§ 13F · FUND PROFILE
LPWM LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $342.8T (13F)Positions · 83Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$396.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 660K | $80.3T | 20.3% | NEW |
| 2 | IVE | ISHARES TR | 329K | $69.9T | 17.6% | NEW |
| 3 | IWS | ISHARES TR | 232K | $32.7T | 8.2% | NEW |
| 4 | IEFA | ISHARES TR | 196K | $17.6T | 4.4% | NEW |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 322K | $16.3T | 4.1% | NEW |
| 6 | VTIP | VANGUARD MALVERN FDS | 276K | $13.6T | 3.4% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 243K | $13.1T | 3.3% | NEW |
| 8 | LQD | ISHARES TR | 103K | $11.3T | 2.8% | NEW |
| 9 | IWM | ISHARES TR | 40K | $9.8T | 2.5% | NEW |
| 10 | SLYV | SPDR SERIES TRUST | 101K | $9.2T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LPWM SIGNAL
AC read
LPWM LLC is a Other fund managing $342831.6 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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