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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CENCORA INC	—	2,063	$697K	0.18%	SOLD
2	VO	VANGUARD INDEX FDS	—	816	$237K	0.06%	SOLD
3	IGV	ISHARES TR	—	2,095	$221K	0.06%	SOLD
4	XLRE	SELECT SECTOR SPDR TR	—	5,144	$208K	0.05%	SOLD

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%