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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|