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LPWM LLC Portfolio

Auto-discovered 13F filer (Top-2000 by latest reported value).

SmallFocusedHigh Turnover how tags are computed

Q2 2026

Q2 2026 · 98 positions · Total reported value $450.72M · Top-10 concentration 69.5%

Turnover: 100.0% · 98 new · 0 cut · 0 exited

Active Share (vs S&P 500): 95.8% · vs QQQ: 96.7% — share of the book that differs from index weights (higher = more active) · ranking

In its Q2 2026 13F filing, LPWM LLC disclosed 98 equity positions with a combined reported value of $450.72M. The filing implies a focused portfolio: its ten largest positions account for 69.5% of reported value. HoldingsHub classifies the profile as Small / Focused / High Turnover.

The largest disclosed positions as of Q2 2026 were VONG ($87.22M), VTV ($68.43M), IWS ($35.62M). By sector, the heaviest allocations are Technology 2.9%, Consumer Discretionary 0.8%.

Versus the prior quarter, LPWM LLC opened 98 new positions, trimmed 0 and fully exited 0, a turnover rate of 100.0% of positions.

Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.

Sector Allocation

Technology 2.9%
Consumer Discretionary 0.8%
Health Care 0.4%
Industrials 0.2%
Financials 0.1%
Miscellaneous 0.0%
Other 95.6%
Sort by: Value Shares Weight Sector Change · CSV
# Symbol Company Shares Value Weight Change
1 VONG VANGUARD SCOTTSDALE FDS History 682.43K $87.22M 19.35% New
2 VTV VANGUARD INDEX FDS History 314.01K $68.43M 15.18% New
3 IWS ISHARES TR History 216.41K $35.62M 7.90% New
4 JPST J P MORGAN EXCHANGE TRADED F History 546.36K $27.63M 6.13% New
5 IEFA ISHARES TR History 226.64K $21.89M 4.86% New
6 SPEM SPDR INDEX SHS FDS History 384.46K $19.91M 4.42% New
7 VTIP VANGUARD SHORT TERM INFL-PROTECTED History 359.23K $18.04M 4.00% New
8 IVE ISHARES TR History 54.31K $12.33M 2.74% New
9 IWM ISHARES TR History 36.93K $11.10M 2.46% New
10 SLYV SPDR SERIES TRUST History 101.31K $11.05M 2.45% New
11 VNQ VANGUARD INDEX FDS History 65.21K $6.29M 1.40% New
12 IVW ISHARES TR History 44.19K $6.08M 1.35% New
13 AGG ISHARES CORE U.S. AGGREGATE BOND ETF History 60.16K $5.96M 1.32% New
14 JMST J P MORGAN EXCHANGE TRADED F History 112.33K $5.73M 1.27% New
15 VONE VANGUARD SCOTTSDALE FDS History 16.78K $5.68M 1.26% New
16 IWR ISHARES TR History 49.50K $5.46M 1.21% New
17 VOE VANGUARD INDEX FDS History 24.23K $4.79M 1.06% New
18 VEA VANGUARD FTSE DEVELOPED MARKETS ETF History 66.06K $4.71M 1.04% New
19 NVDA NVIDIA CORPORATION History 22.75K $4.55M 1.01% New
20 VSS VANGUARD FTSE ALL WORLD EX-US ETF History 26.74K $4.13M 0.92% New
21 BRKB BERKSHIRE HATHAWAY INC DEL History 8.01K $4.01M 0.89% New
22 VGT VANGUARD WORLD FD History 32.67K $3.90M 0.87% New
23 VTEB VANGUARD MUN BD FDS History 75.35K $3.81M 0.85% New
24 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF History 83.06K $3.73M 0.83% New
25 IJH ISHARES TR History 47.31K $3.65M 0.81% New
26 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF History 30.93K $2.83M 0.63% New
27 IEMG ISHARES INC History 33.00K $2.73M 0.61% New
28 VTI VANGUARD INDEX FDS History 7.38K $2.73M 0.61% New
29 VONV VANGUARD RUSSELL 1000 VALUE ETF History 20.92K $2.22M 0.49% New
30 XLK SELECT SECTOR SPDR TR History 10.99K $2.09M 0.46% New
31 MUB ISHARES TR History 18.76K $2.02M 0.45% New
32 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF History 41.82K $1.93M 0.43% New
33 LQD ISHARES TR History 17.52K $1.91M 0.42% New
34 AMZN Amazon.com, Inc. History 7.81K $1.86M 0.41% New
35 AVGO Broadcom Inc. History 4.75K $1.79M 0.40% New
36 VOO VANGUARD INDEX FDS History 2.59K $1.78M 0.40% New
37 VWO VANGUARD INTL EQUITY INDEX F History 28.91K $1.73M 0.38% New
38 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF History 16.53K $1.66M 0.37% New
39 QUAL ISHARES TR History 6.96K $1.53M 0.34% New
40 VUG VANGUARD INDEX FDS History 15.82K $1.36M 0.30% New
41 VTWO VANGUARD SCOTTSDALE FDS History 10.33K $1.25M 0.28% New
42 GOOGL Alphabet Inc. Class C History 3.42K $1.22M 0.27% New
43 VXUS VANGUARD STAR FDS History 13.54K $1.16M 0.26% New
44 XLE SELECT SECTOR SPDR TR History 20.59K $1.09M 0.24% New
45 VOX VANGUARD COMMUNICATION SERVICES ETF History 5.91K $1.09M 0.24% New
46 TSLA Tesla, Inc. History 2.56K $1.08M 0.24% New
47 UNH UNITEDHEALTH GROUP INC History 2.58K $1.07M 0.24% New
48 AAPL APPLE INC History 3.56K $1.03M 0.23% New
49 XLV SELECT SECTOR SPDR TR History 6.42K $1.02M 0.23% New
50 GOOG ALPHABET INC History 2.88K $1.02M 0.23% New