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
$457.9M
$457.9M
98 檔
52.6%
At the close of Q2 2026, Lpwm LLC disclosed equity holdings valued at approximately $457.9M, spread across 98 reported holdings.
In Q2 2026, Lpwm LLC displayed an active expansion posture, initiating 7 new positions and adding to 44 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONG, VTV, IWS) accounted for 52.6% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 19.35% | +0.06% | +3.31% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 15.18% | -0.30% | +666.39% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.90% | -0.35% | -4.54% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.13% | -0.16% | +7.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.86% | +0.06% | +5.91% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.42% | -0.02% | +1.14% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.00% | -0.09% | +17.50% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.74% | -0.08% | -83.64% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.46% | -0.20% | -1.72% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.45% | -0.21% | +0.48% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.12% | -0.66% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.05% | +72.67% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.32% | -0.09% | +0.92% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.27% | +0.29% | +25.57% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 1.26% | +0.03% | +3.75% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.21% | -0.05% | +0.03% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.06% | -0.03% | -0.85% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.01% | +0.42% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.11% | -1.06% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | — | +3.88% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.05% | -5.93% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.03% | +698.44% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | +0.15% | +15.07% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.83% | -0.05% | +3.16% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.01% | +5.20% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | -0.04% | -2.51% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | — | +7.47% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | — | +1.39% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.49% | +0.03% | +11.79% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | +0.01% | +0.22% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.12% | -0.89% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.43% | -0.03% | +6.95% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | -0.03% | +14.64% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.02% | -1.31% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | -0.06% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | +1.85% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.03% | +12.17% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | +0.63% | +212.08% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | +0.02% | -2.30% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.01% | +511.87% | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.01% | +13.31% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.01% | -11.89% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | +0.02% | +9.54% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.24% | +0.01% | — | |
| 45 | VOX | Vanguard Communication Servi | ETF-Other | 0.24% | +0.01% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | -0.04% | +15.27% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | -0.02% | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.03% | -3.50% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.23% | — | -1.80% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.02% | -0.96% |
According to official SEC Form 13F filings, Lpwm LLC reported a total U.S. public equity portfolio value of $457.9M across 98 disclosed positions in Q2 2026.
During Q2 2026, Lpwm LLC's top holdings by market value included VONG (19.4%)、VTV (15.2%)、IWS (7.9%). The largest single position, VONG, represented 19.4% 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
LTH
市值: $648.8K
Top Position Liquidated / Trimmed
DFLV
前期市值: $303.8K
In Q2 2026, Lpwm LLC made 80 total portfolio adjustments, initiating 7 new buys, adding to 44 positions, trimming 26 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.