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Portfolio (Quarterly) Guide ↗

LPWM LLC

· CIK 0001801101
13F Portfolio $451M AUM 98 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 37 Added 26 Reduced 3 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONG VANGUARD SCOTTSDALE FDS 682,435.0 $87.2M 19.35% +22K +3.3% $127.81 -1.9%
2 VTV VANGUARD INDEX FDS 314,012.0 $68.4M 15.18% +273K +666.4% $217.93 +4.1%
3 J P MORGAN EXCHANGE TRADED F 546,360.0 $27.6M 6.13% +37K +7.3% $50.57
4 IEFA ISHARES TR 226,644.0 $21.9M 4.86% +13K +5.9% $96.58 +4.5%
5 SPEM SPDR INDEX SHS FDS 384,456.0 $19.9M 4.42% +4K +1.1% $51.78 +1.7%
6 VTIP VANGUARD MALVERN FDS 359,230.0 $18.0M 4.00% +54K +17.5% $50.23 -0.8%
7 IVW ISHARES TR 44,192.0 $6.1M 1.35% +19K +72.7% $137.53 +0.8%
8 AGG ISHARES TR 60,164.0 $6.0M 1.32% +551.0 +0.9% $98.98 -1.1%
9 JMST J P MORGAN EXCHANGE TRADED F 112,326.0 $5.7M 1.27% +23K +25.6% $51.00 -0.1%
10 VONE VANGUARD SCOTTSDALE FDS 16,780.0 $5.7M 1.26% +606.0 +3.8% $338.72 +2.5%
11 VSS VANGUARD INTL EQUITY INDEX F 26,742.0 $4.1M 0.92% +999.0 +3.9% $154.29 +4.0%
12 VGT VANGUARD WORLD FD 32,672.0 $3.9M 0.87% +29K +698.4% $119.52 -1.3%
13 VTEB VANGUARD MUN BD FDS 75,350.0 $3.8M 0.85% +10K +15.1% $50.58 -2.1%
14 VNQI VANGUARD INTL EQUITY INDEX F 83,058.0 $3.7M 0.83% +3K +3.2% $44.85 +1.8%
15 IJH ISHARES TR 47,307.0 $3.6M 0.81% +2K +5.2% $77.11 -0.6%
16 IEMG ISHARES INC 33,003.0 $2.7M 0.61% +2K +7.5% $82.84 -1.2%
17 VTI VANGUARD INDEX FDS 7,385.0 $2.7M 0.61% +101.0 +1.4% $370.02 +2.2%
18 VONV VANGUARD SCOTTSDALE FDS 20,916.0 $2.2M 0.49% +2K +11.8% $106.31 +6.6%
19 IUSB ISHARES TR 41,822.0 $1.9M 0.43% +3K +7.0% $46.15 -1.1%
20 LQD ISHARES TR 17,522.0 $1.9M 0.42% +2K +14.6% $109.07 -2.1%
Page 1 of 2  ·  37 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 52.6%
Consumer Cyclical 17.7%
Financial Services 10.8%
Communication Services 8.0%
Healthcare 5.3%
Industrials 2.6%
Basic Materials 1.6%
Consumer Defensive 1.3%