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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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