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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPEM SPDR INDEX SHS FDS 380,104.0 $17.8M 4.50% NEW $46.91 +11.9%
2 BLDX IMPAX FUNDS SERIES TRUST I 12,609.0 $323K 0.08% NEW $25.65 +4.4%
3 DFLV DIMENSIONAL ETF TRUST 8,508.0 $304K 0.08% NEW $35.71 +9.3%
4 KWEB KRANESHARES TRUST 9,684.0 $275K 0.07% NEW $28.43 -4.1%
5 SUB ISHARES TR 2,501.0 $266K 0.07% NEW $106.50 -0.1%
6 XOM EXXON MOBIL CORP Energy 1,434.0 $243K 0.06% NEW $169.63 -11.7%
7 IEZ ISHARES TR 7,903.0 $229K 0.06% NEW $28.95 +10.3%
8 SCHG SCHWAB STRATEGIC TR 7,761.0 $226K 0.06% NEW $29.13 +18.6%
9 IVV ISHARES TR 337.0 $220K 0.06% NEW $653.47 +15.4%
10 XLP SELECT SECTOR SPDR TR 2,548.0 $209K 0.05% NEW $81.98 +2.0%
11 IXUS ISHARES TR 2,312.0 $200K 0.05% NEW $86.64 +11.8%

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%