LPWM LLC

Q3 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
84
Total value ($000)
$374,844
Net value change ($000)
+32,012 (9.3%)
New positions
3
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VONG 8,850 12.9%
IVE 5,392 9.0%
IWS 2,178 7.4%
VWO 1,452 12.9%
BIL 1,318 71.4%
IEFA 1,276 8.3%
IWM 1,026 13.6%
SLYV 949 12.2%
IWR 635 16.5%
VTV 488 8.7%
Top Reduces (Value $000, Stocks/ETFs)
AXP -358 -100.0%
XOM -216 -100.0%
ENVX -85 -33.5%
MUB -78 -3.3%
VUG -65 -5.1%
PM -28 -10.3%
CRWD -12 -3.7%
V -5 -2.2%
META -2 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type