Latest LPWM LLC Stock Portfolio
LPWM LLC Performance:
2026 Q1: -2.02%YTD: -2.02%2025: 12.55%
Performance for 2026 Q1 is -2.02%, and YTD is -2.02%, and 2025 is 12.55%.
About LPWM LLC and 13F Hedge Fund Stock Holdings
On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, LPWM LLC reported an equity portfolio of $396.3 Millions as of 31 Mar, 2026.
The top stock holdings of LPWM LLC are BNDW, IJR, IJR. The fund has invested 18.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 17.7% of portfolio in ISHARES TR.
The fund managers got completely rid off CENCORA INC (ABC), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). LPWM LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), IMPAX FUNDS SERIES TRUST I and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
The top stock holdings of LPWM LLC are BNDW, IJR, IJR. The fund has invested 18.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 17.7% of portfolio in ISHARES TR.
The fund managers got completely rid off CENCORA INC (ABC), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). LPWM LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), IMPAX FUNDS SERIES TRUST I and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
LPWM LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LPWM LLC made a return of -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr index shs fds | 17,830,700 |
| impax funds series trust i | 323,364 |
| dimensional etf trust | 303,821 |
| kraneshares trust | 275,316 |
| ishares tr | 266,357 |
| exxon mobil corp | 243,253 |
| ishares tr | 228,792 |
| schwab strategic tr | 226,078 |
New stocks bought by LPWM LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 58.24 |
| ishares tr | 53.15 |
| vanguard world fd | 40.98 |
| ishares tr | 39.31 |
| ishares tr | 35.94 |
| vanguard scottsdale fds | 26.32 |
| invesco exchange traded fd t | 25.25 |
| vanguard world fd | 23.1 |
Additions to existing portfolio by LPWM LLC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch traded fd tr ii | -93.57 |
| vanguard intl equity index f | -89.39 |
| ishares tr | -85.09 |
| select sector spdr tr | -32.14 |
| ishares tr | -24.07 |
| broadcom inc | -17.81 |
| ishares inc | -16.66 |
| vanguard intl equity index f | -12.65 |
LPWM LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -207,560 |
| ishares tr | -221,421 |
| cencora inc | -696,899 |
| vanguard index fds | -236,820 |
LPWM LLC got rid off the above stocks
Sector Distribution
LPWM LLC has about 96.2% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.2 |
| Technology | 2 |
Market Cap. Distribution
LPWM LLC has about 3.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.2 |
| MEGA-CAP | 3.5 |
Stocks belong to which Index?
About 3.6% of the stocks held by LPWM LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.3 |
| S&P 500 | 3.6 |
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 94 stocks in it's portfolio. About 70.8% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for LPWM LLC last quarter.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.24 | 3,686 | 935,463 | reduced | -6.04 | ||
| AAXJ | ishares tr | 0.51 | 18,927 | 2,009,100 | reduced | -6.65 | ||
| AAXJ | ishares tr | 0.11 | 1,966 | 430,170 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.08 | 18,309 | 334,872 | added | 35.94 | ||
| AAXJ | ishares tr | 0.07 | 2,501 | 266,357 | new | |||
| AAXJ | ishares tr | 0.07 | 3,316 | 260,008 | reduced | -0.03 | ||
| AAXJ | ishares tr | 0.06 | 7,903 | 228,792 | new | |||
| ABC | cencora inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.46 | 39,105 | 1,806,260 | added | 0.19 | ||
| AGT | ishares tr | 0.17 | 6,718 | 683,825 | reduced | -0.84 | ||
| AMZN | amazon com inc | 0.42 | 7,913 | 1,648,120 | added | 3.53 | ||
| AVGO | broadcom inc | 0.37 | 4,750 | 1,470,270 | reduced | -17.81 | ||
| BBAX | j p morgan exchange traded f | 6.50 | 509,362 | 25,778,800 | added | 58.24 | ||
| BBAX | j p morgan exchange traded f | 1.15 | 89,453 | 4,560,310 | reduced | -2.75 | ||
| BIL | spdr series trust | 2.41 | 100,823 | 9,535,860 | reduced | -0.12 | ||
| BIL | spdr series trust | 0.73 | 31,727 | 2,907,500 | reduced | -2.32 | ||
| BNDD | kraneshares trust | 0.07 | 9,684 | 275,316 | new | |||
| BNDW | vanguard scottsdale fds | 18.28 | 660,553 | 72,456,100 | added | 0.13 | ||
| BNDW | vanguard scottsdale fds | 1.20 | 16,174 | 4,773,270 | added | 0.76 | ||
| BNDW | vanguard scottsdale fds | 0.44 | 18,710 | 1,753,860 | reduced | -6.85 | ||