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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 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQI VANGUARD INTL EQUITY INDEX F 80,514.0 $3.6M 0.90% -12K -12.7% $44.45 +3.4%
22 VTEB VANGUARD MUN BD FDS 65,483.0 $3.3M 0.82% -1K -2.1% $49.89 +0.4%
23 IJH ISHARES TR 44,969.0 $3.0M 0.77% +4K +9.2% $67.53 +10.5%
24 BIL SPDR SERIES TRUST 31,727.0 $2.9M 0.73% -753.0 -2.3% $91.64 -0.0%
25 IVW ISHARES TR 25,594.0 $2.9M 0.73% -256.0 -1.0% $113.11 +22.3%
26 VGT VANGUARD WORLD FD 4,092.0 $2.9M 0.72% +768.0 +23.1% $697.72 -83.1%
27 VTI VANGUARD INDEX FDS 7,284.0 $2.3M 0.59% +293.0 +4.2% $320.80 +15.2%
28 IEMG ISHARES INC 30,709.0 $2.1M 0.54% +6K +22.9% $69.75 +19.9%
29 MUB ISHARES TR 18,927.0 $2.0M 0.51% -1K -6.7% $106.15 +0.5%
30 IUSB ISHARES TR 39,105.0 $1.8M 0.46% $46.19 -0.4%
31 VONV VANGUARD SCOTTSDALE FDS 18,710.0 $1.8M 0.44% -1K -6.8% $93.74 +11.6%
32 LQD ISHARES TR 15,285.0 $1.7M 0.42% -87K -85.1% $108.99 -0.2%
33 AMZN AMAZON COM INC Consumer Cyclical 7,913.0 $1.6M 0.42% +270.0 +3.5% $208.28 +27.4%
34 VOO VANGUARD INDEX FDS 2,542.0 $1.5M 0.38% -46.0 -1.8% $597.55 +15.5%
35 AVGO BROADCOM INC Technology 4,750.0 $1.5M 0.37% -1K -17.8% $309.53 +36.3%
36 XLK SELECT SECTOR SPDR TR 10,964.0 $1.5M 0.37% -872.0 -7.4% $132.91 +39.4%
37 VWO VANGUARD INTL EQUITY INDEX F 25,777.0 $1.4M 0.35% -217K -89.4% $54.05 +11.4%
38 QUAL ISHARES TR 7,125.0 $1.4M 0.34% +308.0 +4.5% $191.81 +12.5%
39 XLE SELECT SECTOR SPDR TR 20,590.0 $1.3M 0.32% +3K +14.3% $61.26 -5.5%
40 VUG VANGUARD INDEX FDS 2,586.0 $1.1M 0.28% +77.0 +3.1% $436.83 -79.8%
Page 2 of 5  ·  94 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%