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CIK: 0001801101
Total reported value
$450.7M
$450.7M
83 檔
42.5%
During the Q2 2025 filing period, Lpwm LLC (CIK: 0001801101) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $450.7M across 83 reported positions.
In Q2 2025, Lpwm LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 20.07% | +1.07% | +3.26% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.54% | -14.94% | +4.49% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.54% | -0.44% | +4.57% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.24% | -0.37% | +11.13% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.50% | -0.03% | -4.37% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.77% | +0.15% | +0.35% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.29% | +0.03% | +56.71% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.14% | — | -1.75% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.26% | +0.04% | +13.09% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.20% | +0.11% | +9.54% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | -0.07% | +1.99% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | +13.15% | +4.41% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.14% | +3.21% | |
| 14 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.32% | -0.02% | -3.78% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | — | -1.20% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.28% | +0.06% | -1.41% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.21% | +0.12% | +13.23% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.19% | -0.07% | -8.89% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.12% | — | -0.52% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.03% | -0.08% | +0.42% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.96% | -0.03% | -8.19% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | -0.17% | -2.03% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | +0.03% | +306.08% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | -0.02% | +0.15% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.06% | -55.48% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.62% | -2.32% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.15% | -0.54% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | -0.42% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.54% | -0.10% | +37.73% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.50% | +0.05% | -0.43% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.03% | +0.07% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | +1.78% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.09% | -0.73% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | +0.33% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.07% | +1.57% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.02% | +4.16% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | — | -0.03% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.32% | -0.03% | +109.57% | |
| 39 | VOX | Vanguard Communication Servi | ETF-Other | 0.26% | -0.03% | +0.06% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | +0.04% | +33.71% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.01% | -3.60% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | -0.01% | +0.02% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.21% | — | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.21% | -0.08% | +32.46% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.21% | -0.01% | -8.29% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.06% | -14.65% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.20% | -0.01% | +1.89% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | +0.01% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.02% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.01% | — |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 83 disclosed positions in Q2 2025.
During Q2 2025, Lpwm LLC's top holdings by market value included VONG (20.1%)、IVE (17.5%)、IWS (8.5%). The largest single position, VONG, represented 20.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 42.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AXP
市值: $357.6K
Top Position Liquidated / Trimmed
COR
前期市值: $269.3K
In Q2 2025, Lpwm LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 4 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.
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