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: $374.8M84 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$492K	0.1%Prev: 0.1%	3,169 SH	Increased+480 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.3%	4,535 SH	Decreased+1,113 SH
ALPHABET INC	CAP STK CL C	$632K	0.2%Prev: 0.2%	2,594 SH	Decreased-283 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.4%	6,871 SH	Decreased-938 SH
APPLE INC	COM	$963K	0.3%Prev: 0.2%	3,784 SH	Decreased+227 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	1.2%Prev: 0.9%	9,251 SH	Increased+1,246 SH
BROADCOM INC	COM	$1.8M	0.5%Prev: 0.4%	5,471 SH	Increased+721 SH
CROWDSTRIKE HLDGS INC	CL A	$310K	0.1%Prev: 0.1%	633 SH	Decreased-246 SH
DELL TECHNOLOGIES INC	CL C	$365K	0.1%Prev: 0.2%	2,576 SH	Decreased+310 SH
ECOLAB INC	COM	$325K	0.1%Prev: 0.1%	1,188 SH	Decreased
ENOVIX CORPORATION	COM	$169K	0.0%Prev: 0.0%	16,914 SH	Increased+1,004 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$4.7M	1.3%Prev: 0.1%	176,453 SH	Increased+166,535 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$395K	0.1%Prev: 0.1%	5,483 SH	Decreased-1,904 SH
INVESCO QQQ TR	UNIT SER 1	$692K	0.2%Prev: 0.2%	1,153 SH	Decreased+33 SH
ISHARES INC	CORE MSCI EMKT	$1.5M	0.4%Prev: 0.6%	22,342 SH	Decreased-10,661 SH
ISHARES INC	MSCI EMRG CHN	$533K	0.1%Prev: 0.2%	7,894 SH	Decreased-176 SH
ISHARES TR	CONV BD ETF	$674K	0.2%Prev: 0.2%	6,732 SH	Decreased+543 SH
ISHARES TR	CORE MSCI EAFE	$16.7M	4.5%Prev: 4.9%	191,161 SH	Decreased-35,483 SH
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.4%Prev: 0.8%	20,716 SH	Decreased-26,591 SH
ISHARES TR	CORE S&P TTL STK	$205K	0.1%Prev: 0.1%	1,410 SH	Decreased-2,099 SH
ISHARES TR	CORE TOTAL USD	$1.1M	0.3%	23,430 SH	New
ISHARES TR	CORE US AGGBD ET	$3.4M	0.9%Prev: 1.3%	34,190 SH	Decreased-25,974 SH
ISHARES TR	EAFE SML CP ETF	$254K	0.1%Prev: 0.1%	3,317 SH	Decreased-172 SH
ISHARES TR	EXPANDED TECH	$262K	0.1%	2,275 SH	New
ISHARES TR	GL CLEAN ENE ETF	$260K	0.1%Prev: 0.1%	16,803 SH	Decreased-1,506 SH
ISHARES TR	IBOXX INV CP ETF	$11.1M	3.0%Prev: 0.4%	99,836 SH	Increased+82,314 SH
ISHARES TR	MSCI USA QLT FCT	$1.2M	0.3%Prev: 0.3%	6,277 SH	Decreased-684 SH
ISHARES TR	NATIONAL MUN ETF	$2.3M	0.6%Prev: 0.4%	21,688 SH	Increased+2,930 SH
ISHARES TR	RUS 1000 ETF	$657K	0.2%Prev: 0.1%	1,798 SH	Decreased+165 SH
ISHARES TR	RUS 1000 GRW ETF	$468K	0.1%Prev: 0.1%	1,000 SH	Decreased-4,291 SH
ISHARES TR	RUS MDCP VAL ETF	$31.5M	8.4%Prev: 7.9%	225,308 SH	Decreased+8,898 SH
ISHARES TR	RUS MID CAP ETF	$4.5M	1.2%Prev: 1.2%	46,454 SH	Decreased-3,045 SH
ISHARES TR	RUSSELL 2000 ETF	$8.6M	2.3%Prev: 2.5%	35,375 SH	Decreased-1,557 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.7%Prev: 1.3%	20,459 SH	Decreased-23,733 SH
ISHARES TR	S&P 500 VAL ETF	$65.5M	17.5%Prev: 2.7%	317,272 SH	Increased+262,957 SH
ISHARES TR	TIPS BD ETF	$339K	0.1%Prev: 0.1%	3,049 SH	Increased+209 SH
ISHARES TR	U.S. FINLS ETF	$606K	0.2%Prev: 0.2%	4,785 SH	Decreased-2,001 SH
ISHARES TR	US AER DEF ETF	$411K	0.1%Prev: 0.1%	1,964 SH	Decreased-3 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.1M	4.8%Prev: 6.1%	356,165 SH	Decreased-190,195 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.5M	1.2%Prev: 1.3%	87,846 SH	Decreased-24,480 SH
JPMORGAN CHASE & CO.	COM	$334K	0.1%	1,060 SH	New
META PLATFORMS INC	CL A	$331K	0.1%Prev: 0.1%	451 SH	Decreased-242 SH
MICROSOFT CORP	COM	$678K	0.2%Prev: 0.2%	1,310 SH	Decreased-929 SH
NVIDIA CORPORATION	COM	$4.9M	1.3%Prev: 1.0%	26,257 SH	Increased+3,504 SH
PHILIP MORRIS INTL INC	COM	$245K	0.1%Prev: 0.1%	1,509 SH	Decreased+9 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$364K	0.1%	3,074 SH	New
SELECT SECTOR SPDR TR	ENERGY	$821K	0.2%	9,193 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$203K	0.1%	4,815 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$254K	0.1%	3,245 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$703K	0.2%	5,053 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.6M	0.4%	5,677 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$568K	0.2%	852 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$3.2M	0.8%	34,490 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$8.7M	2.3%	98,199 SH	New
TESLA INC	COM	$934K	0.2%Prev: 0.2%	2,101 SH	Decreased-458 SH
UNITEDHEALTH GROUP INC	COM	$718K	0.2%Prev: 0.2%	2,081 SH	Decreased-495 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$731K	0.2%Prev: 0.2%	3,493 SH	Decreased+178 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.3%Prev: 0.3%	2,497 SH	Decreased-13,326 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$794K	0.2%Prev: 0.2%	2,578 SH	Decreased+102 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.8M	1.0%Prev: 1.1%	21,993 SH	Decreased-2,233 SH
VANGUARD INDEX FDS	MID CAP ETF	$236K	0.1%	803 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.9M	1.6%Prev: 1.4%	64,438 SH	Decreased-772 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.4%Prev: 0.4%	2,408 SH	Decreased-181 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$463K	0.1%Prev: 0.2%	2,220 SH	Decreased-1,807 SH
VANGUARD INDEX FDS	SMALL CP ETF	$526K	0.1%Prev: 0.2%	2,070 SH	Decreased-912 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.6%Prev: 0.6%	6,787 SH	Decreased-598 SH
VANGUARD INDEX FDS	VALUE ETF	$6.1M	1.6%Prev: 15.2%	32,531 SH	Decreased-281,481 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$243K	0.1%Prev: 0.1%	3,410 SH	Decreased-424 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.7M	3.4%Prev: 0.4%	235,206 SH	Increased+206,293 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.6M	0.9%Prev: 0.9%	24,957 SH	Decreased-1,785 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$4.3M	1.1%Prev: 0.8%	89,887 SH	Increased+6,829 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$205K	0.1%Prev: 0.1%	1,485 SH	Decreased-21 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$13.3M	3.6%Prev: 4.0%	263,627 SH	Decreased-95,603 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	0.9%Prev: 0.8%	65,027 SH	Decreased-10,323 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$77.6M	20.7%Prev: 19.4%	644,323 SH	Decreased-38,112 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.7M	1.3%Prev: 1.3%	15,671 SH	Decreased-1,109 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.8M	0.5%Prev: 0.5%	20,044 SH	Decreased-872 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$367K	0.1%Prev: 0.3%	3,753 SH	Decreased-6,573 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.2M	0.9%Prev: 1.0%	53,877 SH	Decreased-12,180 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.0M	0.3%Prev: 0.2%	5,415 SH	Decreased-497 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$460K	0.1%Prev: 0.1%	1,162 SH	Decreased-307 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$775K	0.2%Prev: 0.2%	2,985 SH	Decreased+190 SH
VANGUARD WORLD FD	INF TECH ETF	$2.5M	0.7%Prev: 0.9%	3,301 SH	Decreased-29,371 SH
VISA INC	COM CL A	$219K	0.1%Prev: 0.1%	643 SH	Decreased-277 SH

Sold (vs prior filing)

APPLIED MATLS INC — $508K
IMPAX FUNDS SERIES TRUST I — $331K
ISHARES TR — $1.7M
ISHARES TR — $205K
ISHARES TR — $285K
ISHARES TR — $844K
ISHARES TR — $253K
ISHARES TR — $1.9M
ISHARES TR — $266K
ISHARES TR — $213K
JPMORGAN CHASE & CO — $366K
KRANESHARES TRUST — $237K
LIFE TIME GROUP HOLDINGS INC — $649K
PGIM ETF TR — $605K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $212K
SELECT SECTOR SPDR TR — $224K
SELECT SECTOR SPDR TR — $2.1M
SPDR INDEX SHS FDS — $19.9M
… and 7 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