LPWM LLC: 13F holdings
CIK 18011012026Q2
| Positions | 98 |
|---|
| Reported value | $450.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 98 (+4 vs prior quarter) |
|---|
| Reported value | $450.7m (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VONG VANGUARD SCOTTSDALE FDS | 682,435 | $87.2m | 19.4% |
| VTV VANGUARD INDEX FDS | 314,012 | $68.4m | 15.2% |
| IWS ISHARES TR | 216,410 | $35.6m | 7.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 546,360 | $27.6m | 6.1% |
| IEFA ISHARES TR | 226,644 | $21.9m | 4.9% |
| SPEM SPDR INDEX SHS FDS | 384,456 | $19.9m | 4.4% |
| VTIP VANGUARD MALVERN FDS | 359,230 | $18.0m | 4.0% |
| IVE ISHARES TR | 54,315 | $12.3m | 2.7% |
| IWM ISHARES TR | 36,932 | $11.1m | 2.5% |
| SLYV SPDR SERIES TRUST | 101,312 | $11.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801101")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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