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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWB ISHARES TR 1,633.0 $669K 0.15% -165.0 -9.2% $409.50 +2.5%
22 ITOT ISHARES TR 3,509.0 $576K 0.13% -80.0 -2.2% $164.29 +2.2%
23 MMM 3M CO Industrials 2,689.0 $435K 0.10% -360.0 -11.8% $161.88 +11.2%
24 JPM JPMORGAN CHASE & CO Financial Services 1,117.0 $366K 0.08% -11.0 -1.0% $327.33 +8.9%
25 TIP ISHARES TR 2,840.0 $311K 0.07% -21.0 -0.7% $109.43 -1.8%
26 EELV INVESCO EXCH TRADED FD TR II 9,918.0 $276K 0.06% -2K -14.0% $27.80 +4.1%
Page 2 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%