§ 13F · FUND PROFILE
LPWM LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $343M (13F)Positions · 83Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 661K | $72M | 18.3% | ±0% |
| 2 | IVE | ISHARES TR | 332K | $70M | 17.7% | +1% |
| 3 | IWS | ISHARES TR | 227K | $33M | 8.3% | −2% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 509K | $26M | 6.5% | +58% |
| 5 | IEFA | ISHARES TR | 214K | $19M | 4.9% | +9% |
| 6 | SPEM | SPDR INDEX SHS FDS | 380K | $18M | 4.5% | NEW |
| 7 | VTIP | VANGUARD MALVERN FDS | 306K | $15M | 3.9% | +11% |
| 8 | SLYV | SPDR SERIES TRUST | 101K | $10M | 2.4% | ±0% |
| 9 | IWM | ISHARES TR | 38K | $9M | 2.4% | −6% |
| 10 | VTV | VANGUARD INDEX FDS | 41K | $8M | 2.0% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LPWM SIGNAL
AC read
LPWM LLC is a Other fund managing $343 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed