LPWM LLC

CIK 0001801101 • 7 13F filings • Apr 14, 2025 – Oct 20, 2026

Import this data to Google Sheets with:

=jivedata("lpwm-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: LPWM LLC, Chief Compliance Officer
Address: 121 S 8TH STREET, SUITE 1110, MINNEAPOLIS, MN, 55402
Phone: (612) 315-2105
AUM: $396.4M

AUM over time

$457.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $396.4M86 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$507K	0.1%Prev: 0.1%	3,169 SH	Increased+741 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.4%Prev: 0.3%	4,435 SH	Increased+1,013 SH
ALPHABET INC	CAP STK CL C	$911K	0.2%Prev: 0.2%	2,904 SH	Decreased+94 SH
AMAZON COM INC	COM	$1.8M	0.4%Prev: 0.4%	7,643 SH	Decreased-199 SH
APPLE INC	COM	$1.1M	0.3%Prev: 0.3%	3,923 SH	Decreased+328 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	1.1%Prev: 0.8%	9,018 SH	Increased+1,300 SH
BROADCOM INC	COM	$2.0M	0.5%Prev: 0.3%	5,779 SH	Increased+1,313 SH
CENCORA INC	COM	$697K	0.2%	2,063 SH	New
CROWDSTRIKE HLDGS INC	CL A	$336K	0.1%Prev: 0.2%	717 SH	Decreased-2,799 SH
DELL TECHNOLOGIES INC	CL C	$324K	0.1%Prev: 0.2%	2,571 SH	Decreased+558 SH
ECOLAB INC	COM	$312K	0.1%Prev: 0.1%	1,188 SH	Decreased
ENOVIX CORPORATION	COM	$116K	0.0%	15,910 SH	New
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$4.9M	1.2%Prev: 0.1%	179,130 SH	Increased+169,454 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$415K	0.1%Prev: 0.1%	5,898 SH	Decreased-1,510 SH
INVESCO QQQ TR	UNIT SER 1	$699K	0.2%Prev: 0.2%	1,138 SH	Decreased-83 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.4%Prev: 0.6%	24,996 SH	Decreased-9,165 SH
ISHARES INC	MSCI EMRG CHN	$627K	0.2%Prev: 0.2%	8,624 SH	Decreased-120 SH
ISHARES TR	0-3 MNTH TREASRY	$700K	0.2%	6,975 SH	New
ISHARES TR	CONV BD ETF	$667K	0.2%Prev: 0.2%	6,775 SH	Decreased+610 SH
ISHARES TR	CORE MSCI EAFE	$17.6M	4.4%Prev: 4.9%	196,192 SH	Decreased-36,523 SH
ISHARES TR	CORE S&P MCP ETF	$2.7M	0.7%Prev: 0.8%	41,165 SH	Decreased-9,594 SH
ISHARES TR	CORE S&P SCP ETF	$653K	0.2%Prev: 0.2%	5,435 SH	Decreased-289 SH
ISHARES TR	CORE S&P TTL STK	$533K	0.1%Prev: 0.1%	3,585 SH	Decreased-293 SH
ISHARES TR	CORE UNIVRSL USD	$1.8M	0.5%Prev: 0.4%	39,030 SH	Decreased-2,792 SH
ISHARES TR	CORE US AGGBD ET	$3.9M	1.0%Prev: 1.2%	38,925 SH	Decreased-20,726 SH
ISHARES TR	EAFE SML CP ETF	$257K	0.1%Prev: 0.1%	3,317 SH	Decreased-164 SH
ISHARES TR	EXPANDED TECH	$221K	0.1%	2,095 SH	New
ISHARES TR	GL CLEAN ENE ETF	$221K	0.1%Prev: 0.1%	13,468 SH	Decreased-4,841 SH
ISHARES TR	IBOXX INV CP ETF	$11.3M	2.8%Prev: 0.4%	102,504 SH	Increased+84,982 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	0.3%Prev: 0.4%	6,817 SH	Decreased-504 SH
ISHARES TR	NATIONAL MUN ETF	$2.2M	0.5%Prev: 0.3%	20,276 SH	Increased+5,198 SH
ISHARES TR	RUS 1000 ETF	$671K	0.2%Prev: 0.1%	1,798 SH	Decreased+165 SH
ISHARES TR	RUS 1000 GRW ETF	$577K	0.1%Prev: 0.2%	1,220 SH	Decreased-4,665 SH
ISHARES TR	RUS MDCP VAL ETF	$32.7M	8.2%Prev: 7.5%	231,561 SH	Decreased+16,546 SH
ISHARES TR	RUS MID CAP ETF	$4.7M	1.2%Prev: 1.2%	49,147 SH	Decreased-821 SH
ISHARES TR	RUSSELL 2000 ETF	$9.8M	2.5%Prev: 2.3%	39,923 SH	Decreased+2,661 SH
ISHARES TR	S&P 500 GRWT ETF	$3.2M	0.8%Prev: 1.4%	25,850 SH	Decreased-19,179 SH
ISHARES TR	S&P 500 VAL ETF	$69.9M	17.6%Prev: 2.7%	329,407 SH	Increased+276,113 SH
ISHARES TR	TIPS BD ETF	$301K	0.1%Prev: 0.1%	2,741 SH	Increased-97 SH
ISHARES TR	U.S. FINLS ETF	$628K	0.2%Prev: 0.2%	4,871 SH	Decreased-1,915 SH
ISHARES TR	US AER DEF ETF	$422K	0.1%Prev: 0.1%	1,966 SH	Increased-1 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$16.3M	4.1%Prev: 6.0%	321,899 SH	Decreased-220,599 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.7M	1.2%Prev: 1.6%	91,984 SH	Decreased-49,124 SH
JPMORGAN CHASE & CO.	COM	$342K	0.1%	1,060 SH	New
META PLATFORMS INC	CL A	$457K	0.1%Prev: 0.1%	693 SH	Decreased
MICROSOFT CORP	COM	$858K	0.2%Prev: 0.3%	1,775 SH	Decreased-554 SH
NVIDIA CORPORATION	COM	$4.5M	1.1%Prev: 1.1%	24,269 SH	Decreased+1,858 SH
PHILIP MORRIS INTL INC	COM	$241K	0.1%Prev: 0.1%	1,500 SH	Decreased-28 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$362K	0.1%	3,074 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$806K	0.2%	18,021 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$954K	0.2%	6,161 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$208K	0.1%	5,144 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	0.4%	11,836 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$581K	0.1%	852 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.2M	3.1%	133,423 SH	New
TESLA INC	COM	$942K	0.2%Prev: 0.2%	2,094 SH	Increased-527 SH
UNITEDHEALTH GROUP INC	COM	$806K	0.2%Prev: 0.2%	2,443 SH	Decreased-318 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$736K	0.2%Prev: 0.2%	3,521 SH	Decreased+206 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.3%	2,509 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$816K	0.2%	2,591 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.4M	1.1%	24,966 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$237K	0.1%	816 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.9M	1.5%Prev: 1.3%	66,439 SH	Increased+1,109 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.4%Prev: 0.4%	2,588 SH	Decreased-46 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$842K	0.2%	3,978 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$607K	0.2%	2,354 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.6%	6,991 SH	New
VANGUARD INDEX FDS	VALUE ETF	$7.0M	1.8%	36,790 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$252K	0.1%Prev: 0.1%	3,421 SH	Decreased-420 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.1M	3.3%Prev: 0.4%	242,904 SH	Increased+211,332 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.6M	0.9%Prev: 0.9%	25,435 SH	Decreased-1,587 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$4.2M	1.1%Prev: 0.8%	92,172 SH	Increased+8,528 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$201K	0.1%Prev: 0.1%	1,424 SH	Decreased-87 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$13.6M	3.4%Prev: 3.9%	275,811 SH	Decreased-88,209 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.4M	0.8%Prev: 1.0%	66,917 SH	Decreased-29,705 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$80.3M	20.3%Prev: 19.4%	659,713 SH	Decreased-29,523 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.0M	1.3%Prev: 1.3%	16,052 SH	Decreased-1,074 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.9M	0.5%Prev: 0.5%	20,085 SH	Decreased-1,747 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$718K	0.2%Prev: 0.3%	7,214 SH	Decreased-3,602 SH
VANGUARD STAR FDS	VG TL INTL STK F	$856K	0.2%Prev: 0.3%	11,347 SH	Decreased-3,725 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.5M	0.9%Prev: 1.0%	56,433 SH	Decreased-10,163 SH
VANGUARD WORLD FD	COMM SRVC ETF	$984K	0.2%Prev: 0.2%	5,084 SH	Decreased-828 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$410K	0.1%Prev: 0.1%	1,042 SH	Decreased-427 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$723K	0.2%Prev: 0.2%	2,513 SH	Decreased-519 SH
VANGUARD WORLD FD	INF TECH ETF	$2.5M	0.6%Prev: 0.9%	3,324 SH	Decreased-29,468 SH
VISA INC	COM CL A	$314K	0.1%Prev: 0.1%	897 SH	Decreased-23 SH

Sold (vs prior filing)

APPLIED MATLS INC — $359K
COSTCO WHOLESALE CORPORATION — $205K
DIMENSIONAL ETF TRUST — $224K
ELI LILLY & CO — $257K
EXXONMOBIL HOLDINGS CORP — $233K
IMPAX FUNDS SERIES TRUST I — $311K
ISHARES TR — $4.6M
ISHARES TR — $494K
ISHARES TR — $258K
ISHARES TR — $201K
JPMORGAN CHASE & CO — $370K
LIFE TIME GROUP HOLDINGS INC — $387K
PALANTIR TECHNOLOGIES INC — $243K
PGIM ETF TR — $2.2M
SCHWAB STRATEGIC TR — $233K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $205K
SELECT SECTOR SPDR TR — $239K
SELECT SECTOR SPDR TR — $2.2M
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001951757-26-000010	$396.4M	View
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001693	$457.9M	View
Oct 17, 2025	Q3 2025