LPWM LLC

CIK

1801101

Location

MINNEAPOLIS, MN

Portfolio Value

Small $448,318,692

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,953 / 8,811 ▲ 1219 · as of Jun 2026

Top Industry

Semiconductors 26.4%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.8% of the book (60%+)

Turnover

Medium turnover

30.7% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+), a floor since 75.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.8%; sector active share 85.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

100 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.0%

−0.8 pts

Top 5

78.3%

+0.1 pts

Top 10

89.7%

−0.1 pts

HHI

1,606

Moderately concentrated−14

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.4%	$423,009,597	73
Technology	2.7%	$11,932,453	9
Financial Services	1.0%	$4,543,298	4
Consumer Cyclical	0.7%	$3,270,467	3
Communication Services	0.6%	$2,637,469	3
Healthcare	0.3%	$1,270,378	2
Industrials	0.1%	$599,048	2
Consumer Defensive	0.1%	$496,398	2
Basic Materials	0.1%	$326,201	1
Energy	0.1%	$233,383	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PUSH	PGIM Ultra Short Municipal Bond ETF	+32,829	44,837	$2,230,640
SGOV	iShares 0-3 Month Treasury Bond ETF	+29,170	45,698	$4,600,874
JMST	JPMorgan Ultra-Short Municipal Income ETF	+28,782	141,108	$7,134,420
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+21,272	96,622	$4,576,017
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+6,801	689,236	$88,863,197
IEFA	iShares Core MSCI EAFE ETF	+6,071	232,715	$22,545,429
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+4,790	364,020	$17,917,064
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+4,781	389,237	$20,146,907
IJH	iShares Core S&P Mid-Cap ETF	+3,452	50,759	$3,652,110
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,659	31,572	$1,872,535
CRWD	CrowdStrike Holdings, Inc.	+2,637	3,516	$930,861
IXUS	iShares Core MSCI Total International Stock ETF	+2,217	5,204	$494,327
VXUS	Vanguard Total International Stock ETF	+1,527	15,072	$1,280,517
VTV	VANGUARD VALUE INDEX FUND	+1,263	315,275	$68,124,622
IEMG	iShares Trust	+1,158	34,161	$0
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+916	21,832	$2,373,138
IVW	iShares S&P 500 Growth ETF	+837	45,029	$6,405,825
EMXC	iShares MSCI Emerging Markets ex China ETF	+674	8,744	$866,355
IWF	iShares Russell 1000 Growth ETF	+594	5,885	$737,155
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	+586	83,644	$3,556,542
VEA	Vanguard FTSE Developed Markets ETF	+539	66,596	$4,702,343
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	+490	10,816	$1,213,987
IWR	iShares Russell Mid-Cap ETF	+469	49,968	$5,332,085
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+369	3,878	$644,833
QUAL	iShares MSCI USA Quality Factor ETF	+360	7,321	$0
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
LTH	Life Time Group Holdings, Inc.	−6,191	9,696	$386,676
JPST	JPMorgan Ultra-Short Income ETF	−3,862	542,498	$27,325,624
MUB	iShares National Muni Bond ETF	−3,680	15,078	$1,524,385
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−1,691	18,899	$1,162,288
IWS	iShares Russell Mid-Cap Value ETF	−1,395	215,015	$34,561,511
—		−1,307	29,625	$0
IVE	iShares S&P 500 Value ETF	−1,021	53,294	$12,165,954
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−965	100,347	$10,250,446
AGG	iShares Core U.S. Aggregate Bond ETF	−513	59,651	$5,639,405
NVDA	Nvidia Corp	−342	22,411	$5,118,224
IEZ	iShares U.S. Oil Equipment & Services ETF	−316	7,587	$201,207
BRK-B	Berkshire Hathaway Inc	−287	7,718	$3,843,178
AVGO	Broadcom Inc.	−284	4,466	$1,568,414
MMM	3M Co	−261	2,428	$398,556
DELL	Dell Technologies Inc.	−253	2,013	$1,082,893
EELV	Invesco Ltd.	−242	9,676	$0
UBER	Uber Technologies, Inc	−232	3,479	$238,346
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−177	6,244	$1,051,614
GOOG	Alphabet Inc.	−67	2,810	$957,479
ICVT	iShares Convertible Bond ETF	−24	6,165	$696,244
VV	VANGUARD LARGE-CAP INDEX FUND	−22	2,454	$863,439
SCZ	iShares MSCI EAFE Small-Cap ETF	−8	3,481	$293,866
VUG	VANGUARD GROWTH INDEX FUND	−3	15,820	$1,425,540
TIP	iShares TIPS Bond ETF	−2	2,838	$295,265
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	222	$256,871
PLTR	Palantir Technologies Inc.	1,299	$242,977
XOM	ExxonMobil Holdings Corp	1,434	$233,383
SCHX	Schwab U.S. Large-Cap ETF	7,753	$232,590
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	5,867	$231,394
DFLV	Dimensional US Large Cap Value ETF	5,582	$224,228
COST	Costco Wholesale Corp /New	225	$204,826
SPCX	Space Exploration Technologies Corp	1,329	$200,492
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SUB	iShares Short-Term National Muni Bond ETF	2,501	$266,281
—		9,684	$236,967
STIP	iShares 0-5 Year TIPS Bond ETF	2,004	$204,728
SMH	VanEck Semiconductor ETF	306	$200,702
ENVX	Enovix Corp	15,910	$96,573
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $448,318,692 total · filing declares 101 positions · $457,898,782 · as of Sep 30, 2026

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

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	689,236	+6,801	$88,863,197	+1.9%	19.82%
VTV	VANGUARD VALUE INDEX FUND	Added	315,275	+1,263	$68,124,622	−0.5%	15.20%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	215,015	-1,395	$34,561,511	−3.0%	7.71%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	542,498	-3,862	$27,325,624	−1.1%	6.10%
IEFA	iShares Core MSCI EAFE ETF	Added	232,715	+6,071	$22,545,429	+3.0%	5.03%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	389,237	+4,781	$20,146,907	+1.2%	4.49%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	364,020	+4,790	$17,917,064	−0.7%	4.00%
IVE	iShares S&P 500 Value ETF	Reduced	53,294	-1,021	$12,165,954	−1.4%	2.71%
IWM	iShares Russell 2000 ETF	Added	37,262	+330	$10,354,737	−6.7%	2.31%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	100,347	-965	$10,250,446	−7.3%	2.29%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	141,108	+28,782	$7,134,420	+24.5%	1.59%
IVW	iShares S&P 500 Growth ETF	Added	45,029	+837	$6,405,825	+5.4%	1.43%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Added	17,126	+346	$5,891,344	+3.7%	1.31%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	65,330	+120	$5,855,527	−6.9%	1.31%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	59,651	-513	$5,639,405	−5.3%	1.26%
IWR	iShares Russell Mid-Cap ETF	Added	49,968	+469	$5,332,085	−2.4%	1.19%
NVDA	Nvidia Corp Technology	Reduced	22,411	-342	$5,118,224	+12.4%	1.14%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	24,227	+1	$4,737,105	−1.0%	1.06%
VEA	Vanguard FTSE Developed Markets ETF	Added	66,596	+539	$4,702,343	−0.1%	1.05%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	45,698	+29,170	$4,600,874	+176.5%	1.03%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	96,622	+21,272	$4,576,017	+20.1%	1.02%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	27,022	+280	$4,195,165	+1.7%	0.94%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	32,792	+120	$4,120,970	+5.5%	0.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,718	-287	$3,843,178	−4.1%	0.86%
IJH	iShares Core S&P Mid-Cap ETF	Added	50,759	+3,452	$3,652,110	+0.1%	0.81%
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	Added	83,644	+586	$3,556,542	−4.5%	0.79%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	7,495	+110	$2,804,928	+2.6%	0.63%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	21,832	+916	$2,373,138	+6.7%	0.53%
PUSH	PGIM Ultra Short Municipal Bond ETF	Added	44,837	+32,829	$2,230,640	+268.5%	0.50%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	11,022	+34	$2,157,556	+3.1%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,842	+33	$1,953,834	+5.0%	0.44%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	31,572	+2,659	$1,872,535	+8.5%	0.42%
VOO	VANGUARD 500 INDEX FUND	Added	2,634	+45	$1,846,065	+3.8%	0.41%
IUSB	iShares Core Universal USD Bond ETF	Held	41,822	0	$1,843,931	−4.5%	0.41%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Held	17,522	0	$1,790,397	−6.3%	0.40%
AVGO	Broadcom Inc. Technology	Reduced	4,466	-284	$1,568,414	−12.6%	0.35%
MUB	iShares National Muni Bond ETF	Reduced	15,078	-3,680	$1,524,385	−24.5%	0.34%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	15,820	-3	$1,425,540	+4.6%	0.32%
VXUS	Vanguard Total International Stock ETF	Added	15,072	+1,527	$1,280,517	+10.6%	0.29%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	10,816	+490	$1,213,987	−3.2%	0.27%
AAPL	Apple Inc. Technology	Added	3,595	+38	$1,197,206	+16.3%	0.27%
MSFT	Microsoft Corp Technology	Added	2,329	+90	$1,194,544	+43.0%	0.27%
GOOGL	Alphabet Inc. Communication Services	Held	3,422	0	$1,177,441	−3.7%	0.26%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	18,899	-1,691	$1,162,288	+6.3%	0.26%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Held	5,912	0	$1,126,768	+3.6%	0.25%
DELL	Dell Technologies Inc. Technology	Reduced	2,013	-253	$1,082,893	+10.8%	0.24%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	6,244	-177	$1,051,614	+3.2%	0.23%
UNH	Unitedhealth Group Inc Healthcare	Added	2,761	+185	$1,013,507	−5.3%	0.23%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	3,032	+237	$958,354	+14.7%	0.21%
GOOG	Alphabet Inc. Communication Services	Reduced	2,810	-67	$957,479	−5.8%	0.21%

Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.