LPWM LLC
CIK: 0001801101SEC EDGAR →
Portfolio Value
$396.4M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 659,713 | $80.3M | 20.26% |
| 2 | ISHARES TR | 329,407 | $69.9M | 17.62% |
| 3 | ISHARES TR | 231,561 | $32.7M | 8.24% |
| 4 | ISHARES TR | 196,192 | $17.6M | 4.43% |
| 5 | J P MORGAN EXCHANGE TRADED F | 321,899 | $16.3M | 4.11% |
| 6 | VANGUARD MALVERN FDS | 275,811 | $13.6M | 3.44% |
| 7 | VANGUARD INTL EQUITY INDEX F | 242,904 | $13.1M | 3.29% |
| 8 | ISHARES TR | 102,504 | $11.3M | 2.85% |
| 9 | ISHARES TR | 39,923 | $9.8M | 2.48% |
| 10 | SPDR SERIES TRUST | 100,943 | $9.2M | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$80.3M · 660K shares
$69.9M · 329K shares
$32.7M · 232K shares
$17.6M · 196K shares
$16.3M · 322K shares
$13.6M · 276K shares
$13.1M · 243K shares
$11.3M · 103K shares
$9.8M · 40K shares
$9.2M · 101K shares
$7.0M · 37K shares
$5.9M · 66K shares
$5.0M · 16K shares
$4.9M · 179K shares
$4.7M · 49K shares
$4.7M · 92K shares
$4.5M · 9K shares
$4.5M · 24K shares
$4.4M · 25K shares
$4.2M · 92K shares
$3.9M · 39K shares
$3.6M · 25K shares
$3.5M · 56K shares
$3.4M · 67K shares
$3.2M · 26K shares
$3.0M · 32K shares
$2.7M · 41K shares
$2.5M · 3K shares
$2.3M · 7K shares
$2.2M · 20K shares
$2.0M · 6K shares
$1.9M · 20K shares
$1.8M · 39K shares
$1.8M · 8K shares
$1.7M · 12K shares
$1.7M · 25K shares
$1.6M · 3K shares
$1.4M · 4K shares
$1.4M · 7K shares
$1.2M · 3K shares
$1.1M · 4K shares
$984K · 5K shares
$953K · 6K shares
$941K · 2K shares
$911K · 3K shares
$858K · 2K shares
$856K · 11K shares
$842K · 4K shares
$815K · 3K shares
$806K · 2K shares
$805K · 18K shares
$736K · 4K shares
$723K · 3K shares
$717K · 7K shares
$700K · 7K shares
$698K · 1K shares
$696K · 2K shares
$671K · 2K shares
$667K · 7K shares
$653K · 5K shares
$628K · 5K shares
$626K · 9K shares
$607K · 2K shares
$580K · 852 shares
$577K · 1K shares
$533K · 4K shares
$507K · 3K shares
$457K · 693 shares
$422K · 2K shares
$415K · 6K shares
$410K · 1K shares
$361K · 3K shares
$341K · 1K shares
$336K · 717 shares
$323K · 3K shares
$314K · 897 shares
$311K · 1K shares
$301K · 3K shares
$257K · 3K shares
$251K · 3K shares
$240K · 2K shares
$236K · 816 shares
$221K · 13K shares
$221K · 2K shares
$207K · 5K shares
$200K · 1K shares
$116K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $355.9M | 89.8% |
| Unknown | 5 | $23.4M | 5.9% |
| Technology | 6 | $9.1M | 2.3% |
| Consumer Cyclical | 3 | $3.4M | 0.9% |
| Communication Services | 3 | $2.8M | 0.7% |
| Healthcare | 1 | $806K | 0.2% |
| Industrials | 2 | $623K | 0.2% |
| Basic Materials | 1 | $311K | 0.1% |