LPWM LLC

Q4 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$396,433
Net value change ($000)
+21,589 (5.8%)
New positions
4
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVE 4,337 6.6%
VONG 2,679 3.5%
IJH 1,365 101.0%
IWM 1,268 14.8%
IWS 1,193 3.8%
VTV 960 15.8%
IEFA 861 5.2%
VXUS 856 NEW
IUSB 722 66.0%
IVW 716 29.0%
Top Reduces (Value $000, Stocks/ETFs)
JPST -1,783 -9.9%
NVDA -373 -7.6%
XLP -254 -100.0%
BIL -196 -6.2%
MUB -138 -6.0%
BRK-B -118 -2.5%
VNQI -66 -1.5%
ENVX -53 -31.4%
VHT -52 -6.7%
VCR -50 -10.9%
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