Latest imported 13F data

LPWM LLC

•CIK: 1801101•Filing: Q4 2025

**LPWM LLC** manages $396M across a diversified portfolio of 87 positions. The strategy exhibits significant allocations to broad market exposure, notably VONG ($80.3M) and IVE ($69.9M). Further concentration is visible in core indices with IWS ($32.7M) and IEFA ($17.6M). The fund maintains tactical exposure across sectors, including fixed income (LQD, $11.3M) and international equities (VWO, $13.1M).

Total AUM
$396.4M
QoQ Performance
+5.8%
Positions
36
Top 10 Concentration
69.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VONG
IVE
IWS
VONG20.3%
IVE17.6%
IWS8.2%
IEFA4.4%
JPST4.1%
VTIP3.4%
VWO3.3%
LQD2.8%

📈 Biggest Buys

IVE
ISHARES TR
+3.8%
17.6% of portfolio
VONG
VANGUARD SCOTTSDALE FDS
+2.4%
20.3% of portfolio
IJH
ISHARES TR
+98.7%
0.7% of portfolio
IWM
ISHARES TR
+12.9%
2.5% of portfolio
XLK
SELECT SECTOR SPDR TR
+108.5%
0.4% of portfolio

📉 Biggest Sells

JPST
J P MORGAN EXCHANGE TRADED F
-9.6%
4.1% of portfolio
NVDA
NVIDIA CORPORATION
-7.6%
1.1% of portfolio
BIL
SPDR SERIES TRUST
-5.8%
0.7% of portfolio
MUB
ISHARES TR
-6.5%
0.5% of portfolio
VHT
VANGUARD WORLD FD
-15.8%
0.2% of portfolio

Sector Breakdown

Other95.3%
Technology2.8%
Consumer0.7%
ETF0.6%
Healthcare0.2%
Financial0.2%
Industrial0.1%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

XLP
SELECT SECTOR SPDR TR
SOLD
$254.3K

Changes from Q3 2025

NEW4 new positions
↑58 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

VONG20.3%
VANGUARD SCOTTSDALE FDS
$80.3M
IVE17.6%
ISHARES TR
$69.9M
IWS8.2%
ISHARES TR
$32.7M
IEFA4.4%
ISHARES TR
$17.6M
JPST4.1%
J P MORGAN EXCHANGE TRADED F
$16.3M

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