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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80 Million 20.25% of portfolio
659,713
Q4 2025 Added 2.39%
$0
$69 Million 17.48% of portfolio
329,407
Q4 2025 Added 3.82%
$0
$31.9 Million 8.08% of portfolio
231,561
Q4 2025 Added 2.78%
$0
$17.4 Million 4.41% of portfolio
196,192
Q4 2025 Added 2.63%
$0
$16.3 Million 4.13% of portfolio
321,899
Q4 2025 Reduced 9.62%
$0
$13.8 Million 3.49% of portfolio
275,811
Q4 2025 Added 4.62%
$0
$13.3 Million 3.37% of portfolio
242,904
Q4 2025 Added 3.27%
$0
$11.3 Million 2.86% of portfolio
102,504
Q4 2025 Added 2.67%
$0
$9.48 Million 2.4% of portfolio
39,923
Q4 2025 Added 12.86%
$0
$8.92 Million 2.26% of portfolio
100,943
Q4 2025 Added 2.79%
$0
$6.89 Million 1.74% of portfolio
36,790
Q4 2025 Added 13.09%
$0
$5.95 Million 1.51% of portfolio
66,439
Q4 2025 Added 3.11%
$0
$4.88 Million 1.24% of portfolio
16,052
Q4 2025 Added 2.43%
$0
$4.88 Million 1.23% of portfolio
179,130
Q4 2025 Added 1.52%
$0
$4.68 Million 1.19% of portfolio
91,984
Q4 2025 Added 4.71%
$0
$4.65 Million 1.18% of portfolio
49,147
Q4 2025 Added 5.8%
$465B
$4.53 Million 1.15% of portfolio
24,269
Q4 2025 Reduced 7.57%
$0
$4.39 Million 1.11% of portfolio
92,172
Q4 2025 Added 2.54%
$0
$4.34 Million 1.1% of portfolio
24,966
Q4 2025 Added 13.52%
$0
$3.89 Million 0.99% of portfolio
38,925
Q4 2025 Added 13.85%
$0
$3.6 Million 0.91% of portfolio
25,435
Q4 2025 Added 1.92%
$0
$3.46 Million 0.88% of portfolio
56,433
Q4 2025 Added 4.74%
$0
$3.41 Million 0.86% of portfolio
11,836
Q4 2025 Added 108.49%
$0
$3.36 Million 0.85% of portfolio
66,917
Q4 2025 Added 2.91%
$0
$3.13 Million 0.79% of portfolio
25,850
Q4 2025 Added 26.35%
$0
$2.98 Million 0.75% of portfolio
32,480
Q4 2025 Reduced 5.83%
$0
$2.64 Million 0.67% of portfolio
41,165
Q4 2025 Added 98.71%
$0
$2.51 Million 0.64% of portfolio
3,324
Q4 2025 Added 0.7%
$0
$2.31 Million 0.58% of portfolio
6,991
Q4 2025 Added 3.01%
$0
$2.17 Million 0.55% of portfolio
20,276
Q4 2025 Reduced 6.51%
$139B
$1.98 Million 0.5% of portfolio
5,779
Q4 2025 Added 5.63%
$0
$1.82 Million 0.46% of portfolio
39,030
Q4 2025 Added 66.58%
$0
$1.81 Million 0.46% of portfolio
20,085
Q4 2025 Added 0.2%
$2.39T
$1.79 Million 0.45% of portfolio
7,643
Q4 2025 Added 11.24%
$0
$1.66 Million 0.42% of portfolio
18,021
Q4 2025 Added 96.03%
$0
$1.6 Million 0.4% of portfolio
2,588
Q4 2025 Added 7.48%
$0
$1.33 Million 0.34% of portfolio
6,817
Q4 2025 Added 8.6%
$0
$1.34 Million 0.34% of portfolio
24,996
Q4 2025 Added 11.88%
$1.65T
$1.23 Million 0.31% of portfolio
4,435
Q4 2025 Reduced 2.21%
$0
$1.21 Million 0.31% of portfolio
2,509
Q4 2025 Added 0.48%
$4.3T
$1.05 Million 0.27% of portfolio
3,923
Q4 2025 Added 3.67%
$0
$935,000 0.24% of portfolio
6,161
Q4 2025 Added 21.93%
$0
$916,000 0.23% of portfolio
5,084
Q4 2025 Reduced 6.11%
$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%
$0
$850,000 0.22% of portfolio
11,347
Q4 2025 New
$1.74T
$829,000 0.21% of portfolio
2,904
Q4 2025 Added 11.95%
$0
$817,000 0.21% of portfolio
3,978
Q4 2025 Added 79.19%
$300B
$783,000 0.2% of portfolio
2,443
Q4 2025 Added 17.4%

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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