Lpwm LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$396.3M

Reporting period: 2026-03-31 · Number of holdings: 94

LPWM LLC disclosed 94 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $396.3M and a quarterly turnover rate of 20.7%.

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Personality snowflake

Concentration: 34.18
Portfolio Stability: 20.73
Momentum/Contrarian: 100
Sector conviction: 77.15
Diversification: 100
Sizing Uniformity: 73.34

Recent moves

Trim VWO
-89.4%　-$11.7M
Trim LQD
-85.1%　-$9.6M
Add JPST
+58.2%　$9.5M
Trim VONG
+0.1%　-$7.9M
Trim EELV
-93.6%　-$4.6M
Add AGG
+53.1%　$2.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VONG	Vanguard Russell 1000 Growth	ETF-Other	18.28%	-1.98%	+0.13%
2	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	17.68%	+0.06%	+0.76%
3	IWS	Ishares Russell Mid-cap Valu	ETF-Other	8.34%	+0.10%	-2.10%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	6.50%	+2.39%	+58.24%
5	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.89%	+0.46%	+9.07%
6	SPEM	State Street Sp Ptf Em ETF	ETF-Other	4.50%	+4.50%	NEW
7	VTIP	Vanguard Short-term Tips	ETF-Other	3.85%	+0.41%	+10.84%
8	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	2.41%	+0.09%	-0.12%
9	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.35%	-0.13%	-5.88%
10	VTV	Vanguard Value ETF	ETF-Other	2.03%	+0.26%	+11.37%
11	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.49%	+0.51%	+53.15%
12	VNQ	Vanguard Real Estate ETF	ETF-Other	1.47%	—	-1.20%
13	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.21%	—	+0.68%
14	VONE	Vanguard Russell 1000	ETF-Other	1.20%	-0.05%	+0.76%
15	JMST	JPM Ultra-short Muni Income	ETF-Other	1.15%	-0.03%	-2.75%
16	VOE	Vanguard Mid-cap Value ETF	ETF-Other	1.14%	—	-2.13%
17	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.06%	+0.17%	+16.56%
18	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.03%	-0.11%	-5.63%
19	NVDA	Nvidia CORP	Stock-Tech	1.01%	-0.13%	-5.25%
20	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.95%	—	+1.21%
21	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.90%	-0.17%	-12.65%
22	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.82%	—	-2.14%
23	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.77%	+0.08%	+9.24%
24	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.73%	—	-2.32%
25	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.73%	-0.07%	-0.99%
26	VGT	Vanguard Info Tech ETF	ETF-Tech	0.72%	+0.09%	+23.10%
27	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.59%	—	+4.19%
28	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.54%	+0.12%	+22.86%
29	MUB	Ishares National Muni Bond E	ETF-Other	0.51%	-0.04%	-6.65%
30	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.46%	—	+0.19%
31	VONV	Vanguard Russell 1000 Value	ETF-Other	0.44%	—	-6.85%
32	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.42%	-2.43%	-85.09%
33	AMZN	Amazon.com INC	Stock-Consumer Disc	0.42%	—	+3.53%
34	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.38%	—	-1.78%
35	AVGO	Broadcom INC	Stock-Tech	0.37%	-0.13%	-17.81%
36	XLK	Ss Technology Select Sector	ETF-Tech	0.37%	-0.06%	-7.37%
37	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.35%	-2.94%	-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%	+0.12%	+14.26%
40	VUG	Vanguard Growth ETF	ETF-Other	0.29%	—	+3.07%
41	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.28%	-0.07%	-12.42%
42	VOX	Vanguard Communication Servi	ETF-Other	0.27%	—	+16.29%
43	XLV	Ss Health Care Select Sector	ETF-Other	0.24%	—	+6.14%
44	VXUS	Vanguard Total Intl Stock	ETF-Other	0.24%	—	+8.97%
45	AAPL	Apple INC	Stock-Tech	0.24%	-0.03%	-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%	—	+0.03%
49	TSLA	Tesla INC	Stock-Consumer Disc	0.21%	—	+6.02%
50	IYF	Ishares US Financials ETF	ETF-Other	0.20%	+0.04%	+39.31%

1–50 of 94

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	94	$396.3M	21	1VONG 2IVE 3IWS Top holdings2026-03-31 1.VONG 2.IVE 3.IWS 4.JPST 5.IEFA 6.SPEM 7.VTIP 8.SLYV 9.IWM 10.VTV
2025-12-31	87	$396.4M	7	1VONG 2IVE 3IWS Top holdings2025-12-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.JPST 6.VTIP 7.VWO 8.LQD 9.IWM 10.SLYV
2025-09-30	84	$374.8M	23	1VONG 2IVE 3IWS Top holdings2025-09-30 1.VONG 2.IVE 3.IWS 4.JPST 5.IEFA 6.VTIP 7.VWO 8.LQD 9.SLYV 10.IWM
2025-06-30	83	$342.8M	0	1VONG 2IVE 3IWS Top holdings2025-06-30 1.VONG 2.IVE 3.IWS 4.JPST 5.IEFA 6.VTIP 7.VWO 8.LQD 9.SLYV 10.IWM
2025-03-31	84	$310.5M	100	1VONG 2IVE 3IWS Top holdings2025-03-31 1.VONG 2.IVE 3.IWS 4.JPST 5.IEFA 6.VTIP 7.LQD 8.SLYV 9.VWO 10.IWM
2024-12-31	78	$311.3M	0	1VONG 2IVE 3IWS Top holdings2024-12-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.VTIP 6.LQD 7.AGG 8.JPST 9.SLYV 10.IWM
2024-09-30	77	$305.4M	0	1VONG 2IVE 3IWS Top holdings2024-09-30 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.JPST 8.IWM 9.SLYV 10.MUB
2024-06-30	77	$289.6M	0	1VONG 2IVE 3IWS Top holdings2024-06-30 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.JPST 8.IWM 9.SLYV 10.MUB
2024-03-31	72	$272.3M	0	1VONG 2IVE 3IWS Top holdings2024-03-31 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.JPST 8.IWM 9.SLYV 10.MUB
2023-12-31	70	$253.0M	0	1VONG 2IVE 3IWS Top holdings2023-12-31 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.JPST 8.SLYV 9.MUB 10.IWM
2023-09-30	67	$222.4M	0	1VONG 2IVE 3IWS Top holdings2023-09-30 1.VONG 2.IVE 3.IWS 4.AGG 5.JPST 6.IEFA 7.VTIP 8.SLYV 9.IWM 10.VWO
2023-06-30	67	$226.7M	0	1VONG 2IVE 3IWS Top holdings2023-06-30 1.VONG 2.IVE 3.IWS 4.AGG 5.JPST 6.IEFA 7.VTIP 8.SLYV 9.IWM 10.VWO
2023-03-31	68	$208.0M	0	1VONG 2IVE 3IWS Top holdings2023-03-31 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.JPST 8.SLYV 9.IWM 10.VWO
2022-12-31	59	$185.9M	0	1IVE 2VONG 3IWS Top holdings2022-12-31 1.IVE 2.VONG 3.IWS 4.AGG 5.IEFA 6.VTIP 7.SLYV 8.IWM 9.VWO 10.VNQ
2022-09-30	58	$167.8M	0	1VONG 2IVE 3IWS Top holdings2022-09-30 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.SLYV 8.IWM 9.VWO 10.VNQ
2022-06-30	61	$179.4M	0	1VONG 2IVE 3IWS Top holdings2022-06-30 1.VONG 2.IVE 3.IWS 4.AGG 5.IEFA 6.VTIP 7.SLYV 8.VWO 9.IWM 10.VNQ
2022-03-31	66	$200.8M	0	1VONG 2IVE 3IWS Top holdings2022-03-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.AGG 6.IWM 7.VTIP 8.VWO 9.VNQ 10.VTV
2021-12-31	67	$188.5M	0	1VONG 2IVE 3IWS Top holdings2021-12-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.IWM 6.VTIP 7.VNQ 8.VTV 9.VSS 10.BRK-B
2021-09-30	61	$168.4M	0	1VONG 2IVE 3IWS Top holdings2021-09-30 1.VONG 2.IVE 3.IWS 4.IEFA 5.IWM 6.VTIP 7.VNQ 8.VTV 9.VSS 10.BRK-B
2021-06-30	63	$166.6M	100	1VONG 2IVE 3IWS Top holdings2021-06-30 1.VONG 2.IVE 3.IWS 4.IEFA 5.IWM 6.VTIP 7.VNQ 8.VTV 9.VSS 10.BRK-B
2021-03-31	57	$148.7M	12	1VONG 2IVE 3IWS Top holdings2021-03-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.VTIP 6.SLYV 7.VNQ 8.IWM 9.VSS 10.VTV
2020-12-31	53	$134.0M	21	1VONG 2IVE 3IWS Top holdings2020-12-31 1.VONG 2.IVE 3.IWS 4.IEFA 5.VTIP 6.SLYV 7.VNQ 8.VSS 9.BRK-B 10.IWM
2020-09-30	51	$123.2M	12	1VONG 2IVE 3IWS Top holdings2020-09-30 1.VONG 2.IVE 3.IWS 4.IEFA 5.VWO 6.VTIP 7.SLYV 8.VNQ 9.AGG 10.BRK-B
2020-06-30	47	$109.6M	19	1VONG 2IVE 3IWS Top holdings2020-06-30 1.VONG 2.IVE 3.IWS 4.IEFA 5.VWO 6.VTIP 7.SLYV 8.VNQ 9.VSS 10.VNQI
2020-03-31	44	$91.8M	23	1IVE 2VONG 3IWS Top holdings2020-03-31 1.IVE 2.VONG 3.IWS 4.IEFA 5.VWO 6.VTIP 7.SLYV 8.VNQ 9.BRK-B 10.VNQI
2019-12-31	43	$108.2M	—	1IVE 2VONG 3IEFA Top holdings2019-12-31 1.IVE 2.VONG 3.IEFA 4.IWS 5.VWO 6.SLYV 7.VTIP 8.VNQ 9.VSS 10.VNQI

Holding changes this quarter

Lpwm LLC's most significant position changes for 2026-03-31: New buy: State Street Sp Ptf Em ETF (SPEM); Sold out: Cencora INC (COR); New buy: Impax Global Sustainable Inf (BLDX); New buy: Dim US Large Cap Value ETF (DFLV); New buy: Kranesh Csi China Internet (KWEB).

Position changes disclosed by Lpwm LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	JPST	Jpmorgan Ultra-short Income	+2.4%	+58.24%	Add
2	AGG	Ishares Core U.s. Aggregate	+0.5%	+53.15%	Add
3	IEFA	Ishares Core Msci Eafe ETF	+0.5%	+9.07%	Add
4	VTIP	Vanguard Short-term Tips	+0.4%	+10.84%	Add
5	VTV	Vanguard Value ETF	+0.3%	+11.37%	Add
6	VEA	Vanguard Ftse Developed ETF	+0.2%	+16.56%	Add
7	IEMG	Ishares Core Msci Emerging	+0.1%	+22.86%	Add
8	XLE	Ss Energy Select Sector	+0.1%	+14.26%	Add
9	IWS	Ishares Russell Mid-cap Valu	+0.1%	-2.10%	Trim
10	SLYV	Ss Spdr S&p 600 Sc Val ETF	+0.1%	-0.12%	Trim
11	VGT	Vanguard Info Tech ETF	+0.1%	+23.10%	Add
12	IJH	Ishares Core S&p Midcap ETF	+0.1%	+9.24%	Add
13	IVE	Ishares S&p 500 Value ETF	+0.1%	+0.76%	Add
14	VTWO	Vanguard Russell 2000 ETF	+0.1%	+26.32%	Add
15	IYF	Ishares US Financials ETF	0%	+39.31%	Add
16	VCR	Vanguard Consumer Discre ETF	0%	+40.98%	Add
17	AAPL	Apple INC	0%	-6.04%	Trim
18	XLC	Ss Comm Select Sector Spdr	0%	-32.14%	Trim
19	JMST	JPM Ultra-short Muni Income	0%	-2.75%	Trim
20	MUB	Ishares National Muni Bond E	0%	-6.65%	Trim
21	MSFT	Microsoft CORP	-0.1%	+1.75%	Add
22	VONE	Vanguard Russell 1000	-0.1%	+0.76%	Add
23	SGOV	Ishares 0-3 Month Treasury B	-0.1%	-24.07%	Trim
24	XLK	Ss Technology Select Sector	-0.1%	-7.37%	Trim
25	IVW	Ishares S&p 500 Growth ETF	-0.1%	-0.99%	Trim
26	GOOGL	Alphabet Inc-cl A	-0.1%	-12.42%	Trim
27	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-5.63%	Trim
28	AVGO	Broadcom INC	-0.1%	-17.81%	Trim
29	NVDA	Nvidia CORP	-0.1%	-5.25%	Trim
30	IWM	Ishares Russell 2000 ETF	-0.1%	-5.88%	Trim
31	VNQI	Vanguard Glbl Ex-us Real Est	-0.2%	-12.65%	Trim
32	EELV	Invesco S&p Emerging Markets	-1.2%	-93.56%	Trim
33	VONG	Vanguard Russell 1000 Growth	-2%	+0.13%	Add
34	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-2.4%	-85.09%	Trim
35	VWO	Vanguard Ftse Emerging Marke	-2.9%	-89.39%	Trim
36	SPEM	State Street Sp Ptf Em ETF	—	NEW	New buy
37	COR	Cencora INC	—	EXIT	Sold out
38	BLDX	Impax Global Sustainable Inf	—	NEW	New buy
39	DFLV	Dim US Large Cap Value ETF	—	NEW	New buy
40	KWEB	Kranesh Csi China Internet	—	NEW	New buy
41	SUB	Ishares Short-term National	—	NEW	New buy
42	XOM	Exxon Mobil CORP	—	NEW	New buy
43	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
44	IEZ	Ishares U.s. Oil Equipment &	—	NEW	New buy
45	SCHG	Schwab US Large-cap Growth	—	NEW	New buy
46	IGV	Ishares Expanded Tech-softwa	—	EXIT	Sold out
47	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
48	XLP	Ss Consumer Staples Sel Sect	—	NEW	New buy
49	XLRE	Ss Real Estate Select Sector	—	EXIT	Sold out
50	IXUS	Ishares Core Intl Stock ETF	—	NEW	New buy

FAQ

What is Lpwm LLC and what type of investor is it?

Lpwm LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $396.3M, spread across 94 disclosed positions.

What are Lpwm LLC's largest equity positions?

Based on the latest 13F filing, Lpwm LLC's top holdings by market value are: 1. Vanguard Russell 1000 Growth (VONG) — $72.5M (18.3%) 2. Ishares S&p 500 Value ETF (IVE) — $70.1M (17.7%) 3. Ishares Russell Mid-cap Valu (IWS) — $33.0M (8.3%) 4. Jpmorgan Ultra-short Income (JPST) — $25.8M (6.5%) 5. Ishares Core Msci Eafe ETF (IEFA) — $19.4M (4.9%)

What changes did Lpwm LLC make in its most recent portfolio filing?

In the latest reported quarter, Lpwm LLC made 50 notable position adjustments: 11 new positions were initiated, 17 existing holdings were added to, 18 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: State Street Sp Ptf Em ETF (SPEM); Sold out: Cencora INC (COR); New buy: Impax Global Sustainable Inf (BLDX); New buy: Dim US Large Cap Value ETF (DFLV); New buy: Kranesh Csi China Internet (KWEB)

What sectors does Lpwm LLC focus on?

Lpwm LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.5% • Financials: 24.3% • Consumer Discretionary: 12.8% • Communication Services: 12.2% • Health Care: 3.6% • Industrials: 2.3%