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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 331,900.0 $70.1M 17.68% +2K +0.8% $211.15 +7.9%
2 J P MORGAN EXCHANGE TRADED F 509,362.0 $25.8M 6.50% +187K +58.2% $50.61
3 IEFA ISHARES TR 213,995.0 $19.4M 4.89% +18K +9.1% $90.53 +8.6%
4 VTIP VANGUARD MALVERN FDS 305,716.0 $15.3M 3.85% +30K +10.8% $49.95 +0.7%
5 VTV VANGUARD INDEX FDS 40,973.0 $8.0M 2.03% +4K +11.4% $196.20 +8.1%
6 AGG ISHARES TR 59,613.0 $5.9M 1.49% +21K +53.1% $99.27 -0.6%
7 IWR ISHARES TR 49,482.0 $4.8M 1.21% +335.0 +0.7% $97.23 +9.9%
8 VONE VANGUARD SCOTTSDALE FDS 16,174.0 $4.8M 1.20% +122.0 +0.8% $295.12 +14.8%
9 VEA VANGUARD TAX-MANAGED FDS 65,778.0 $4.2M 1.06% +9K +16.6% $64.08 +12.0%
10 VSS VANGUARD INTL EQUITY INDEX F 25,743.0 $3.8M 0.95% +308.0 +1.2% $145.79 +11.3%
11 IJH ISHARES TR 44,969.0 $3.0M 0.77% +4K +9.2% $67.53 +10.5%
12 VGT VANGUARD WORLD FD 4,092.0 $2.9M 0.72% +768.0 +23.1% $697.72 -83.1%
13 VTI VANGUARD INDEX FDS 7,284.0 $2.3M 0.59% +293.0 +4.2% $320.80 +15.2%
14 IEMG ISHARES INC 30,709.0 $2.1M 0.54% +6K +22.9% $69.75 +19.9%
15 AMZN AMAZON COM INC Consumer Cyclical 7,913.0 $1.6M 0.42% +270.0 +3.5% $208.28 +27.4%
16 QUAL ISHARES TR 7,125.0 $1.4M 0.34% +308.0 +4.5% $191.81 +12.5%
17 XLE SELECT SECTOR SPDR TR 20,590.0 $1.3M 0.32% +3K +14.3% $61.26 -5.5%
18 VUG VANGUARD INDEX FDS 2,586.0 $1.1M 0.28% +77.0 +3.1% $436.83 -79.8%
19 VOX VANGUARD WORLD FD 5,912.0 $1.1M 0.27% +828.0 +16.3% $179.83 +9.4%
20 XLV SELECT SECTOR SPDR TR 6,539.0 $959K 0.24% +378.0 +6.1% $146.61 +1.3%
Page 1 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%