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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWS ISHARES TR 216,410.0 $35.6M 7.90% -10K -4.5% $164.60 +4.6%
2 IVE ISHARES TR 54,315.0 $12.3M 2.74% -278K -83.6% $227.06 +4.8%
3 IWM ISHARES TR 36,932.0 $11.1M 2.46% -645.0 -1.7% $300.45 -0.5%
4 VNQ VANGUARD INDEX FDS 65,210.0 $6.3M 1.40% -435.0 -0.7% $96.43 +2.3%
5 VOE VANGUARD INDEX FDS 24,226.0 $4.8M 1.06% -208.0 -0.8% $197.60 +6.0%
6 NVDA NVIDIA CORPORATION Technology 22,753.0 $4.6M 1.01% -243.0 -1.1% $200.09 +4.8%
7 BERKSHIRE HATHAWAY INC DEL 8,005.0 $4.0M 0.89% -505.0 -5.9% $500.39
8 BIL SPDR SERIES TRUST 30,932.0 $2.8M 0.63% -795.0 -2.5% $91.64 -0.0%
9 MUB ISHARES TR 18,758.0 $2.0M 0.45% -169.0 -0.9% $107.62 -2.0%
10 AMZN AMAZON COM INC Consumer Cyclical 7,809.0 $1.9M 0.41% -104.0 -1.3% $238.35 +9.2%
11 QUAL ISHARES TR 6,961.0 $1.5M 0.34% -164.0 -2.3% $219.44 +2.0%
12 GOOGL ALPHABET INC Communication Services 3,422.0 $1.2M 0.27% -462.0 -11.9% $357.32 -4.3%
13 AAPL APPLE INC Technology 3,557.0 $1.0M 0.23% -129.0 -3.5% $289.33 +8.3%
14 XLV SELECT SECTOR SPDR TR 6,421.0 $1.0M 0.23% -118.0 -1.8% $158.67 +9.4%
15 GOOG ALPHABET INC 2,877.0 $1.0M 0.23% -28.0 -1.0% $353.27
16 VV VANGUARD INDEX FDS 2,476.0 $852K 0.19% -50.0 -2.0% $343.91 +2.6%
17 VHT VANGUARD WORLD FD 2,795.0 $836K 0.18% -100.0 -3.5% $299.01 +9.1%
18 QQQ INVESCO QQQ TR Financial Services 1,120.0 $825K 0.18% -45.0 -3.9% $736.30 -3.4%
19 VXF VANGUARD INDEX FDS 3,315.0 $816K 0.18% -20.0 -0.6% $246.21 -0.8%
20 ICVT ISHARES TR 6,189.0 $753K 0.17% -529.0 -7.9% $121.74 -5.1%
Page 1 of 2  ·  26 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%