LPWM LLC

CIK

1801101

Location

MINNEAPOLIS, MN

Portfolio Value

Micro $23,729,413

Diversification

Diversified

Filing Date

Global Rank

#7,662 / 8,517 ▲ 176

Top Industry

Semiconductors 28.6%

3Y Alpha vs SPY

+68.1%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+567.5%

SPY

+75.3%

Annualised alpha

+67.7%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.2%

+5.3 pts

Top 5

56.6%

−0.0 pts

Top 10

77.6%

+1.8 pts

HHI

935

Diversified+131

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.7%	$10,132,122	8
Financial Services	19.8%	$4,686,890	3
Consumer Cyclical	15.1%	$3,586,337	3
Communication Services	6.8%	$1,613,279	2
Unclassified	6.3%	$1,505,822	2
Healthcare	4.5%	$1,070,662	1
Industrials	2.2%	$531,948	2
Basic Materials	1.4%	$330,988	1
Consumer Defensive	1.1%	$271,365	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+433	2,239	$835,191
TSLA	Tesla, Inc.	+339	2,559	$1,076,315
V	Visa Inc.	+23	920	$315,642
SPY	Spdr S&P 500 ETF Trust	+2	912	$681,054
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,367	3,422	$1,222,920
BRK-B	Berkshire Hathaway Inc	−505	8,005	$4,005,621
MMM	3M Co	−360	2,689	$435,375
NVDA	Nvidia Corp	−243	22,753	$4,552,647
AAPL	Apple Inc.	−129	3,557	$1,029,253
AMZN	Amazon Com Inc	−104	7,809	$1,861,197
QQQ	Invesco Qqq Trust, Series 1	−45	1,120	$824,768
JPM	Jpmorgan Chase & Co	−11	1,117	$365,627
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LTH	Life Time Group Holdings, Inc.	15,887	$648,825
AMAT	Applied Materials Inc /De	702	$507,546
UBER	Uber Technologies, Inc	3,711	$267,785
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	65,778	$4,215,054
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	31,727	$2,907,462
VXUS	Vanguard Total International Stock ETF	12,365	$953,465
VXF	Vanguard Extended Market ETF	3,335	$686,343
VB	Vanguard Morningstar Small-Cap ETF	2,523	$660,824
VEU	Vanguard FTSE All-World Ex-US ETF	3,802	$285,530
XOM	ExxonMobil Holdings Corp	1,434	$243,292
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $23,729,413 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	22,753	-243	$4,552,647	+13.5%	19.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,005	-505	$4,005,621	−1.8%	16.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,809	-104	$1,861,197	+12.9%	7.84%
AVGO	Broadcom Inc. Technology	Held	4,750	0	$1,794,312	+22.0%	7.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,422	-3,367	$1,222,920	−37.3%	5.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,559	+339	$1,076,315	+30.4%	4.54%
UNH	Unitedhealth Group Inc Healthcare	Held	2,576	0	$1,070,662	+53.6%	4.51%
AAPL	Apple Inc. Technology	Reduced	3,557	-129	$1,029,253	+10.0%	4.34%
DELL	Dell Technologies Inc. Technology	Held	2,266	0	$977,688	+162.9%	4.12%
MSFT	Microsoft Corp Technology	Added	2,239	+433	$835,191	+24.9%	3.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,120	-45	$824,768	+22.7%	3.48%
SPY	Spdr S&P 500 ETF Trust	Added	912	+2	$681,054	+15.1%	2.87%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	NEW	15,887	NEW	$648,825	NEW	2.73%
AMAT	Applied Materials Inc /De Technology	NEW	702	NEW	$507,546	NEW	2.14%
MMM	3M Co Industrials	Reduced	2,689	-360	$435,375	−1.7%	1.83%
META	Meta Platforms, Inc. Communication Services	Held	693	0	$390,359	−1.5%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,117	-11	$365,627	+10.2%	1.54%
ECL	Ecolab Inc. Basic Materials	Held	1,188	0	$330,988	+4.7%	1.39%
V	Visa Inc. Financial Services	Added	920	+23	$315,642	+16.4%	1.33%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,500	0	$271,365	+9.4%	1.14%
UBER	Uber Technologies, Inc Technology	NEW	3,711	NEW	$267,785	NEW	1.13%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	879	0	$167,700	−51.1%	0.71%
ENVX	Enovix Corp Industrials	Held	15,910	0	$96,573	+17.2%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.