Lpwm LLC Portfolio Holdings

Lpwm LLC

  • $343 Million
  • Q2 2025

Lpwm LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $343 Million distributed in 83 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 $68.8M, Ishares S&P 500 Value ETF with a value of $60.1M, Ishares Russell Midcap Value E with a value of $29.3M, Jp Morgan ETF Tr Ultra Short I with a value of $18M, and Ishares Tr with a value of $15.4M.

Examining the 13F form we can see an increase of $33.3M in the current position value, from $309M to 343M.

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 $343 Million
ETFs: $323 Million
Technology: $8.07 Million
Financial Services: $5.5 Million
Consumer Cyclical: $1.93 Million
Communication Services: $1.68 Million
Industrials: $735,000
Healthcare: $694,000
Basic Materials: $320,000
Other: $489,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.8 Million 20.08% of portfolio
629,957
Q2 2025 Added 3.26%
$0
$60.1 Million 17.55% of portfolio
307,687
Q2 2025 Added 4.49%
$0
$29.3 Million 8.55% of portfolio
221,668
Q2 2025 Added 4.57%
$0
$18 Million 5.24% of portfolio
354,315
Q2 2025 Added 11.13%
$0
$15.4 Million 4.5% of portfolio
184,640
Q2 2025 Reduced 4.37%
$0
$12.9 Million 3.78% of portfolio
257,351
Q2 2025 Added 0.35%
$0
$11.3 Million 3.3% of portfolio
228,288
Q2 2025 Added 56.71%
$0
$10.8 Million 3.14% of portfolio
98,141
Q2 2025 Reduced 1.75%
$0
$7.76 Million 2.26% of portfolio
97,237
Q2 2025 Added 13.09%
$0
$7.53 Million 2.2% of portfolio
34,907
Q2 2025 Added 9.54%
$0
$5.61 Million 1.64% of portfolio
62,998
Q2 2025 Added 1.99%
$0
$5.58 Million 1.63% of portfolio
31,565
Q2 2025 Added 4.41%
$611B
$4.61 Million 1.35% of portfolio
9,495
Q2 2025 Added 3.21%
$0
$4.52 Million 1.32% of portfolio
173,115
Q2 2025 Reduced 3.78%
$447B
$4.43 Million 1.29% of portfolio
28,047
Q2 2025 Reduced 1.2%
$0
$4.35 Million 1.27% of portfolio
15,564
Q2 2025 Reduced 1.41%
$0
$4.07 Million 1.19% of portfolio
88,159
Q2 2025 Reduced 8.89%
$0
$3.85 Million 1.12% of portfolio
41,863
Q2 2025 Reduced 0.52%
$0
$3.53 Million 1.03% of portfolio
21,473
Q2 2025 Added 0.42%
$0
$3.3 Million 0.96% of portfolio
24,579
Q2 2025 Reduced 8.19%
$0
$3.23 Million 0.94% of portfolio
32,598
Q2 2025 Reduced 2.03%
$0
$3.12 Million 0.91% of portfolio
63,677
Q2 2025 Added 306.08%
$0
$2.98 Million 0.87% of portfolio
52,311
Q2 2025 Added 0.15%
$0
$2.39 Million 0.7% of portfolio
22,859
Q2 2025 Reduced 55.48%
$0
$2.09 Million 0.61% of portfolio
3,145
Q2 2025 Reduced 0.54%
$0
$2.1 Million 0.61% of portfolio
19,058
Q2 2025 Reduced 2.32%
$0
$2.04 Million 0.59% of portfolio
6,701
Q2 2025 Reduced 0.42%
$0
$1.85 Million 0.54% of portfolio
20,123
Q2 2025 Added 37.73%
$0
$1.7 Million 0.5% of portfolio
20,006
Q2 2025 Reduced 0.43%
$122B
$1.5 Million 0.44% of portfolio
5,457
Q2 2025 Added 0.07%
$2.26T
$1.47 Million 0.43% of portfolio
6,679
Q2 2025 Added 1.78%
$0
$1.45 Million 0.42% of portfolio
5,737
Q2 2025 Reduced 0.73%
$0
$1.37 Million 0.4% of portfolio
2,408
Q2 2025 Added 0.33%
$0
$1.26 Million 0.37% of portfolio
2,880
Q2 2025 Added 4.16%
$0
$1.15 Million 0.34% of portfolio
21,531
Q2 2025 Added 1.57%
$0
$1.12 Million 0.33% of portfolio
6,142
Q2 2025 Reduced 0.03%
$0
$1.08 Million 0.32% of portfolio
23,430
Q2 2025 Added 109.57%
$0
$891,000 0.26% of portfolio
5,211
Q2 2025 Added 0.06%
$0
$885,000 0.26% of portfolio
14,279
Q2 2025 Added 33.71%
$3.43T
$813,000 0.24% of portfolio
3,967
Q2 2025 Reduced 3.6%
$1.16T
$797,000 0.23% of portfolio
4,526
Q2 2025 Added 0.02%
$0
$722,000 0.21% of portfolio
8,521
Q2 2025 Added 32.46%
$0
$735,000 0.21% of portfolio
2,578
Q2 2021 Reduced 0.19%
$0
$706,000 0.21% of portfolio
2,844
Q2 2025 Reduced 8.29%
$230B
$694,000 0.2% of portfolio
2,226
Q2 2025 Reduced 14.65%
$0
$674,000 0.2% of portfolio
5,003
Q2 2025 Added 1.89%
$0
$673,000 0.2% of portfolio
3,493
Q4 2023 Added 8.01%
$3.91T
$643,000 0.19% of portfolio
1,294
Q1 2025 Added 7.48%
$0
$629,000 0.18% of portfolio
1,142
Q4 2024 Added 3.63%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $343 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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