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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 1 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONG VANGUARD SCOTTSDALE FDS 660,553.0 $72.5M 18.28% $109.69 +17.9%
2 IVE ISHARES TR 331,900.0 $70.1M 17.68% +2K +0.8% $211.15 +7.9%
3 IWS ISHARES TR 226,691.0 $33.0M 8.34% -5K -2.1% $145.74 +9.9%
4 J P MORGAN EXCHANGE TRADED F 509,362.0 $25.8M 6.50% +187K +58.2% $50.61
5 IEFA ISHARES TR 213,995.0 $19.4M 4.89% +18K +9.1% $90.53 +8.6%
6 SPEM SPDR INDEX SHS FDS 380,104.0 $17.8M 4.50% NEW $46.91 +11.9%
7 VTIP VANGUARD MALVERN FDS 305,716.0 $15.3M 3.85% +30K +10.8% $49.95 +0.7%
8 SLYV SPDR SERIES TRUST 100,823.0 $9.5M 2.41% $94.58 +10.6%
9 IWM ISHARES TR 37,577.0 $9.3M 2.35% -2K -5.9% $248.00 +17.1%
10 VTV VANGUARD INDEX FDS 40,973.0 $8.0M 2.03% +4K +11.4% $196.20 +8.1%
11 AGG ISHARES TR 59,613.0 $5.9M 1.49% +21K +53.1% $99.27 -0.6%
12 VNQ VANGUARD INDEX FDS 65,645.0 $5.8M 1.47% -794.0 -1.2% $88.70 +9.6%
13 IWR ISHARES TR 49,482.0 $4.8M 1.21% +335.0 +0.7% $97.23 +9.9%
14 VONE VANGUARD SCOTTSDALE FDS 16,174.0 $4.8M 1.20% +122.0 +0.8% $295.12 +14.8%
15 JMST J P MORGAN EXCHANGE TRADED F 89,453.0 $4.6M 1.15% -3K -2.8% $50.98 -0.1%
16 VOE VANGUARD INDEX FDS 24,434.0 $4.5M 1.14% -532.0 -2.1% $184.28 +5.9%
17 VEA VANGUARD TAX-MANAGED FDS 65,778.0 $4.2M 1.06% +9K +16.6% $64.08 +12.0%
18 BERKSHIRE HATHAWAY INC DEL 8,510.0 $4.1M 1.03% -508.0 -5.6% $479.20
19 NVDA NVIDIA CORPORATION Technology 22,996.0 $4.0M 1.01% -1K -5.2% $174.40 +23.2%
20 VSS VANGUARD INTL EQUITY INDEX F 25,743.0 $3.8M 0.95% +308.0 +1.2% $145.79 +11.3%
Page 1 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%