Lpwm LLC Portfolio Holdings
Lpwm LLC
- $395 Million
- Q4 2025
Lpwm LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $395 Million distributed in 87 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 $80M, Ishares S&P 500 Value ETF with a value of $69M, Ishares Russell Midcap Value E with a value of $31.9M, Ishares Tr with a value of $17.4M, and Jp Morgan ETF Tr Ultra Short I with a value of $16.3M.
Examining the 13F form we can see an increase of $20.4M in the current position value, from $375M to 395M.
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
$395 Million
ETFs: $373 Million
Technology: $9.19 Million
Financial Services: $5.2 Million
Consumer Cyclical: $2.65 Million
Communication Services: $2.48 Million
Healthcare: $1.16 Million
Industrials: $651,000
Basic Materials: $307,000
Other: $229,000