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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.5B
$168,000 0.04% of portfolio
16,914
Q3 2025 Reduced 31.11%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $375 Million
  • Prior Value $343 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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