LPWM LLC

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

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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: $342.8M83 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$482K	0.1%Prev: 0.1%	3,169 SH	Increased+120 SH
ALPHABET INC	CAP STK CL A	$798K	0.2%Prev: 0.3%	4,526 SH	Decreased+642 SH
ALPHABET INC	CAP STK CL C	$547K	0.2%Prev: 0.2%	3,084 SH	Decreased+179 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.4%	6,679 SH	Decreased-1,234 SH
AMERICAN EXPRESS CO	COM	$358K	0.1%	1,121 SH	New
APPLE INC	COM	$814K	0.2%Prev: 0.2%	3,967 SH	Decreased+281 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	1.3%Prev: 1.0%	9,495 SH	Increased+985 SH
BROADCOM INC	COM	$1.5M	0.4%Prev: 0.4%	5,457 SH	Increased+707 SH
CROWDSTRIKE HLDGS INC	CL A	$322K	0.1%Prev: 0.1%	633 SH	Decreased-246 SH
DELL TECHNOLOGIES INC	CL C	$358K	0.1%Prev: 0.1%	2,921 SH	Decreased+655 SH
ECOLAB INC	COM	$320K	0.1%Prev: 0.1%	1,188 SH	Increased
ENOVIX CORPORATION	COM	$254K	0.1%Prev: 0.0%	24,552 SH	Increased+8,642 SH
EXXON MOBIL CORP	COM	$216K	0.1%Prev: 0.1%	2,006 SH	Decreased+572 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$4.5M	1.3%Prev: 0.1%	173,115 SH	Increased+161,588 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$341K	0.1%Prev: 0.1%	4,875 SH	Decreased-2,512 SH
INVESCO QQQ TR	UNIT SER 1	$630K	0.2%Prev: 0.2%	1,142 SH	Decreased-23 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.4%Prev: 0.5%	21,531 SH	Decreased-9,178 SH
ISHARES INC	MSCI EMRG CHN	$517K	0.2%Prev: 0.1%	8,192 SH	Decreased+1,005 SH
ISHARES TR	CONV BD ETF	$617K	0.2%Prev: 0.2%	6,852 SH	Decreased+134 SH
ISHARES TR	CORE MSCI EAFE	$15.4M	4.5%Prev: 4.9%	184,640 SH	Decreased-29,355 SH
ISHARES TR	CORE S&P MCP ETF	$886K	0.3%Prev: 0.8%	14,279 SH	Decreased-30,690 SH
ISHARES TR	CORE TOTAL USD	$1.1M	0.3%	23,430 SH	New
ISHARES TR	CORE US AGGBD ET	$3.2M	0.9%Prev: 1.5%	32,598 SH	Decreased-27,015 SH
ISHARES TR	EAFE SML CP ETF	$242K	0.1%Prev: 0.1%	3,336 SH	Decreased+20 SH
ISHARES TR	EXPANDED TECH	$246K	0.1%	2,250 SH	New
ISHARES TR	GL CLEAN ENE ETF	$200K	0.1%Prev: 0.1%	15,270 SH	Decreased-3,039 SH
ISHARES TR	IBOXX INV CP ETF	$10.8M	3.1%Prev: 0.4%	98,141 SH	Increased+82,856 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.3%Prev: 0.3%	6,142 SH	Decreased-983 SH
ISHARES TR	NATIONAL MUN ETF	$2.4M	0.7%Prev: 0.5%	22,859 SH	Increased+3,932 SH
ISHARES TR	RUS 1000 ETF	$611K	0.2%Prev: 0.2%	1,798 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$425K	0.1%Prev: 0.1%	1,000 SH	Decreased-251 SH
ISHARES TR	RUS MDCP VAL ETF	$29.3M	8.5%Prev: 8.3%	221,668 SH	Decreased-5,023 SH
ISHARES TR	RUS MID CAP ETF	$3.9M	1.1%Prev: 1.2%	41,863 SH	Decreased-7,619 SH
ISHARES TR	RUSSELL 2000 ETF	$7.5M	2.2%Prev: 2.4%	34,907 SH	Decreased-2,670 SH
ISHARES TR	S&P 500 GRWT ETF	$2.1M	0.6%Prev: 0.7%	19,058 SH	Decreased-6,536 SH
ISHARES TR	S&P 500 VAL ETF	$60.1M	17.5%Prev: 17.7%	307,687 SH	Decreased-24,213 SH
ISHARES TR	TIPS BD ETF	$335K	0.1%Prev: 0.1%	3,046 SH	Increased+185 SH
ISHARES TR	U.S. FINLS ETF	$528K	0.2%Prev: 0.2%	4,366 SH	Decreased-2,420 SH
ISHARES TR	US AER DEF ETF	$369K	0.1%Prev: 0.1%	1,958 SH	Decreased-8 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.0M	5.2%Prev: 6.5%	354,315 SH	Decreased-155,047 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.1M	1.2%Prev: 1.2%	81,485 SH	Decreased-7,968 SH
JPMORGAN CHASE & CO.	COM	$307K	0.1%	1,060 SH	New
META PLATFORMS INC	CL A	$333K	0.1%Prev: 0.1%	451 SH	Decreased-242 SH
MICROSOFT CORP	COM	$644K	0.2%Prev: 0.2%	1,294 SH	Decreased-512 SH
NVIDIA CORPORATION	COM	$4.4M	1.3%Prev: 1.0%	28,047 SH	Increased+5,051 SH
PHILIP MORRIS INTL INC	COM	$273K	0.1%Prev: 0.1%	1,500 SH	Increased
SELECT SECTOR SPDR TR	COMMUNICATION	$334K	0.1%	3,074 SH	New
SELECT SECTOR SPDR TR	ENERGY	$723K	0.2%	8,521 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$242K	0.1%	2,994 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$674K	0.2%	5,003 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.5M	0.4%	5,737 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$533K	0.2%	862 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$1.8M	0.5%	20,123 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$7.8M	2.3%	97,237 SH	New
TESLA INC	COM	$462K	0.1%Prev: 0.2%	1,455 SH	Decreased-765 SH
UNITEDHEALTH GROUP INC	COM	$694K	0.2%Prev: 0.2%	2,226 SH	Decreased-350 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$673K	0.2%Prev: 0.2%	3,493 SH	Decreased+158 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.4%Prev: 0.3%	2,880 SH	Increased+294 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$736K	0.2%Prev: 0.2%	2,578 SH	Decreased+52 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.5M	1.0%Prev: 1.1%	21,473 SH	Decreased-2,961 SH
VANGUARD INDEX FDS	MID CAP ETF	$205K	0.1%	733 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.6M	1.6%Prev: 1.5%	62,998 SH	Decreased-2,647 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.4%Prev: 0.4%	2,408 SH	Decreased-134 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$421K	0.1%Prev: 0.2%	2,160 SH	Decreased-1,867 SH
VANGUARD INDEX FDS	SMALL CP ETF	$472K	0.1%Prev: 0.2%	1,990 SH	Decreased-533 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.6%Prev: 0.6%	6,701 SH	Decreased-583 SH
VANGUARD INDEX FDS	VALUE ETF	$5.6M	1.6%Prev: 2.0%	31,565 SH	Decreased-9,408 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$222K	0.1%Prev: 0.1%	3,300 SH	Decreased-502 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.3M	3.3%Prev: 0.4%	228,288 SH	Increased+202,511 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.3M	1.0%Prev: 0.9%	24,579 SH	Decreased-1,164 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$4.1M	1.2%Prev: 0.9%	88,159 SH	Increased+7,645 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$12.9M	3.8%Prev: 3.9%	257,351 SH	Decreased-48,365 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	0.9%Prev: 0.8%	63,677 SH	Decreased-1,806 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$68.8M	20.1%Prev: 18.3%	629,957 SH	Decreased-30,596 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.4M	1.3%Prev: 1.2%	15,564 SH	Decreased-610 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.7M	0.5%Prev: 0.4%	20,006 SH	Decreased+1,296 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$328K	0.1%Prev: 0.2%	3,763 SH	Decreased-5,350 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	0.9%Prev: 1.1%	52,311 SH	Decreased-13,467 SH
VANGUARD WORLD FD	COMM SRVC ETF	$891K	0.3%Prev: 0.3%	5,211 SH	Decreased-701 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$384K	0.1%Prev: 0.1%	1,059 SH	Decreased-410 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$706K	0.2%Prev: 0.2%	2,844 SH	Decreased-51 SH
VANGUARD WORLD FD	INF TECH ETF	$2.1M	0.6%Prev: 0.7%	3,145 SH	Decreased-947 SH
VISA INC	COM CL A	$224K	0.1%Prev: 0.1%	632 SH	Decreased-265 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $304K
IMPAX FUNDS SERIES TRUST I — $323K
ISHARES TR — $533K
ISHARES TR — $200K
ISHARES TR — $708K
ISHARES TR — $511K
ISHARES TR — $220K
ISHARES TR — $1.8M
ISHARES TR — $266K
ISHARES TR — $229K
JPMORGAN CHASE & CO — $332K
KRANESHARES TRUST — $275K
SCHWAB STRATEGIC TR — $226K
SELECT SECTOR SPDR TR — $231K
SELECT SECTOR SPDR TR — $209K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $959K
SELECT SECTOR SPDR TR — $1.5M
SPDR INDEX SHS FDS — $17.8M
SPDR SERIES TRUST — $12.4M
… and 3 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