LPWM LLC

Q1 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$396,337
Net value change ($000)
-96 (-0.0%)
New positions
11
Sold out positions
4
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPEM 17,831 NEW
JPST 9,494 58.3%
AGG 2,030 52.2%
IEFA 1,822 10.4%
VTIP 1,629 11.9%
VTV 1,012 14.4%
VEA 690 19.6%
IEMG 462 27.5%
XLE 455 56.5%
IWS 376 1.2%
Top Reduces (Value $000, Stocks/ETFs)
VWO -11,666 -89.3%
LQD -9,629 -85.3%
VONG -7,864 -9.8%
EELV -4,590 -93.4%
COR -697 -100.0%
VNQI -646 -15.3%
AVGO -530 -26.5%
NVDA -515 -11.4%
IWM -508 -5.2%
BRK-B -455 -10.0%
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