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
78 檔
37.5%
According to the latest 13F quarterly dataset, Lpwm LLC managed an equity portfolio of $450.7M at the end of Q4 2024, spanning 78 distinct U.S. exchange-listed positions.
Lpwm LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 37.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 20.58% | +1.07% | -7.67% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.16% | -14.94% | +0.95% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.42% | -0.44% | -0.79% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.27% | -0.03% | +19.28% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.88% | +0.15% | +15.29% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.35% | — | +714.38% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.22% | -0.17% | -41.15% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.98% | -0.37% | +11.59% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.27% | +0.04% | +6.46% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.18% | +0.11% | +1.07% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.95% | +0.03% | +12.91% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.86% | -0.06% | -7.68% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.76% | +0.06% | -3.65% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.65% | +13.15% | -1.54% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | -0.07% | +9.18% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.14% | -0.59% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.29% | +0.04% | +13.53% | |
| 18 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.25% | -0.02% | +20.62% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | — | -4.51% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.22% | — | +2.44% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.15% | -0.07% | +24.25% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.11% | -0.08% | +1.18% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.96% | -0.03% | +14.86% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.84% | +0.12% | +7.68% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | -0.02% | -0.90% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.62% | -0.99% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.15% | -1.06% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.10% | +216.95% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.02% | -9.39% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.51% | +0.05% | -11.53% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.01% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.09% | +0.03% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | -2.97% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.02% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.07% | -2.10% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.01% | -0.61% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | — | +13.81% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.03% | -1.45% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.01% | +0.02% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | +0.03% | +1.48% | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.26% | -0.03% | +2.44% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.24% | -0.01% | +4.55% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.22% | — | — | |
| 44 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.22% | — | -77.61% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | +0.01% | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.21% | -0.01% | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.21% | -0.01% | -6.81% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.02% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | +3.63% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.18% | -0.08% | -33.06% |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 78 disclosed positions in Q4 2024.
During Q4 2024, Lpwm LLC's top holdings by market value included VONG (20.6%)、IVE (17.2%)、IWS (8.4%). The largest single position, VONG, represented 20.6% 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.
Top New Position Initiated
ENVX
市值: $548.9K
Top Position Liquidated / Trimmed
XLRE
前期市值: $209.2K
In Q4 2024, Lpwm LLC made 47 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 3 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.