LPWM LLC
CIK: 0001801101SEC EDGAR →
Portfolio Value
$396.4B
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 | $80.3B | 20.26% |
| 2 | ISHARES TR | 329,407 | $69.9B | 17.62% |
| 3 | ISHARES TR | 231,561 | $32.7B | 8.24% |
| 4 | ISHARES TR | 196,192 | $17.6B | 4.43% |
| 5 | J P MORGAN EXCHANGE TRADED F | 321,899 | $16.3B | 4.11% |
| 6 | VANGUARD MALVERN FDS | 275,811 | $13.6B | 3.44% |
| 7 | VANGUARD INTL EQUITY INDEX F | 242,904 | $13.1B | 3.29% |
| 8 | ISHARES TR | 102,504 | $11.3B | 2.85% |
| 9 | ISHARES TR | 39,923 | $9.8B | 2.48% |
| 10 | SPDR SERIES TRUST | 100,943 | $9.2B | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$80.3B · 660K shares
$69.9B · 329K shares
$32.7B · 232K shares
$17.6B · 196K shares
$16.3B · 322K shares
$13.6B · 276K shares
$13.1B · 243K shares
$11.3B · 103K shares
$9.8B · 40K shares
$9.2B · 101K shares
$7.0B · 37K shares
$5.9B · 66K shares
$5.0B · 16K shares
$4.9B · 179K shares
$4.7B · 49K shares
$4.7B · 92K shares
$4.5B · 9K shares
$4.5B · 24K shares
$4.4B · 25K shares
$4.2B · 92K shares
$3.9B · 39K shares
$3.6B · 25K shares
$3.5B · 56K shares
$3.4B · 67K shares
$3.2B · 26K shares
$3.0B · 32K shares
$2.7B · 41K shares
$2.5B · 3K shares
$2.3B · 7K shares
$2.2B · 20K shares
$2.0B · 6K shares
$1.9B · 20K shares
$1.8B · 39K shares
$1.8B · 8K shares
$1.7B · 12K shares
$1.7B · 25K shares
$1.6B · 3K shares
$1.4B · 4K shares
$1.4B · 7K shares
$1.2B · 3K shares
$1.1B · 4K shares
$984.0M · 5K shares
$953.0M · 6K shares
$941.0M · 2K shares
$911.0M · 3K shares
$858.0M · 2K shares
$856.0M · 11K shares
$842.0M · 4K shares
$815.0M · 3K shares
$806.0M · 2K shares
$805.0M · 18K shares
$736.0M · 4K shares
$723.0M · 3K shares
$717.0M · 7K shares
$700.0M · 7K shares
$698.0M · 1K shares
$696.0M · 2K shares
$671.0M · 2K shares
$667.0M · 7K shares
$653.0M · 5K shares
$628.0M · 5K shares
$626.0M · 9K shares
$607.0M · 2K shares
$580.0M · 852 shares
$577.0M · 1K shares
$533.0M · 4K shares
$507.0M · 3K shares
$457.0M · 693 shares
$422.0M · 2K shares
$415.0M · 6K shares
$410.0M · 1K shares
$361.0M · 3K shares
$341.0M · 1K shares
$336.0M · 717 shares
$323.0M · 3K shares
$314.0M · 897 shares
$311.0M · 1K shares
$301.0M · 3K shares
$257.0M · 3K shares
$251.0M · 3K shares
$240.0M · 2K shares
$236.0M · 816 shares
$221.0M · 13K shares
$221.0M · 2K shares
$207.0M · 5K shares
$200.0M · 1K shares
$116.0M · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $355.9B | 89.8% |
| Unknown | 5 | $23.4B | 5.9% |
| Technology | 6 | $9.1B | 2.3% |
| Consumer Cyclical | 3 | $3.4B | 0.9% |
| Communication Services | 3 | $2.8B | 0.7% |
| Healthcare | 1 | $806.0M | 0.2% |
| Industrials | 2 | $623.0M | 0.2% |
| Basic Materials | 1 | $311.0M | 0.1% |