +12.0%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.2%
Consumer Cyclical 15.0%
Communication Services 14.2%
Financial Services 11.3%
Healthcare 4.2%
Industrials 3.2%
Basic Materials 1.9%
Energy 1.5%
Consumer Defensive 1.5%