LPWM LLC holds a focused book of 98 stocks worth $450.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Life Time Group Holdings Inc and trimmed Ishares Russell Mid-Cap Valu. Their largest long position is Vanguard Russell 1000 Growth at 19% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801101/holdings"
Use Arkolith to show LPWM LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning LPWM LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $87.2M | 682.4K | 19.4% | ▲+3.3% Added · +22K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $68.4M | 314.0K | 15.2% | ▲+666% Added · +273K sh | |
| 3 | Ishares TR RUS MDCP VAL ETF | $35.6M | 216.4K | 7.9% | ▼−4.5% Reduced · −10K sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $27.6M | 546.4K | 6.1% | ▲+7.3% Added · +37K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $21.9M | 226.6K | 4.9% | ▲+5.9% Added · +13K sh | |
| 6 | SPDR Index SHS FDS ST PORT MARK ETF | $19.9M | 384.5K | 4.4% | ▲+1.1% Added · +4K sh | |
| 7 | Vanguard Malvern FDS STRM INFPROIDX | $18.0M | 359.2K | 4.0% | ▲+18% Added · +54K sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $12.3M | 54.3K | 2.7% | ▼−84% Reduced · −278K sh | |
| 9 | Ishares TR RUSSELL 2000 ETF | $11.1M | 36.9K | 2.5% | ▼−1.7% Reduced · −645 sh | |
| 10 | SPDR Series Trust ST STR SP600SM C | $11.1M | 101.3K | 2.5% | ▲+0.5% Added · +489 sh | |
| 11 | Vanguard Index FDS REAL ESTATE ETF | $6.3M | 65.2K | 1.4% | ▼−0.7% Reduced · −435 sh | |
| 12 | Ishares TR S&P 500 GRWT ETF | $6.1M | 44.2K | 1.3% | ▲+73% Added · +19K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $6.0M | 60.2K | 1.3% | ▲+0.9% Added · +551 sh | |
| 14 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $5.7M | 112.3K | 1.3% | ▲+26% Added · +23K sh | |
| 15 | Vanguard Scottsdale FDS VNG RUS1000IDX | $5.7M | 16.8K | 1.3% | ▲+3.7% Added · +606 sh | |
| 16 | Ishares TR RUS MID CAP ETF | $5.5M | 49.5K | 1.2% | ▲~0% Added · +17 sh | |
| 17 | Vanguard Index FDS MCAP VL IDXVIP | $4.8M | 24.2K | 1.1% | ▼−0.8% Reduced · −208 sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.7M | 66.1K | 1.0% | ▲+0.4% Added · +279 sh | |
| 19 | Nvidia Corporation COM | $4.6M | 22.8K | 1.0% | ▼−1.1% Reduced · −243 sh | |
| 20 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.1M | 26.7K | 0.9% | ▲+3.9% Added · +999 sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $4.0M | 8.0K | 0.9% | ▼−5.9% Reduced · −505 sh | |
| 22 | Vanguard World FD INF TECH ETF | $3.9M | 32.7K | 0.9% | ▲+698% Added · +29K sh | |
| 23 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.8M | 75.3K | 0.8% | ▲+15% Added · +10K sh | |
| 24 | Vanguard Intl Equity Index F GLB EX US ETF | $3.7M | 83.1K | 0.8% | ▲+3.1% Added · +3K sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $3.6M | 47.3K | 0.8% | ▲+5.2% Added · +2K sh | |
| 26 | SPDR Series Trust ST STR BLO 1 ETF | $2.8M | 30.9K | 0.6% | ▼−2.5% Reduced · −795 sh | |
| 27 | Ishares Inc CORE MSCI EMKT | $2.7M | 33.0K | 0.6% | ▲+7.5% Added · +2K sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.4K | 0.6% | ▲+1.4% Added · +101 sh | |
| 29 | Vanguard Scottsdale FDS VNG RUS1000VAL | $2.2M | 20.9K | 0.5% | ▲+12% Added · +2K sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $2.1M | 11.0K | 0.5% | ▲+0.2% Added · +24 sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $2.0M | 18.8K | 0.4% | ▼−0.9% Reduced · −169 sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $1.9M | 41.8K | 0.4% | ▲+6.9% Added · +3K sh | |
| 33 | Ishares TR IBOXX INV CP ETF | $1.9M | 17.5K | 0.4% | ▲+15% Added · +2K sh | |
| 34 | Amazon Com Inc COM | $1.9M | 7.8K | 0.4% | ▼−1.3% Reduced · −104 sh | |
| 35 | Broadcom Inc COM | $1.8M | 4.8K | 0.4% | —Held | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.6K | 0.4% | ▲+1.8% Added · +47 sh | |
| 37 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.7M | 28.9K | 0.4% | ▲+12% Added · +3K sh | |
| 38 | Ishares TR 0-3 MTH TREASURY | $1.7M | 16.5K | 0.4% | ▲+212% Added · +11K sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $1.5M | 7.0K | 0.3% | ▼−2.3% Reduced · −164 sh | |
| 40 | Vanguard Index FDS GROWTH ETF | $1.4M | 15.8K | 0.3% | ▲+512% Added · +13K sh | |
| 41 | Vanguard Scottsdale FDS VNG RUS2000IDX | $1.3M | 10.3K | 0.3% | ▲+13% Added · +1K sh | |
| 42 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.3% | ▼−12% Reduced · −462 sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $1.2M | 13.5K | 0.3% | ▲+9.5% Added · +1K sh | |
| 44 | Select Sector SPDR TR ST STR ENERG ETF | $1.1M | 20.6K | 0.2% | —Held | |
| 45 | Vanguard World FD COMM SRVC ETF | $1.1M | 5.9K | 0.2% | —Held | |
| 46 | Tesla Inc COM | $1.1M | 2.6K | 0.2% | ▲+15% Added · +339 sh | |
| 47 | Unitedhealth Group Inc COM | $1.1M | 2.6K | 0.2% | —Held | |
| 48 | Apple Inc COM | $1.0M | 3.6K | 0.2% | ▼−3.5% Reduced · −129 sh | |
| 49 | Select Sector SPDR TR ST STR CARE ETF | $1.0M | 6.4K | 0.2% | ▼−1.8% Reduced · −118 sh | |
| 50 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.2% | ▼−1.0% Reduced · −28 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 98 | $450.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 94 | $396.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 87 | $396.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 84 | $374.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 83 | $342.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 84 | $310.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 78 | $311.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 77 | $305.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.