Institutional Fund
Lpwm LLC
Minneapolis, MNCIK 18011015 filings on record
Portfolio Value
$396.34M
Q1 2026
Holdings
94
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-0.0%
from $396.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds18.3%
- Ishares Tr17.7%
- Ishares Tr8.3%
- J P Morgan Exchange Traded F6.5%
- Ishares Tr4.9%
- Spdr Index Shs Fds4.5%
- Other39.8%
Portfolio Holdings
94 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 660.6K | $72.46M | 18.3% | +840 | Added |
| 2 | Ishares Tr | 331.9K | $70.08M | 17.7% | +2.5K | Added |
| 3 | Ishares Tr | 226.7K | $33.04M | 8.3% | −4.9K | Reduced |
| 4 | J P Morgan Exchange Traded F | 509.4K | $25.78M | 6.5% | +187.5K | Added |
| 5 | Ishares Tr | 214.0K | $19.37M | 4.9% | +17.8K | Added |
| 6 | Spdr Index Shs Fds | 380.1K | $17.83M | 4.5% | +380.1K | New |
| 7 | Vanguard Malvern Fds | 305.7K | $15.27M | 3.9% | +29.9K | Added |
| 8 | Spdr Series Trust | 100.8K | $9.54M | 2.4% | −120 | Reduced |
| 9 | Ishares Tr | 37.6K | $9.32M | 2.4% | −2.3K | Reduced |
| 10 | Vanguard Index Fds | 41.0K | $8.04M | 2.0% | +4.2K | Added |
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