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CIK: 0001801101
Total reported value
$450.7M
$450.7M
87 檔
48.1%
In Q4 2025, Lpwm LLC's U.S. equity holdings reached a combined market value of $450.7M, distributed across 87 disclosed stock positions.
In Q4 2025, Lpwm LLC displayed an active expansion posture, initiating 4 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 48.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 20.26% | +1.07% | +2.39% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.62% | -14.94% | +3.82% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.24% | -0.44% | +2.78% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.43% | -0.03% | +2.63% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.11% | -0.37% | -9.62% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.44% | +0.15% | +4.62% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.29% | +0.03% | +3.27% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.85% | — | +2.67% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.48% | +0.11% | +12.86% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.32% | +0.04% | +2.79% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.77% | +13.15% | +13.09% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.48% | -0.07% | +3.11% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.25% | +0.06% | +2.43% | |
| 14 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.24% | -0.02% | +1.52% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.19% | — | +5.80% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.18% | +0.12% | +4.71% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.14% | -2.52% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | — | -7.57% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.12% | -0.08% | +13.52% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.07% | -0.07% | +2.54% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.98% | -0.17% | +13.85% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | -0.03% | +1.92% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.02% | +4.74% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | +0.03% | +2.91% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.62% | +26.35% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -0.10% | -5.83% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | +0.04% | +98.71% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.15% | +0.70% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | +3.01% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.06% | -6.51% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.03% | +5.63% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.47% | +0.05% | +0.20% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | -0.03% | +66.58% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.01% | +11.24% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.09% | +108.49% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | +0.07% | +11.88% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | +7.48% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | -0.01% | -2.21% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | — | +8.60% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.02% | +0.48% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.27% | -0.01% | +3.67% | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.25% | -0.03% | -6.11% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.24% | -0.01% | +21.93% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.03% | -0.33% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | +11.95% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.02% | +35.50% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | +0.02% | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | — | +79.19% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.21% | — | +0.50% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.06% | +17.40% |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 87 disclosed positions in Q4 2025.
During Q4 2025, Lpwm LLC's top holdings by market value included VONG (20.3%)、IVE (17.6%)、IWS (8.2%). The largest single position, VONG, represented 20.3% of total portfolio value.
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Top New Position Initiated
VXUS
市值: $856.0K
Top Position Liquidated / Trimmed
XLP
前期市值: $254.3K
In Q4 2025, Lpwm LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 6 holdings, and fully liquidating 1 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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