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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
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KWEB KRANESHARES TRUST 9,684.0 $275K 0.07% NEW $28.43 -4.1%
82 V VISA INC Financial Services 897.0 $271K 0.07% $302.13 +8.1%
83 SUB ISHARES TR 2,501.0 $266K 0.07% NEW $106.50 -0.1%
84 SCZ ISHARES TR 3,316.0 $260K 0.07% $78.41 +10.2%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 1,500.0 $248K 0.06% $165.34 +9.8%
86 XOM EXXON MOBIL CORP Energy 1,434.0 $243K 0.06% NEW $169.63 -8.7%
87 XLC SELECT SECTOR SPDR TR 2,086.0 $231K 0.06% -988.0 -32.1% $110.86 +4.2%
88 IEZ ISHARES TR 7,903.0 $229K 0.06% NEW $28.95 +10.3%
89 SCHG SCHWAB STRATEGIC TR 7,761.0 $226K 0.06% NEW $29.13 +18.7%
90 IVV ISHARES TR 337.0 $220K 0.06% NEW $653.47 +15.4%
91 XLP SELECT SECTOR SPDR TR 2,548.0 $209K 0.05% NEW $81.98 +2.0%
92 VT VANGUARD INTL EQUITY INDEX F 1,458.0 $202K 0.05% +34.0 +2.4% $138.33 +13.8%
93 IXUS ISHARES TR 2,312.0 $200K 0.05% NEW $86.64 +11.8%
94 ENVX ENOVIX CORPORATION Industrials 15,910.0 $82K 0.02% $5.18 +40.0%
Page 5 of 5  ·  94 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 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%