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Portfolio (Quarterly) Guide ↗

LPWM LLC

· CIK 0001801101
13F Portfolio $396M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM PHILIP MORRIS INTL INC Consumer Defensive 1,500.0 $241K 0.06% NEW $160.40 +17.8%
82 VO VANGUARD INDEX FDS 816.0 $237K 0.06% NEW $290.22 -73.1%
83 IGV ISHARES TR 2,095.0 $221K 0.06% NEW $105.69 -11.1%
84 ICLN ISHARES TR 13,468.0 $221K 0.06% NEW $16.43 +36.4%
85 XLRE SELECT SECTOR SPDR TR 5,144.0 $208K 0.05% NEW $40.35 +10.4%
86 VT VANGUARD INTL EQUITY INDEX F 1,424.0 $201K 0.05% NEW $141.05 +10.3%
87 ENVX ENOVIX CORPORATION Industrials 15,910.0 $116K 0.03% NEW $7.31 -8.6%
Page 5 of 5  ·  87 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 49.3%
Communication Services 14.9%
Consumer Cyclical 14.6%
Financial Services 10.5%
Healthcare 4.4%
Industrials 3.4%
Basic Materials 1.7%
Consumer Defensive 1.3%