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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 920.0 $316K 0.07% +23.0 +2.6% $342.97 +11.9%
82 TIP ISHARES TR 2,840.0 $311K 0.07% -21.0 -0.7% $109.43 -1.8%
83 SCZ ISHARES TR 3,489.0 $287K 0.06% +173.0 +5.2% $82.27 +5.9%
84 IXUS ISHARES TR 2,987.0 $285K 0.06% +675.0 +29.2% $95.44 +2.7%
85 EELV INVESCO EXCH TRADED FD TR II 9,918.0 $276K 0.06% -2K -14.0% $27.80 +4.1%
86 PM PHILIP MORRIS INTL INC Consumer Defensive 1,500.0 $271K 0.06% $180.91 +7.3%
87 UBER UBER TECHNOLOGIES INC Technology 3,711.0 $268K 0.06% NEW $72.16 +8.8%
88 SUB ISHARES TR 2,501.0 $266K 0.06% $106.47 -0.1%
89 IVV ISHARES TR 337.0 $253K 0.06% $749.31 +2.7%
90 KWEB KRANESHARES TRUST 9,684.0 $237K 0.05% $24.47 +7.4%
91 VT VANGUARD INTL EQUITY INDEX F 1,506.0 $236K 0.05% +48.0 +3.3% $156.95 +2.5%
92 XLC SELECT SECTOR SPDR TR 2,092.0 $224K 0.05% $107.13 +5.1%
93 IEZ ISHARES TR 7,903.0 $213K 0.05% $26.90 +8.0%
94 XLP SELECT SECTOR SPDR TR 2,548.0 $212K 0.05% $83.07 +3.9%
95 VYM VANGUARD WHITEHALL FDS 1,320.0 $209K 0.05% NEW $158.03 +4.4%
96 STIP ISHARES TR 2,004.0 $205K 0.04% NEW $102.16 -1.2%
97 SMH VANECK ETF TRUST 306.0 $201K 0.04% NEW $655.89 -15.3%
98 ENVX ENOVIX CORPORATION Industrials 15,910.0 $97K 0.02% $6.07 -44.0%
Page 5 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%