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

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$4.59 Million 1.16% of portfolio
9,018
Q4 2025 Reduced 2.52%
$465B
$4.53 Million 1.15% of portfolio
24,269
Q4 2025 Reduced 7.57%
$2.39T
$1.79 Million 0.45% of portfolio
7,643
Q4 2025 Added 11.24%
$1.65T
$1.23 Million 0.31% of portfolio
4,435
Q4 2025 Reduced 2.21%
$4.3T
$1.05 Million 0.27% of portfolio
3,923
Q4 2025 Added 3.67%
$3.78T
$900,000 0.23% of portfolio
1,775
Q4 2025 Added 35.5%
$1.29T
$856,000 0.22% of portfolio
2,094
Q4 2025 Reduced 0.33%
$1.74T
$829,000 0.21% of portfolio
2,904
Q4 2025 Added 11.95%
$300B
$783,000 0.2% of portfolio
2,443
Q4 2025 Added 17.4%
$1.37T
$422,000 0.11% of portfolio
693
Q4 2025 Added 53.66%
$881B
$318,000 0.08% of portfolio
1,060
Q1 2025 Reduced 4.5%
$533B
$292,000 0.07% of portfolio
897
Q4 2025 Added 39.5%
$237B
$229,000 0.06% of portfolio
1,500
Q4 2025 Reduced 0.6%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $395 Million
  • Prior Value $375 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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