Lpwm LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 84Value: $310.5MLatest: 2025Q1

LPWM LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 84 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  null,
  "MMM",
  "VONG",
  null,
  "GOOGL",
  "AVGO",
  "FCX",
  "EMXC",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  null,
  "VHT",
  "IWF",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "IEFA",
  null,
  null,
  null,
  null,
  "VNQ",
  "VXF",
  "VV",
  "VOE",
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  "IWR",
  "AMZN",
  "IVE",
  null,
  "VEU",
  null,
  "VGT",
  null,
  "VUG",
  "VEA",
  "VNQI",
  "VONE",
  "VTWO",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "BRK-B",
  "CRWD",
  "DELL",
  null,
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "TSLA",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 84
Total Value: 310457207
Accession Number: 0001951757-25-000345
Form Type: 13F-HR
CIK: lpwm
Manager Name: Lpwm

Data Enrichment

70% identified

59 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $310.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

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92206C680

VONG|92206C680

Shares:610.0K

Value:$56.6M

% of Portfolio:18.2% ($56.6M/$310.5M)

464287408

IVE|464287408

Shares:294.5K

Value:$56.1M

% of Portfolio:18.1% ($56.1M/$310.5M)

464287473

IWS|464287473

Shares:212.0K

Value:$26.7M

% of Portfolio:8.6% ($26.7M/$310.5M)

46641Q837

Shares:318.8K

Value:$16.1M

% of Portfolio:5.2% ($16.1M/$310.5M)

46432F842

IEFA|46432F842

Shares:193.1K

Value:$14.6M

% of Portfolio:4.7% ($14.6M/$310.5M)

922020805

Shares:256.5K

Value:$12.8M

% of Portfolio:4.1% ($12.8M/$310.5M)

464287242

Shares:99.9K

Value:$10.9M

% of Portfolio:3.5% ($10.9M/$310.5M)

78464A300

Shares:86.0K

Value:$6.7M

% of Portfolio:2.2% ($6.7M/$310.5M)

922042858

VWO|922042858

Shares:145.7K

Value:$6.6M

% of Portfolio:2.1% ($6.6M/$310.5M)

464287655

IWM|464287655

Shares:31.9K

Value:$6.4M

% of Portfolio:2.0% ($6.4M/$310.5M)

922908553

VNQ|922908553

Shares:61.8K

Value:$5.6M

% of Portfolio:1.8% ($5.6M/$310.5M)

464288414

MUB|464288414

Shares:51.3K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$310.5M)

922908744

VTV|922908744

Shares:30.2K

Value:$5.2M

% of Portfolio:1.7% ($5.2M/$310.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.2K

Value:$4.9M

% of Portfolio:1.6% ($4.9M/$310.5M)

46138E297

Shares:179.9K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$310.5M)

46434G764

EMXC|46434G764

Shares:76.2K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$310.5M)

92206C730

VONE|92206C730

Shares:15.8K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$310.5M)

922042676

VNQI|922042676

Shares:96.8K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$310.5M)

46641Q654

Shares:72.0K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$310.5M)

464287499

IWR|464287499

Shares:42.1K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$310.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VONGcusip92206C680)	610.0K	QoQ -1.62% (-10.1K) YoY -7.50% (-49.5K)	All Managers (Combined)	$56.6M	18.2% ($56.6M/$310.5M)	QoQ -11.63% (-$7.5M) YoY +0.25% (-$145.2K)
(IVEcusip464287408)	294.5K	QoQ +5.19% (+14.6K) YoY +9.93% (+26.6K)	All Managers (Combined)	$56.1M	18.1% ($56.1M/$310.5M)	QoQ +5.03% (+$2.7M) YoY +15.30% (+$7.4M)
(IWScusip464287473)	212.0K	QoQ +4.57% (+9.3K) YoY +7.63% (+15.0K)	All Managers (Combined)	$26.7M	8.6% ($26.7M/$310.5M)	QoQ +1.85% (+$485.2K) YoY +11.22% (+$2.7M)
(cusip46641Q837)✕	318.8K	QoQ +73.21% (+134.8K) YoY +85.50% (+147.0K)	All Managers (Combined)	$16.1M	5.2% ($16.1M/$310.5M)	QoQ +74.10% (+$6.9M) YoY +86.83% (+$7.5M)
(IEFAcusip46432F842)	193.1K	QoQ +2.04% (+3.9K) YoY +24.77% (+38.3K)	All Managers (Combined)	$14.6M	4.7% ($14.6M/$310.5M)	QoQ +9.84% (+$1.3M) YoY +29.58% (+$3.3M)
(cusip922020805)✕	256.5K	QoQ +2.91% (+7.3K) YoY +24.70% (+50.8K)	All Managers (Combined)	$12.8M	4.1% ($12.8M/$310.5M)	QoQ +6.06% (+$731.3K) YoY +30.34% (+$3.0M)
(cusip464287242)✕	99.9K	QoQ +2.46% (+2.4K) YoY +1023.80% (+91.0K)	All Managers (Combined)	$10.9M	3.5% ($10.9M/$310.5M)	QoQ +4.23% (+$441.5K) YoY +1051.89% (+$9.9M)
(cusip78464A300)✕	86.0K	QoQ +6.13% (-5.0K) YoY +15.42% (+11.5K)	All Managers (Combined)	$6.7M	2.2% ($6.7M/$310.5M)	QoQ -4.62% (-$327.1K) YoY +15.09% (+$883.9K)
(VWOcusip922042858)	145.7K	QoQ +5.57% (+7.7K) YoY +25.42% (+29.5K)	All Managers (Combined)	$6.6M	2.1% ($6.6M/$310.5M)	QoQ +8.49% (+$516.2K) YoY +34.26% (+$1.7M)
(IWMcusip464287655)	31.9K	QoQ +3.87% (-1.2K) YoY +8.26% (+2.4K)	All Managers (Combined)	$6.4M	2.0% ($6.4M/$310.5M)	QoQ -6.21% (-$421.5K) YoY +7.48% (+$442.9K)
(VNQcusip922908553)	61.8K	QoQ +7.45% (+4.3K) YoY +21.88% (+11.1K)	All Managers (Combined)	$5.6M	1.8% ($5.6M/$310.5M)	QoQ +9.21% (+$472.1K) YoY +33.91% (+$1.4M)
(MUBcusip464288414)	51.3K	QoQ -5.58% (-3.0K) YoY -3.83% (-2.0K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$310.5M)	QoQ -6.56% (-$380.4K) YoY -4.48% (-$254.1K)
(VTVcusip922908744)	30.2K	QoQ -0.47% (-143) YoY -1.75% (-539)	All Managers (Combined)	$5.2M	1.7% ($5.2M/$310.5M)	QoQ +1.55% (-$79.8K) YoY +6.89% (-$336.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.2K	QoQ +1.54% (+140) YoY +1.05% (+96)	All Managers (Combined)	$4.9M	1.6% ($4.9M/$310.5M)	QoQ +19.31% (+$793.0K) YoY +31.55% (+$1.2M)
(cusip46138E297)✕	179.9K	QoQ +7.82% (+13.1K) YoY +35.31% (+47.0K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$310.5M)	QoQ +11.84% (+$462.8K) YoY +37.70% (+$1.2M)
(EMXCcusip46434G764)	76.2K	QoQ +5.42% (+3.9K) YoY +24.28% (+14.9K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$310.5M)	QoQ +4.73% (+$189.8K) YoY +18.88% (+$666.7K)
(VONEcusip92206C730)	15.8K	QoQ -23.15% (-4.8K) YoY -19.60% (-3.9K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$310.5M)	QoQ -26.86% (-$1.5M) YoY -12.82% (-$589.3K)
(VNQIcusip922042676)	96.8K	QoQ +7.08% (+6.4K) YoY +39.11% (+27.2K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$310.5M)	QoQ +9.52% (+$340.5K) YoY +37.51% (+$1.1M)
(cusip46641Q654)✕	72.0K	QoQ +40.09% (+20.6K) YoY +48.71% (+23.6K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$310.5M)	QoQ +40.48% (+$1.1M) YoY +49.54% (+$1.2M)
(IWRcusip464287499)	42.1K	QoQ -2.01% (-864) YoY +6.19% (+2.5K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$310.5M)	QoQ -5.70% (-$216.5K) YoY +10.29% (+$334.0K)