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CIK: 0001801101
Total reported value
$450.7M
$450.7M
94 檔
49.0%
The Q1 2026 SEC filing reveals that Lpwm LLC held a total portfolio value of $450.7M, covering 94 public equity positions.
In Q1 2026, Lpwm LLC displayed an active expansion posture, initiating 11 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONG, IVE, IWS) accounted for 49.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 18.28% | +1.07% | +0.13% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 17.68% | -14.94% | +0.76% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.34% | -0.44% | -2.10% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.50% | -0.37% | +58.24% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.89% | -0.03% | +9.07% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.50% | -0.08% | — | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.85% | +0.15% | +10.84% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.41% | +0.04% | -0.12% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.35% | +0.11% | -5.88% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.03% | +13.15% | +11.37% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.17% | +53.15% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.47% | -0.07% | -1.20% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.21% | — | +0.68% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.20% | +0.06% | +0.76% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.15% | +0.12% | -2.75% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.14% | -0.08% | -2.13% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | -0.02% | +16.56% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.14% | -5.63% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | -5.25% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.95% | -0.03% | +1.21% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.90% | -0.07% | -12.65% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | +0.03% | -2.14% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.04% | +9.24% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.73% | -0.10% | -2.32% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.62% | -0.99% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.15% | +23.10% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | +4.19% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.07% | +22.86% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.06% | -6.65% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | -0.03% | +0.19% | |
| 31 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.44% | +0.05% | -6.85% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | — | -85.09% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.01% | +3.53% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | -1.78% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.03% | -17.81% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.09% | -7.37% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | +0.03% | -89.39% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | — | +4.52% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.32% | -0.08% | +14.26% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.02% | +3.07% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.01% | -12.42% | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.27% | -0.03% | +16.29% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.24% | -0.01% | +6.14% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | +0.02% | +8.97% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.01% | -6.04% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.05% | +26.32% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | — | +1.23% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.02% | +0.03% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.03% | +6.02% | |
| 50 | IYF | Ishares US Financials ETF | ETF-Other | 0.20% | -0.01% | +39.31% |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $450.7M across 94 disclosed positions in Q1 2026.
During Q1 2026, Lpwm LLC's top holdings by market value included VONG (18.3%)、IVE (17.7%)、IWS (8.3%). The largest single position, VONG, represented 18.3% of total portfolio value.
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Top New Position Initiated
SPEM
市值: $17.8M
Top Position Liquidated / Trimmed
COR
前期市值: $696.9K
In Q1 2026, Lpwm LLC made 91 total portfolio adjustments, initiating 11 new buys, adding to 45 positions, trimming 31 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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