LPWM LLC
CIK: 1801101SEC EDGAR →
Portfolio Value
$139.6B
Holdings
94
As of
Q1 2026
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 509,362 | $25.8B | 18.47% |
| 2 | ISHARES TR | 213,995 | $19.4B | 13.88% |
| 3 | SPDR INDEX SHS FDS | 380,104 | $17.8B | 12.77% |
| 4 | VANGUARD MALVERN FDS | 305,716 | $15.3B | 10.94% |
| 5 | SPDR SERIES TRUST | 100,823 | $9.5B | 6.83% |
| 6 | ISHARES TR | 59,613 | $5.9B | 4.24% |
| 7 | VANGUARD INDEX FDS | 65,645 | $5.8B | 4.17% |
| 8 | ISHARES TR | 49,482 | $4.8B | 3.45% |
| 9 | J P MORGAN EXCHANGE TRADED F | 89,453 | $4.6B | 3.27% |
| 10 | VANGUARD TAX-MANAGED FDS | 65,778 | $4.2B | 3.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $119.6B | 85.7% |
| Unknown | 7 | $19.9B | 14.3% |
| Industrials | 2 | $82.9M | 0.1% |
| Technology | 6 | $7.8M | 0.0% |
| Consumer Cyclical | 2 | $2.5M | 0.0% |
| Communication Services | 3 | $2.3M | 0.0% |
| Healthcare | 1 | $697K | 0.0% |
| Basic Materials | 1 | $316K | 0.0% |
| Energy | 1 | $243K | 0.0% |