LPWM LLC

CIK

1801101

Location

MINNEAPOLIS, MN

Portfolio Value

Micro $19,260,509

Diversification

Diversified

Filing Date

Global Rank

#7,746 / 8,603 ▼ 9 · as of Mar 2026

Top Industry

Semiconductors 30.5%

3Y Alpha vs SPY

+3.6%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.0%

SPY

+76.5%

Annualised alpha

+3.6%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.2%

+1.1 pts

Top 5

64.0%

+1.0 pts

Top 10

83.7%

+1.3 pts

HHI

1,159

Diversified+63

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$7,542,380	6
Financial Services	24.3%	$4,680,913	3
Consumer Cyclical	12.8%	$2,473,325	2
Communication Services	7.9%	$1,513,369	2
Unclassified	6.6%	$1,264,223	2
Healthcare	3.6%	$697,039	1
Industrials	2.7%	$525,219	2
Basic Materials	1.6%	$316,031	1
Consumer Defensive	1.3%	$248,010	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+270	7,913	$1,648,040
CRWD	CrowdStrike Holdings, Inc.	+162	879	$85,792
UNH	Unitedhealth Group Inc	+133	2,576	$697,039
TSLA	Tesla, Inc.	+126	2,220	$825,285
JPM	Jpmorgan Chase & Co	+68	1,128	$331,812
SPY	Spdr S&P 500 ETF Trust	+58	910	$591,809
MSFT	Microsoft Corp	+31	1,806	$668,527
QQQ	Invesco Qqq Trust, Series 1	+27	1,165	$672,414
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,273	22,996	$4,010,502
AVGO	Broadcom Inc.	−1,029	4,750	$1,470,172
GOOGL	Alphabet Inc.	−551	3,884	$1,116,883
BRK-B	Berkshire Hathaway Inc	−508	8,510	$4,077,992
DELL	Dell Technologies Inc.	−305	2,266	$371,918
AAPL	Apple Inc.	−237	3,686	$935,469
MMM	3M Co	−120	3,049	$442,806
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COR	Cencora, Inc.	2,063	$696,778
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $19,260,509 total · as of Mar 31, 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
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,510	-508	$4,077,992	−10.0%	21.17%
NVDA	Nvidia Corp Technology	Reduced	22,996	-1,273	$4,010,502	−11.4%	20.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,913	+270	$1,648,040	−6.6%	8.56%
AVGO	Broadcom Inc. Technology	Reduced	4,750	-1,029	$1,470,172	−26.5%	7.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,884	-551	$1,116,883	−19.5%	5.80%
AAPL	Apple Inc. Technology	Reduced	3,686	-237	$935,469	−12.3%	4.86%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,220	+126	$825,285	−12.4%	4.28%
UNH	Unitedhealth Group Inc Healthcare	Added	2,576	+133	$697,039	−13.6%	3.62%
QQQ	Invesco Qqq Trust, Series 1	Added	1,165	+27	$672,414	−3.8%	3.49%
MSFT	Microsoft Corp Technology	Added	1,806	+31	$668,527	−22.1%	3.47%
SPY	Spdr S&P 500 ETF Trust	Added	910	+58	$591,809	+1.9%	3.07%
MMM	3M Co Industrials	Reduced	3,049	-120	$442,806	−12.7%	2.30%
META	Meta Platforms, Inc. Communication Services	Held	693	0	$396,486	−13.3%	2.06%
DELL	Dell Technologies Inc. Technology	Reduced	2,266	-305	$371,918	+14.9%	1.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,128	+68	$331,812	−2.9%	1.72%
ECL	Ecolab Inc. Basic Materials	Held	1,188	0	$316,031	+1.3%	1.64%
V	Visa Inc. Financial Services	Held	897	0	$271,109	−13.8%	1.41%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,500	0	$248,010	+3.1%	1.29%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	879	+162	$85,792	+2.1%	0.45%
ENVX	Enovix Corp Industrials	Held	15,910	0	$82,413	−29.1%	0.43%