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Latest LPWM LLC Stock Portfolio

$450Million | No. of Holdings #98

LPWM LLC Performance

2026 Q2+5.56%
YTD+3.43%
2025+12.55%

About LPWM LLC and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, LPWM LLC reported an equity portfolio of $450.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LPWM LLC are BNDW, VB, IJR. The fund has invested 19.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 15.2% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), EXXON MOBIL CORP (XOM) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO EXCH TRADED FD TR II (CGW) and ALPHABET INC (GOOG). LPWM LLC opened new stock positions in LIFE TIME GROUP HOLDINGS INC (LTH), PGIM ETF TR (PAB) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
LPWM LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$450Million
  as of Jul 24, 2026

LPWM LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LPWM LLC made a return of 5.56% in the last quarter. In trailing 12 months, it's portfolio return was 11.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
life time group holdings inc648,825
pgim etf tr605,383
applied matls inc507,546
uber technologies inc267,786
vanguard whitehall fds208,600
ishares tr204,729
vaneck etf trust200,702
New stocks bought by LPWM LLC

Additions

Ticker% Inc.
vanguard world fd698
vanguard index fds666
vanguard index fds511
ishares tr322
ishares tr212
ishares tr72.67
ishares tr29.2
j p morgan exchange traded f25.57
Additions to existing portfolio by LPWM LLC

Reductions

Ticker% Reduced
ishares tr-83.64
invesco exch traded fd tr ii-13.96
alphabet inc-11.89
3m co-11.81
ishares tr-9.18
ishares tr-7.87
berkshire hathaway inc del-5.93
ishares tr-4.54
LPWM LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-303,821
schwab strategic tr-226,078
exxon mobil corp-243,253
LPWM LLC got rid off the above stocks

Sector Distribution

LPWM LLC has about 95.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.6
Technology2.4

Market Cap. Distribution

LPWM LLC has about 3.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.6
MEGA-CAP3.6

Stocks belong to which Index?

About 3.8% of the stocks held by LPWM LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96
S&P 5003.8
Top 5 Winners (%)%
DELL
dell technologies inc
162.9 %
CRWD
crowdstrike hldgs inc
95.5 %
UNH
unitedhealth group inc
53.6 %
XLB
select sector spdr tr
43.3 %
EMGF
ishares inc
28.0 %
Top 5 Winners ($)$
BNDW
vanguard scottsdale fds
12.2 M
IJR
ishares tr
4.2 M
VB
vanguard index fds
3.9 M
IJR
ishares tr
3.1 M
IJR
ishares tr
2.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
IJR
ishares tr
-60.1 %
BNDD
kraneshares trust
-13.9 %
XLB
select sector spdr tr
-13.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-10.6 M
VB
vanguard index fds
-3.2 M
IJR
ishares tr
-1.0 M
XLB
select sector spdr tr
-0.2 M
BNDD
kraneshares trust
0.0 M

LPWM LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LPWM LLC

LPWM LLC has 98 stocks in it's portfolio. About 69.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. BNDW was the most profitable stock for LPWM LLC last quarter.

$450.72MTotal Value
101Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LPWM LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.45%18,758
$2.02M
0.45%
decreased 0.89 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.11%1,967
$476.7K
0.11%
increased 0.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.08%18,309
$375.2K
0.08%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.06%3,489
$287.0K
0.06%
increased 5.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.06%2,501
$266.3K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LPWM LLC's holding in Ishares Tr over time
0.05%7,903
$212.6K
0.05%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
LPWM LLC's holding in Ishares Tr over time
0.43%41,822
$1.93M
0.43%
increased 6.95 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
LPWM LLC's holding in Vaneck Etf Trust over time
0.04%306
$200.7K
0.04%
new position
AGT
Ishares Tr

Ishares Tr

AGT
LPWM LLC's holding in Ishares Tr over time
0.17%6,189
$753.4K
0.17%
decreased 7.87 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LPWM LLC's holding in J P Morgan Exchange Traded F over time
6.13%546,360
$27.63M
6.13%
increased 7.26 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LPWM LLC's holding in J P Morgan Exchange Traded F over time
1.27%112,326
$5.73M
1.27%
increased 25.57 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LPWM LLC's holding in Spdr Series Trust over time
2.45%101,312
$11.05M
2.45%
increased 0.49 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LPWM LLC's holding in Spdr Series Trust over time
0.63%30,932
$2.83M
0.63%
decreased 2.51 percentreduced
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
LPWM LLC's holding in Kraneshares Trust over time
0.05%9,684
$237.0K
0.05%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LPWM LLC's holding in Vanguard Scottsdale Fds over time
19.35%682,435
$87.22M
19.35%
increased 3.31 percentadded