13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001801101
Total reported value
$450.7M
$450.7M
72 檔
34.7%
At the close of Q1 2024, Lpwm LLC disclosed equity holdings valued at approximately $450.7M, spread across 72 reported holdings.
During Q1 2024, Lpwm LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 34.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 20.73% | +1.07% | +0.71% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.87% | -14.94% | +1.77% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.81% | -0.44% | +2.08% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.80% | -0.17% | -3.02% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.14% | -0.03% | +3.19% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.61% | +0.15% | +2.08% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.17% | -0.37% | -1.00% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.17% | +0.11% | +2.62% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.15% | +0.04% | +0.95% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.08% | -0.06% | +1.37% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | +0.03% | +2.59% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.79% | +13.15% | +1.91% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.69% | +0.06% | +4.10% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.53% | -0.07% | +2.05% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.14% | +0.88% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.30% | +0.04% | +1.37% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.20% | -0.08% | +5.99% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.19% | — | +6.95% | |
| 19 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.16% | -0.02% | +2.84% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.05% | -0.07% | +2.65% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.03% | — | +0.23% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | — | -4.23% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.93% | -0.03% | +1.76% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.02% | +0.83% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.90% | +0.12% | +16.16% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.02% | +6.34% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.62% | +1.72% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.63% | +0.05% | -0.69% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.15% | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | +0.09% | +0.88% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | +0.07% | -3.60% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.08% | +2.03% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.02% | +2.08% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | — | +5.50% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | +0.03% | -0.33% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.03% | +2.79% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | -0.01% | +1.28% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.26% | -0.01% | -17.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.01% | — | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.25% | -0.03% | — | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.25% | -0.01% | -4.04% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.22% | — | — | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.22% | -0.01% | -1.53% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.22% | +0.01% | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.02% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | +3.35% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.01% | +6.68% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.03% | +2.94% |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 72 disclosed positions in Q1 2024.
During Q1 2024, Lpwm LLC's top holdings by market value included VONG (20.7%)、IVE (17.9%)、IWS (8.8%). The largest single position, VONG, represented 20.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Lpwm LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.