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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFLV	DIMENSIONAL ETF TRUST	—	8,508	$304K	0.08%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,434	$243K	0.06%	SOLD
3	SCHG	SCHWAB STRATEGIC TR	—	7,761	$226K	0.06%	SOLD

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%