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: $450.7M98 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$435K	0.1%Prev: 0.1%	2,689 SH	Decreased-480 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.2%	3,422 SH	Increased-1,104 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.2%Prev: 0.2%	2,877 SH	Increased-207 SH
AMAZON COM INC	COM	$1.9M	0.4%Prev: 0.4%	7,809 SH	Increased+1,130 SH
APPLE INC	COM	$1.0M	0.2%Prev: 0.2%	3,557 SH	Increased-410 SH
APPLIED MATLS INC	COM	$508K	0.1%	702 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	0.9%Prev: 1.3%	8,005 SH	Decreased-1,490 SH
BROADCOM INC	COM	$1.8M	0.4%Prev: 0.4%	4,750 SH	Increased-707 SH
CROWDSTRIKE HLDGS INC	CL A	$671K	0.1%Prev: 0.1%	879 SH	Increased+246 SH
DELL TECHNOLOGIES INC	CL C	$978K	0.2%Prev: 0.1%	2,266 SH	Increased-655 SH
ECOLAB INC	COM	$331K	0.1%Prev: 0.1%	1,188 SH	Increased
ENOVIX CORPORATION	COM	$97K	0.0%Prev: 0.1%	15,910 SH	Decreased-8,642 SH
IMPAX FUNDS SERIES TRUST I	GLOB SUS INF ETF	$331K	0.1%	12,689 SH	New
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$276K	0.1%Prev: 1.3%	9,918 SH	Decreased-163,197 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$510K	0.1%Prev: 0.1%	7,387 SH	Increased+2,512 SH
INVESCO QQQ TR	UNIT SER 1	$825K	0.2%Prev: 0.2%	1,120 SH	Increased-22 SH
ISHARES INC	CORE MSCI EMKT	$2.7M	0.6%Prev: 0.4%	33,003 SH	Increased+11,472 SH
ISHARES INC	MSCI EMRG CHN	$826K	0.2%Prev: 0.2%	8,070 SH	Increased-122 SH
ISHARES TR	0-3 MTH TREASURY	$1.7M	0.4%	16,528 SH	New
ISHARES TR	0-5 YR TIPS ETF	$205K	0.0%	2,004 SH	New
ISHARES TR	CONV BD ETF	$753K	0.2%Prev: 0.2%	6,189 SH	Increased-663 SH
ISHARES TR	CORE MSCI EAFE	$21.9M	4.9%Prev: 4.5%	226,644 SH	Increased+42,004 SH
ISHARES TR	CORE MSCI TOTAL	$285K	0.1%	2,987 SH	New
ISHARES TR	CORE S&P MCP ETF	$3.6M	0.8%Prev: 0.3%	47,307 SH	Increased+33,028 SH
ISHARES TR	CORE S&P SCP ETF	$844K	0.2%	5,692 SH	New
ISHARES TR	CORE S&P TTL STK	$576K	0.1%	3,509 SH	New
ISHARES TR	CORE S&P500 ETF	$253K	0.1%	337 SH	New
ISHARES TR	CORE UNIVRSL USD	$1.9M	0.4%	41,822 SH	New
ISHARES TR	CORE US AGGBD ET	$6.0M	1.3%Prev: 0.9%	60,164 SH	Increased+27,566 SH
ISHARES TR	EAFE SML CP ETF	$287K	0.1%Prev: 0.1%	3,489 SH	Increased+153 SH
ISHARES TR	GL CLEAN ENE ETF	$375K	0.1%Prev: 0.1%	18,309 SH	Increased+3,039 SH
ISHARES TR	IBOXX INV CP ETF	$1.9M	0.4%Prev: 3.1%	17,522 SH	Decreased-80,619 SH
ISHARES TR	MSCI USA QLT FCT	$1.5M	0.3%Prev: 0.3%	6,961 SH	Increased+819 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.4%Prev: 0.7%	18,758 SH	Decreased-4,101 SH
ISHARES TR	RUS 1000 ETF	$669K	0.1%Prev: 0.2%	1,633 SH	Increased-165 SH
ISHARES TR	RUS 1000 GRW ETF	$657K	0.1%Prev: 0.1%	5,291 SH	Increased+4,291 SH
ISHARES TR	RUS MDCP VAL ETF	$35.6M	7.9%Prev: 8.5%	216,410 SH	Increased-5,258 SH
ISHARES TR	RUS MID CAP ETF	$5.5M	1.2%Prev: 1.1%	49,499 SH	Increased+7,636 SH
ISHARES TR	RUSSELL 2000 ETF	$11.1M	2.5%Prev: 2.2%	36,932 SH	Increased+2,025 SH
ISHARES TR	S&P 500 GRWT ETF	$6.1M	1.3%Prev: 0.6%	44,192 SH	Increased+25,134 SH
ISHARES TR	S&P 500 VAL ETF	$12.3M	2.7%Prev: 17.5%	54,315 SH	Decreased-253,372 SH
ISHARES TR	SHRT NAT MUN ETF	$266K	0.1%	2,501 SH	New
ISHARES TR	TIPS BD ETF	$311K	0.1%Prev: 0.1%	2,840 SH	Decreased-206 SH
ISHARES TR	U.S. FINLS ETF	$865K	0.2%Prev: 0.2%	6,786 SH	Increased+2,420 SH
ISHARES TR	US AER DEF ETF	$477K	0.1%Prev: 0.1%	1,967 SH	Increased+9 SH
ISHARES TR	US OIL EQ&SV ETF	$213K	0.0%	7,903 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$27.6M	6.1%Prev: 5.2%	546,360 SH	Increased+192,045 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.7M	1.3%Prev: 1.2%	112,326 SH	Increased+30,841 SH
JPMORGAN CHASE & CO	COM	$366K	0.1%	1,117 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$237K	0.1%	9,684 SH	New
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$649K	0.1%	15,887 SH	New
META PLATFORMS INC	CL A	$390K	0.1%Prev: 0.1%	693 SH	Increased+242 SH
MICROSOFT CORP	COM	$835K	0.2%Prev: 0.2%	2,239 SH	Increased+945 SH
NVIDIA CORPORATION	COM	$4.6M	1.0%Prev: 1.3%	22,753 SH	Increased-5,294 SH
PGIM ETF TR	ULTR SHO MUN ETF	$605K	0.1%	12,008 SH	New
PHILIP MORRIS INTL INC	COM	$271K	0.1%Prev: 0.1%	1,500 SH	Decreased
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.0M	0.2%	6,421 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.1M	0.2%	20,590 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$212K	0.0%	2,548 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$224K	0.0%	2,092 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.1M	0.5%	10,988 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$19.9M	4.4%	384,456 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$2.8M	0.6%	30,932 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$11.1M	2.5%	101,312 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$681K	0.2%	912 SH	New
TESLA INC	COM	$1.1M	0.2%Prev: 0.1%	2,559 SH	Increased+1,104 SH
UBER TECHNOLOGIES INC	COM	$268K	0.1%	3,711 SH	New
UNITEDHEALTH GROUP INC	COM	$1.1M	0.2%Prev: 0.2%	2,576 SH	Increased+350 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$201K	0.0%	306 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$816K	0.2%Prev: 0.2%	3,315 SH	Increased-178 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.3%Prev: 0.4%	15,823 SH	Increased+12,943 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$852K	0.2%Prev: 0.2%	2,476 SH	Increased-102 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.8M	1.1%Prev: 1.0%	24,226 SH	Increased+2,753 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$6.3M	1.4%Prev: 1.6%	65,210 SH	Increased+2,212 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.4%Prev: 0.4%	2,589 SH	Increased+181 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$978K	0.2%Prev: 0.1%	4,027 SH	Increased+1,867 SH
VANGUARD INDEX FDS	SMALL CP ETF	$904K	0.2%Prev: 0.1%	2,982 SH	Increased+992 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	0.6%Prev: 0.6%	7,385 SH	Increased+684 SH
VANGUARD INDEX FDS	VALUE ETF	$68.4M	15.2%Prev: 1.6%	314,012 SH	Increased+282,447 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$321K	0.1%Prev: 0.1%	3,834 SH	Increased+534 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	0.4%Prev: 3.3%	28,913 SH	Decreased-199,375 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.1M	0.9%Prev: 1.0%	26,742 SH	Increased+2,163 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.7M	0.8%Prev: 1.2%	83,058 SH	Decreased-5,101 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$236K	0.1%	1,506 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$18.0M	4.0%Prev: 3.8%	359,230 SH	Increased+101,879 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.8M	0.8%Prev: 0.9%	75,350 SH	Increased+11,673 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$87.2M	19.4%Prev: 20.1%	682,435 SH	Increased+52,478 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.7M	1.3%Prev: 1.3%	16,780 SH	Increased+1,216 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.2M	0.5%Prev: 0.5%	20,916 SH	Increased+910 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.3M	0.3%Prev: 0.1%	10,326 SH	Increased+6,563 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	0.3%	13,545 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.7M	1.0%Prev: 0.9%	66,057 SH	Increased+13,746 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$209K	0.0%	1,320 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$1.1M	0.2%Prev: 0.3%	5,912 SH	Increased+701 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$583K	0.1%Prev: 0.1%	1,469 SH	Increased+410 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$836K	0.2%Prev: 0.2%	2,795 SH	Increased-49 SH
VANGUARD WORLD FD	INF TECH ETF	$3.9M	0.9%Prev: 0.6%	32,672 SH	Increased+29,527 SH
VISA INC	COM CL A	$316K	0.1%Prev: 0.1%	920 SH	Increased+288 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $358K
EXXON MOBIL CORP — $216K
ISHARES TR — $1.1M
ISHARES TR — $246K
JPMORGAN CHASE & CO. — $307K
SELECT SECTOR SPDR TR — $334K
SELECT SECTOR SPDR TR — $723K
SELECT SECTOR SPDR TR — $242K
SELECT SECTOR SPDR TR — $674K
SELECT SECTOR SPDR TR — $1.5M
SPDR S&P 500 ETF TR — $533K
SPDR SERIES TRUST — $1.8M
SPDR SERIES TRUST — $7.8M
VANGUARD INDEX FDS — $205K

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