LPWM LLC

CIK

1801101

Location

MINNEAPOLIS, MN

Portfolio Value

Micro $316,031

Diversification

Diversified

Filing Date

Global Rank

#7,729 / 8,588 ▲ 4

Top Industry

Semiconductors 29.6%

3Y Alpha vs SPY

+3.2%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+93.1%

SPY

+76.8%

Annualised alpha

+3.6%

Max drawdown

−21.1%

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

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

Top Position

20.6%

+0.8 pts

Top 5

62.4%

+0.1 pts

Top 10

81.6%

+0.1 pts

HHI

1,105

Diversified+31

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$7,799,758	6
Financial Services	23.7%	$4,680,913	3
Consumer Cyclical	12.5%	$2,473,325	2
Communication Services	7.7%	$1,513,369	2
Unclassified	6.4%	$1,264,223	2
Healthcare	3.5%	$697,039	1
Industrials	2.7%	$525,219	2
Basic Materials	1.6%	$316,031	1
Consumer Defensive	1.3%	$248,010	1
Energy	1.2%	$243,292	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	$343,170
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

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,434	$243,292
No positions match the current search.

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

1 positions · $316,031 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
ECL	Ecolab Inc. Basic Materials	Held	1,188	0	$316,031	+1.3%	100.00%