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: $396.3M93 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$443K	0.1%Prev: 0.1%	3,049 SH	Increased+813 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.2%	3,884 SH	Increased-641 SH
ALPHABET INC	CAP STK CL C	$833K	0.2%Prev: 0.2%	2,905 SH	Increased-256 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.4%	7,913 SH	Increased+1,351 SH
APPLE INC	COM	$935K	0.2%Prev: 0.3%	3,686 SH	Increased-429 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	1.0%Prev: 1.6%	8,510 SH	Decreased-690 SH
BROADCOM INC	COM	$1.5M	0.4%Prev: 0.3%	4,750 SH	Increased-703 SH
CROWDSTRIKE HLDGS INC	CL A	$343K	0.1%Prev: 0.1%	879 SH	Increased+246 SH
DELL TECHNOLOGIES INC	CL C	$372K	0.1%Prev: 0.1%	2,266 SH	Increased-655 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$304K	0.1%	8,508 SH	New
ECOLAB INC	COM	$316K	0.1%Prev: 0.1%	1,188 SH	Increased
ENOVIX CORPORATION	COM	$82K	0.0%Prev: 0.1%	15,910 SH	Decreased-12,962 SH
EXXON MOBIL CORP	COM	$243K	0.1%Prev: 0.1%	1,434 SH	Increased-572 SH
IMPAX FUNDS SERIES TRUST I	GLOBAL INFRASTRU	$323K	0.1%	12,609 SH	New
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$324K	0.1%Prev: 1.4%	11,527 SH	Decreased-168,397 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$494K	0.1%Prev: 0.1%	7,387 SH	Increased+2,512 SH
INVESCO QQQ TR	UNIT SER 1	$672K	0.2%Prev: 0.2%	1,165 SH	Increased+23 SH
ISHARES INC	CORE MSCI EMKT	$2.1M	0.5%Prev: 0.4%	30,709 SH	Increased+9,510 SH
ISHARES INC	MSCI EMRG CHN	$565K	0.1%Prev: 1.4%	7,187 SH	Decreased-68,992 SH
ISHARES TR	0-3 MNTH TREASRY	$533K	0.1%	5,296 SH	New
ISHARES TR	CONV BD ETF	$684K	0.2%Prev: 0.2%	6,718 SH	Increased-680 SH
ISHARES TR	CORE MSCI EAFE	$19.4M	4.9%Prev: 4.7%	213,995 SH	Increased+20,924 SH
ISHARES TR	CORE MSCI TOTAL	$200K	0.1%	2,312 SH	New
ISHARES TR	CORE S&P MCP ETF	$3.0M	0.8%Prev: 0.2%	44,969 SH	Increased+34,290 SH
ISHARES TR	CORE S&P SCP ETF	$708K	0.2%	5,692 SH	New
ISHARES TR	CORE S&P TTL STK	$511K	0.1%	3,589 SH	New
ISHARES TR	CORE S&P500 ETF	$220K	0.1%	337 SH	New
ISHARES TR	CORE UNIVRSL USD	$1.8M	0.5%	39,105 SH	New
ISHARES TR	CORE US AGGBD ET	$5.9M	1.5%Prev: 1.1%	59,613 SH	Increased+26,338 SH
ISHARES TR	EAFE SML CP ETF	$260K	0.1%Prev: 0.1%	3,316 SH	Increased-388 SH
ISHARES TR	GL CLEAN ENE ETF	$335K	0.1%Prev: 0.1%	18,309 SH	Increased+3,039 SH
ISHARES TR	IBOXX INV CP ETF	$1.7M	0.4%Prev: 3.5%	15,285 SH	Decreased-84,599 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	0.3%Prev: 0.3%	7,125 SH	Increased+981 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.5%Prev: 1.7%	18,927 SH	Decreased-32,422 SH
ISHARES TR	RUS 1000 ETF	$641K	0.2%Prev: 0.2%	1,798 SH	Increased+165 SH
ISHARES TR	RUS 1000 GRW ETF	$533K	0.1%Prev: 0.1%	1,251 SH	Increased+251 SH
ISHARES TR	RUS MDCP VAL ETF	$33.0M	8.3%Prev: 8.6%	226,691 SH	Increased+14,717 SH
ISHARES TR	RUS MID CAP ETF	$4.8M	1.2%Prev: 1.2%	49,482 SH	Increased+7,401 SH
ISHARES TR	RUSSELL 2000 ETF	$9.3M	2.4%Prev: 2.0%	37,577 SH	Increased+5,709 SH
ISHARES TR	S&P 500 GRWT ETF	$2.9M	0.7%Prev: 0.6%	25,594 SH	Increased+6,083 SH
ISHARES TR	S&P 500 VAL ETF	$70.1M	17.7%Prev: 18.1%	331,900 SH	Increased+37,431 SH
ISHARES TR	SHRT NAT MUN ETF	$266K	0.1%	2,501 SH	New
ISHARES TR	TIPS BD ETF	$316K	0.1%Prev: 0.1%	2,861 SH	Decreased-185 SH
ISHARES TR	U.S. FINLS ETF	$798K	0.2%Prev: 0.2%	6,786 SH	Increased+2,420 SH
ISHARES TR	US AER DEF ETF	$430K	0.1%Prev: 0.1%	1,966 SH	Increased+8 SH
ISHARES TR	US OIL EQ&SV ETF	$229K	0.1%	7,903 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$25.8M	6.5%Prev: 5.2%	509,362 SH	Increased+190,533 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.6M	1.2%Prev: 1.2%	89,453 SH	Increased+17,488 SH
JPMORGAN CHASE & CO	COM	$332K	0.1%	1,128 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$275K	0.1%	9,684 SH	New
META PLATFORMS INC	CL A	$396K	0.1%Prev: 0.1%	693 SH	Increased+242 SH
MICROSOFT CORP	COM	$669K	0.2%Prev: 0.2%	1,806 SH	Increased+512 SH
NVIDIA CORPORATION	COM	$4.0M	1.0%Prev: 1.0%	22,996 SH	Increased-5,393 SH
PHILIP MORRIS INTL INC	COM	$248K	0.1%Prev: 0.1%	1,500 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$226K	0.1%	7,761 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$231K	0.1%	2,086 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$209K	0.1%	2,548 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	0.3%	20,590 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$959K	0.2%	6,539 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	0.4%	10,964 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$17.8M	4.5%	380,104 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.4M	3.1%	132,550 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$592K	0.1%	910 SH	New
TESLA INC	COM	$825K	0.2%Prev: 0.1%	2,220 SH	Increased+765 SH
UNITEDHEALTH GROUP INC	COM	$697K	0.2%Prev: 0.4%	2,576 SH	Decreased-32 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$686K	0.2%Prev: 0.2%	3,335 SH	Increased-158 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.3%Prev: 0.3%	2,586 SH	Increased-179 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$755K	0.2%Prev: 0.2%	2,526 SH	Increased-52 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.5M	1.1%Prev: 1.1%	24,434 SH	Increased+3,051 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.8M	1.5%Prev: 1.8%	65,645 SH	Increased+3,879 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.4%Prev: 0.4%	2,542 SH	Increased+142 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$875K	0.2%Prev: 0.1%	4,027 SH	Increased+2,555 SH
VANGUARD INDEX FDS	SMALL CP ETF	$661K	0.2%Prev: 0.1%	2,523 SH	Increased+457 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.6%Prev: 0.6%	7,284 SH	Increased+555 SH
VANGUARD INDEX FDS	VALUE ETF	$8.0M	2.0%Prev: 1.7%	40,973 SH	Increased+10,741 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$286K	0.1%Prev: 0.1%	3,802 SH	Increased+502 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.4%Prev: 2.1%	25,777 SH	Decreased-119,895 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.8M	0.9%Prev: 1.0%	25,743 SH	Increased-1,028 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.6M	0.9%Prev: 1.3%	80,514 SH	Decreased-16,246 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$202K	0.1%Prev: 0.1%	1,458 SH	Decreased-323 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$15.3M	3.9%Prev: 4.1%	305,716 SH	Increased+49,263 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	0.8%Prev: 0.3%	65,483 SH	Increased+49,802 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$72.5M	18.3%Prev: 18.2%	660,553 SH	Increased+50,512 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.8M	1.2%Prev: 1.3%	16,174 SH	Increased+387 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.8M	0.4%Prev: 0.5%	18,710 SH	Increased-1,382 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$913K	0.2%Prev: 0.1%	9,113 SH	Increased+5,206 SH
VANGUARD STAR FDS	VG TL INTL STK F	$953K	0.2%	12,365 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.2M	1.1%Prev: 0.9%	65,778 SH	Increased+13,546 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.1M	0.3%Prev: 0.2%	5,912 SH	Increased+704 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$527K	0.1%Prev: 0.1%	1,469 SH	Increased+410 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$788K	0.2%Prev: 0.3%	2,895 SH	Decreased-206 SH
VANGUARD WORLD FD	INF TECH ETF	$2.9M	0.7%Prev: 0.6%	4,092 SH	Increased+930 SH
VISA INC	COM CL A	$271K	0.1%Prev: 0.1%	897 SH	Increased+265 SH

Sold (vs prior filing)

CENCORA INC — $269K
FREEPORT-MCMORAN INC — $201K
ISHARES TR — $515K
ISHARES TR — $206K
JPMORGAN CHASE & CO. — $260K
SELECT SECTOR SPDR TR — $296K
SELECT SECTOR SPDR TR — $601K
SELECT SECTOR SPDR TR — $245K
SELECT SECTOR SPDR TR — $717K
SELECT SECTOR SPDR TR — $1.2M
SPDR S&P 500 ETF TR — $482K
SPDR SER TR — $1.3M
SPDR SER TR — $6.7M

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