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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 8,005.0 $4.0M 0.89% -505.0 -5.9% $500.39
22 VGT VANGUARD WORLD FD 32,672.0 $3.9M 0.87% +29K +698.4% $119.52 -1.3%
23 VTEB VANGUARD MUN BD FDS 75,350.0 $3.8M 0.85% +10K +15.1% $50.58 -2.1%
24 VNQI VANGUARD INTL EQUITY INDEX F 83,058.0 $3.7M 0.83% +3K +3.2% $44.85 +1.8%
25 IJH ISHARES TR 47,307.0 $3.6M 0.81% +2K +5.2% $77.11 -0.6%
26 BIL SPDR SERIES TRUST 30,932.0 $2.8M 0.63% -795.0 -2.5% $91.64 -0.0%
27 IEMG ISHARES INC 33,003.0 $2.7M 0.61% +2K +7.5% $82.84 -1.2%
28 VTI VANGUARD INDEX FDS 7,385.0 $2.7M 0.61% +101.0 +1.4% $370.02 +2.2%
29 VONV VANGUARD SCOTTSDALE FDS 20,916.0 $2.2M 0.49% +2K +11.8% $106.31 +6.6%
30 XLK SELECT SECTOR SPDR TR 10,988.0 $2.1M 0.46% $190.51 -4.0%
31 MUB ISHARES TR 18,758.0 $2.0M 0.45% -169.0 -0.9% $107.62 -2.0%
32 IUSB ISHARES TR 41,822.0 $1.9M 0.43% +3K +7.0% $46.15 -1.1%
33 LQD ISHARES TR 17,522.0 $1.9M 0.42% +2K +14.6% $109.07 -2.1%
34 AMZN AMAZON COM INC Consumer Cyclical 7,809.0 $1.9M 0.41% -104.0 -1.3% $238.35 +9.2%
35 AVGO BROADCOM INC Technology 4,750.0 $1.8M 0.40% $377.77 -5.9%
36 VOO VANGUARD INDEX FDS 2,589.0 $1.8M 0.40% +47.0 +1.9% $686.81 +2.5%
37 VWO VANGUARD INTL EQUITY INDEX F 28,913.0 $1.7M 0.38% +3K +12.2% $59.69 +1.6%
38 SGOV ISHARES TR 16,528.0 $1.7M 0.37% +11K +212.1% $100.67 -0.0%
39 QUAL ISHARES TR 6,961.0 $1.5M 0.34% -164.0 -2.3% $219.44 +2.0%
40 VUG VANGUARD INDEX FDS 15,823.0 $1.4M 0.30% +13K +511.9% $86.14 +1.5%
Page 2 of 5  ·  98 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%