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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 2,589.0 $1.8M 0.40% +47.0 +1.9% $686.81 +2.5%
22 VWO VANGUARD INTL EQUITY INDEX F 28,913.0 $1.7M 0.38% +3K +12.2% $59.69 +1.6%
23 SGOV ISHARES TR 16,528.0 $1.7M 0.37% +11K +212.1% $100.67 -0.0%
24 VUG VANGUARD INDEX FDS 15,823.0 $1.4M 0.30% +13K +511.9% $86.14 +1.5%
25 VTWO VANGUARD SCOTTSDALE FDS 10,326.0 $1.3M 0.28% +1K +13.3% $121.42 -0.5%
26 VXUS VANGUARD STAR FDS 13,545.0 $1.2M 0.26% +1K +9.5% $85.49 +2.7%
27 TSLA TESLA INC Consumer Cyclical 2,559.0 $1.1M 0.24% +339.0 +15.3% $420.54 -17.8%
28 VB VANGUARD INDEX FDS 2,982.0 $904K 0.20% +459.0 +18.2% $303.12 +0.3%
29 MSFT MICROSOFT CORP Technology 2,239.0 $835K 0.18% +433.0 +24.0% $373.04 +33.1%
30 EMXC ISHARES INC 8,070.0 $826K 0.18% +883.0 +12.3% $102.31 -4.0%
31 IWF ISHARES TR 5,291.0 $657K 0.15% +4K +322.9% $124.17 -1.9%
32 BLDX IMPAX FUNDS SERIES TRUST I 12,689.0 $331K 0.07% +80.0 +0.6% $26.06 +0.6%
33 VEU VANGUARD INTL EQUITY INDEX F 3,834.0 $321K 0.07% +32.0 +0.8% $83.76 +2.4%
34 V VISA INC Financial Services 920.0 $316K 0.07% +23.0 +2.6% $342.97 +11.9%
35 SCZ ISHARES TR 3,489.0 $287K 0.06% +173.0 +5.2% $82.27 +5.9%
36 IXUS ISHARES TR 2,987.0 $285K 0.06% +675.0 +29.2% $95.44 +2.7%
37 VT VANGUARD INTL EQUITY INDEX F 1,506.0 $236K 0.05% +48.0 +3.3% $156.95 +2.5%
Page 2 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%