LPWM LLC
CIK 1801101
13F filing for Q2 2026・No. 4,165
- Holdings
- US$450.72M
- Quarter change
- +US$54.38M
- Entries
- 98
- Net bought (estimate)
- +US$12.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 3
- Cut 27
- Added 43
- Corporate actions 0
- Unchanged 21
Largest holdings
98 stocks worth US$450.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Added | 682,435 | US$87.22M | 19.35% |
| VANGUARD INDEX FDSVALUE ETF | Added | 314,012 | US$68.43M | 15.18% |
| ISHARES TRRUS MDCP VAL ETF | Cut | 216,410 | US$35.62M | 7.90% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 546,360 | US$27.63M | 6.13% |
| ISHARES TRCORE MSCI EAFE | Added | 226,644 | US$21.89M | 4.86% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 384,456 | US$19.91M | 4.42% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 359,230 | US$18.04M | 4.00% |
| ISHARES TRS&P 500 VAL ETF | Cut | 54,315 | US$12.33M | 2.74% |
| IWMISHARES TRRUSSELL 2000 ETF | Cut | 36,932 | US$11.1M | 2.46% |
| SPDR SERIES TRUSTST STR SP600SM C | Added | 101,312 | US$11.05M | 2.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.