LPWM LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 450,720
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 98 | 450,720 | 13F-HR | LPWM LLC |
| Q1 2026 | 4/8/2026 | 94 | 396,337 | 13F-HR | LPWM LLC |
| Q4 2025 | 1/6/2026 | 87 | 396,433 | 13F-HR | LPWM LLC |
| Q3 2025 | 10/17/2025 | 84 | 374,844 | 13F-HR | LPWM LLC |
| Q2 2025 | 7/8/2025 | 83 | 342,832 | 13F-HR | LPWM LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.98 K | 5.3% | 4.054 K | 0 | 4.054 K |
| ETFs | 426.7 K | 94.7% | 50.34 K | 0 | 50.34 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
450,720
Holdings
98
QoQ value change ($000)
54,383
(13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.