Institutional Manager · CIK 0001801101
LPWM LLC
MINNEAPOLIS, MN · File #028-19714
Latest AUM
$396.4M
Positions
87
Top-10 Concentration
72.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202587 pos · $396.4M
- 13F HOLDINGS REPORTQ/E Sep 202584 pos · $374.8M
- 13F HOLDINGS REPORTQ/E Jun 202583 pos · $342.8M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $310.5M
- 13F HOLDINGS REPORTQ/E Dec 202478 pos · $311.3M
- 13F HOLDINGS REPORTQ/E Sep 202477 pos · $305.4M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $289.6M
- 13F HOLDINGS REPORTQ/E Mar 202472 pos · $272.3M
- 13F HOLDINGS REPORTQ/E Dec 202367 pos · $222.4M
- 13F HOLDINGS REPORTQ/E Sep 202367 pos · $226.7M
- 13F HOLDINGS REPORTQ/E Jun 202368 pos · $208.0M
- 13F HOLDINGS REPORTQ/E Mar 202359 pos · $185.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C680 | 659,713 | $80.3M | 21.17% |
| 2 | ISHARES TR | 464287408 | 329,407 | $69.9M | 18.41% |
| 3 | ISHARES TR | 464287473 | 231,561 | $32.7M | 8.61% |
| 4 | ISHARES TR | 46432F842 | 196,192 | $17.6M | 4.63% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 321,899 | $16.3M | 4.29% |
| 6 | VANGUARD MALVERN FDS | 922020805 | 275,811 | $13.6M | 3.60% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 242,904 | $13.1M | 3.44% |
| 8 | ISHARES TR | 464287242 | 102,504 | $11.3M | 2.98% |
| 9 | ISHARES TR | 464287655 | 39,923 | $9.8M | 2.59% |
| 10 | SPDR SERIES TRUST | 78464A300 | 100,943 | $9.2M | 2.42% |
| 11 | VANGUARD INDEX FDS | 922908744 | 36,790 | $7.0M | 1.85% |
| 12 | VANGUARD INDEX FDS | 922908553 | 66,439 | $5.9M | 1.55% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C730 | 16,052 | $5.0M | 1.31% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 179,130 | $4.9M | 1.30% |
| 15 | ISHARES TR | 464287499 | 49,147 | $4.7M | 1.25% |
| 16 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 91,984 | $4.7M | 1.24% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,018 | $4.5M | 1.19% |
| 18 | NVIDIA CORPORATION | NVDA | 24,269 | $4.5M | 1.19% |
| 19 | VANGUARD INDEX FDS | 922908512 | 24,966 | $4.4M | 1.17% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042676 | 92,172 | $4.2M | 1.11% |