Lpwm LLC Portfolio Holdings

Lpwm LLC

  • $375 Million
  • Q3 2025

Lpwm LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $375 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $77.6M, Ishares S&P 500 Value ETF with a value of $65.5M, Ishares Russell Midcap Value E with a value of $31.5M, Jp Morgan ETF Tr Ultra Short I with a value of $18.1M, and Ishares Tr with a value of $16.7M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $343M to 375M.

Lpwm LLC is based out at Minneapolis, MN

Below you can find more details about Lpwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $375 Million
ETFs: $354 Million
Technology: $9.02 Million
Financial Services: $5.2 Million
Consumer Cyclical: $2.44 Million
Communication Services: $2.06 Million
Healthcare: $718,000
Industrials: $659,000
Basic Materials: $325,000
Other: $244,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.6 Million 20.73% of portfolio
644,323
Q3 2025 Added 2.28%
$0
$65.5 Million 17.49% of portfolio
317,272
Q3 2025 Added 3.12%
$0
$31.5 Million 8.4% of portfolio
225,308
Q3 2025 Added 1.64%
$0
$18.1 Million 4.82% of portfolio
356,165
Q3 2025 Added 0.52%
$0
$16.7 Million 4.46% of portfolio
191,161
Q3 2025 Added 3.53%
$0
$13.3 Million 3.56% of portfolio
263,627
Q3 2025 Added 2.44%
$0
$12.7 Million 3.4% of portfolio
235,206
Q3 2025 Added 3.03%
$0
$11.1 Million 2.97% of portfolio
99,836
Q3 2025 Added 1.73%
$0
$8.71 Million 2.32% of portfolio
98,199
Q3 2025 Added 0.99%
$0
$8.56 Million 2.29% of portfolio
35,375
Q3 2025 Added 1.34%
$0
$6.07 Million 1.62% of portfolio
32,531
Q3 2025 Added 3.06%
$0
$5.89 Million 1.57% of portfolio
64,438
Q3 2025 Added 2.29%
$469B
$4.9 Million 1.31% of portfolio
26,257
Q3 2025 Reduced 6.38%
$0
$4.74 Million 1.27% of portfolio
15,671
Q3 2025 Added 0.69%
$0
$4.7 Million 1.25% of portfolio
176,453
Q3 2025 Added 1.93%
$649B
$4.65 Million 1.24% of portfolio
9,251
Q3 2025 Reduced 2.57%
$0
$4.49 Million 1.2% of portfolio
46,454
Q3 2025 Added 10.97%
$0
$4.29 Million 1.15% of portfolio
89,887
Q3 2025 Added 1.96%
$0
$3.84 Million 1.03% of portfolio
21,993
Q3 2025 Added 2.42%
$0
$3.56 Million 0.95% of portfolio
24,957
Q3 2025 Added 1.54%
$0
$3.43 Million 0.92% of portfolio
34,190
Q3 2025 Added 4.88%
$0
$3.26 Million 0.87% of portfolio
65,027
Q3 2025 Added 2.12%
$0
$3.23 Million 0.86% of portfolio
53,877
Q3 2025 Added 2.99%
$0
$3.16 Million 0.84% of portfolio
34,490
Q3 2025 Added 71.4%
$0
$2.47 Million 0.66% of portfolio
20,459
Q3 2025 Added 7.35%
$0
$2.46 Million 0.66% of portfolio
3,301
Q3 2025 Added 4.96%
$0
$2.31 Million 0.62% of portfolio
21,688
Q3 2025 Reduced 5.12%
$0
$2.23 Million 0.59% of portfolio
6,787
Q3 2025 Added 1.28%
$142B
$1.8 Million 0.48% of portfolio
5,471
Q3 2025 Added 0.26%
$0
$1.79 Million 0.48% of portfolio
20,044
Q3 2025 Added 0.19%
$0
$1.6 Million 0.43% of portfolio
5,677
Q3 2025 Reduced 1.05%
$2.49T
$1.51 Million 0.4% of portfolio
6,871
Q3 2025 Added 2.87%
$0
$1.47 Million 0.39% of portfolio
2,408
Q2 2025 Added 0.33%
$0
$1.35 Million 0.36% of portfolio
20,716
Q3 2025 Added 45.08%
$0
$1.22 Million 0.33% of portfolio
6,277
Q3 2025 Added 2.2%
$0
$1.2 Million 0.32% of portfolio
22,342
Q3 2025 Added 3.77%
$0
$1.2 Million 0.32% of portfolio
2,497
Q3 2025 Reduced 13.3%
$0
$1.09 Million 0.29% of portfolio
23,430
Q2 2025 Added 109.57%
$1.67T
$1.1 Million 0.29% of portfolio
4,535
Q3 2025 Added 0.2%
$0
$1.02 Million 0.27% of portfolio
5,415
Q3 2025 Added 3.91%
$4.31T
$963,000 0.26% of portfolio
3,784
Q3 2025 Reduced 4.61%
$1.36T
$934,000 0.25% of portfolio
2,101
Q3 2025 Added 44.4%
$0
$821,000 0.22% of portfolio
9,193
Q3 2025 Added 7.89%
$0
$793,000 0.21% of portfolio
2,578
Q2 2021 Reduced 0.19%
$0
$774,000 0.21% of portfolio
2,985
Q3 2025 Added 4.96%
$0
$731,000 0.2% of portfolio
3,493
Q4 2023 Added 8.01%
$0
$703,000 0.19% of portfolio
5,053
Q3 2025 Added 1.0%
$303B
$718,000 0.19% of portfolio
2,081
Q3 2025 Reduced 6.51%
$3.7T
$678,000 0.18% of portfolio
1,310
Q3 2025 Added 1.24%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $375 Million
  • Prior Value $343 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Lpwm LLC Portfolio

Follow Lpwm LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpwm LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpwm LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email