LPWM LLC

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$457,899
Net value change ($000)
+7,179 (1.6%)
New positions
8
Sold out positions
5
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SGOV 2,937 176.5%
VONG 1,641 1.9%
PUSH 1,626 268.8%
JMST 1,405 24.5%
VTEB 765 20.1%
IEFA 656 3.0%
NVDA 565 12.4%
MSFT 360 43.1%
IVW 328 5.4%
CRWD 260 38.7%
Top Reduces (Value $000, Stocks/ETFs)
IWS -1,059 -3.0%
SLYV -804 -7.3%
IWM -741 -6.7%
MUB -495 -24.5%
VNQ -433 -6.9%
AGG -316 -5.3%
VTV -308 -0.5%
JPST -303 -1.1%
SUB -266 -100.0%
LTH -262 -40.4%
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