StockDriftsStockDriftsTop 50 Lpwm LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 19.35% | 682.4K | $87.2M | +3.31%(+21.88K) | $57.04(+126.67%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 15.18% | 314.0K | $68.4M | +666.39%(+273.04K) | $196.33(+15.88%) | 2026-06-30 | |
| IWS | ISHARES TR | 7.9% | 216.4K | $35.6M | -4.54%(-10.28K) | $102.19(+68.76%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.13% | 546.4K | $27.6M | +7.26%(+37.00K) | $50.47(+0.07%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.86% | 226.6K | $21.9M | +5.91%(+12.65K) | $71.06(+42.58%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 4.42% | 384.5K | $19.9M | +1.14%(+4.35K) | $46.88(+12.15%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4% | 359.2K | $18.0M | +17.50%(+53.51K) | $49.66(+0.09%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.74% | 54.3K | $12.3M | -83.64%(-277.58K) | $142.73(+66.14%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.46% | 36.9K | $11.1M | -1.72%(-645) | $207.62(+46.31%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 2.45% | 101.3K | $11.1M | +0.49%(+489) | $77.51(+43.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.64% | +6.76% | +38.68% |
| Top 20 Holdings Unweighted | +10.75% | +35.86% | +4.13% | +22.45% |
Lpwm LLC reports $450.72M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are VONG (19.4%), VTV (15.2%) and IWS (7.9%). The top 20 holdings account for 81.33% of reported assets. Its disclosed equity book has returned +43.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lpwm LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801101). View Lpwm LLC’s 13F filings on SEC