§ 13F · FUND PROFILE
LPWM LLC.
AUM · $451M (13F)Positions · 98Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 682K | $87M | 19.4% | +3% |
| 2 | VTV | VANGUARD INDEX FDS | 314K | $68M | 15.2% | +666% |
| 3 | IWS | ISHARES TR | 216K | $36M | 7.9% | −5% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 546K | $28M | 6.1% | +7% |
| 5 | IEFA | ISHARES TR | 227K | $22M | 4.9% | +6% |
| 6 | SPEM | SPDR INDEX SHS FDS | 384K | $20M | 4.4% | +1% |
| 7 | VTIP | VANGUARD MALVERN FDS | 359K | $18M | 4.0% | +18% |
| 8 | IVE | ISHARES TR | 54K | $12M | 2.7% | −84% |
| 9 | IWM | ISHARES TR | 37K | $11M | 2.5% | −2% |
| 10 | SLYV | SPDR SERIES TRUST | 101K | $11M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LPWM SIGNAL
AC read
LPWM LLC is a Other fund managing $451 million in assets. The fund runs a portfolio of 98 positions.
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