LPWM LLC
Sector Allocation
- Other94.3%$431.8M
- Technology3.2%$14.8M
- Financials1.1%$5.0M
- Consumer Discretionary0.6%$2.9M
- Healthcare0.4%$1.7M
- Consumer Staples0.1%$496,682
- Communication Services0.1%$386,676
- Materials0.1%$326,201
- Industrials0.1%$238,570
- Energy0.1%$233,347
AUM History
13fpro.ai/research/fund/lpwm-llc-1801101
Conviction and streaks
Diversifying · top 10 = 68.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$88.9M
- VANGUARD$68.1M
- ISHARES$34.6M
- J$27.3M
- ISHARES$22.5M
- SPDR$20.1M
- VANGUARD$17.9M
- ISHARES$12.2M
- ISHARES$10.4M
- SPDR$10.3M
- J$7.1M
- ISHARES$6.4M
- VANGUARD$5.9M
- VANGUARD$5.9M
- ISHARES$5.6M
- ISHARES$5.3M
NVDA
$5.1M- VANGUARD$4.7M
- VANGUARD$4.7M
- ISHARES$4.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lpwm-llc-1801101
LPWM LLC 13F holdings — Q3 2026
$457.9M portfolio (+1.6% QoQ) · 101 holdings · Q3 2026 13F · top 10 are 68% of the stock portfolio
- 1
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$88.9M
19.4% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$68.1M
14.9% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS MDCP VAL ETF
$34.6M
7.5% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$27.3M
6.0% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$22.5M
4.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR INDEX SHS FDS - ST PORT MARK ETF
$20.1M
4.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD MALVERN FDS - STRM INFPROIDX
$17.9M
3.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 VAL ETF
$12.2M
2.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUSSELL 2000 ETF
$10.4M
2.3% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR SP600SM C
$10.3M
2.2% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $88.9M | 19.4% | +1.0% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $68.1M | 14.9% | +0.4% | — | — | — | — | |
| 3 | ISHARES TR - RUS MDCP VAL ETF | $34.6M | 7.5% | -0.6% | — | — | — | — | |
| 4 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $27.3M | 6.0% | -0.7% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI EAFE | $22.5M | 4.9% | +3% | — | — | — | — | |
| 6 | SPDR INDEX SHS FDS - ST PORT MARK ETF | $20.1M | 4.4% | +1% | — | — | — | — | |
| 7 | VANGUARD MALVERN FDS - STRM INFPROIDX | $17.9M | 3.9% | +1% | — | — | — | — | |
| 8 | ISHARES TR - S&P 500 VAL ETF | $12.2M | 2.7% | -2% | — | — | — | — | |
| 9 | ISHARES TR - RUSSELL 2000 ETF | $10.4M | 2.3% | +0.9% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR SP600SM C | $10.3M | 2.2% | -1.0% | — | — | — | — |
All holdings — LPWM LLC (Q3 2026)
101 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $7.1M | 1.6% | 141K | +26% | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $6.4M | 1.4% | 45K | +2% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund | — | $5.9M | 1.3% | 17K | +2% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $5.9M | 1.3% | 65K | +0.2% | — | — | 13F |
| 15 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $5.6M | 1.2% | 60K | -0.9% | — | — | 13F |
| 16 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $5.3M | 1.2% | 50K | +0.9% | — | — | 13F |
| 17 | NVIDIA CORP | Technology | $5.1M | 1.1% | 22K | -2% | 11+ qtrsTrimmed 10 qtrs in a row | 86.0 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund | — | $4.7M | 1.0% | 24K | +0.0% | — | — | 13F |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $4.7M | 1.0% | 67K | +0.8% | — | — | 13F |
| 20 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $4.6M | 1.0% | 46K | +176% | — | — | 13F |
| 21 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $4.6M | 1.0% | 97K | +28% | — | — | 13F |
| 22 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $4.2M | 0.9% | 27K | +1% | — | — | 13F |
| 23 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $4.1M | 0.9% | 33K | +0.4% | — | — | 13F |
| 24 | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 0.8% | 7,718 | -4% | 11+ qtrsTrimmed 5 qtrs in a row | 73.5 | 13F | |
| 25 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $3.7M | 0.8% | 51K | +7% | — | — | 13F |
| 26 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $3.6M | 0.8% | 84K | +0.7% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.8M | 0.6% | 7,495 | +1% | |||
| 28 | — | ISHARES INC - CORE MSCI EMKT | — | $2.8M | 0.6% | 34K | +4% | |||
| 29 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $2.7M | 0.6% | 30K | -4% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $2.4M | 0.5% | 22K | +4% | |||
| 31 | — | PGIM ETF TR - ULTR SHO MUN ETF | — | $2.2M | 0.5% | 45K | +273% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.2M | 0.5% | 11K | +0.3% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.0M | 0.4% | 7,842 | +0.4% | |||
| 34 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.9M | 0.4% | 32K | +9% | |||
| 35 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8M | 0.4% | 2,634 | +2% | |||
| 36 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.8M | 0.4% | 42K | — | |||
| 37 | — | ISHARES TR - IBOXX INV CP ETF | — | $1.8M | 0.4% | 18K | — | |||
| 38 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.6M | 0.4% | 7,321 | +5% | |||
| 39 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.3% | 4,466 | -6% | |||
| 40 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.5M | 0.3% | 15K | -20% | |||
| 41 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.4M | 0.3% | 16K | -0.0% | |||
| 42 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.3M | 0.3% | 15K | +11% | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $1.2M | 0.3% | 11K | +5% | |||
| 44 | $AAPL | Apple Inc. | Technology | $1.2M | 0.3% | 3,595 | +1% | |||
| 45 | $MSFT | MICROSOFT CORP | Technology | $1.2M | 0.3% | 2,329 | +4% | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,422 | — | |||
| 47 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.2M | 0.3% | 19K | -8% | |||
| 48 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $1.1M | 0.3% | 5,912 | — | |||
| 49 | $DELL | Dell Technologies Inc. | Technology | $1.1M | 0.2% | 2,013 | -11% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.1M | 0.2% | 6,244 | -3% | |||
| 51 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.0M | 0.2% | 2,761 | +7% | |||
| 52 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $958K | 0.2% | 3,032 | +8% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $957K | 0.2% | 2,810 | -2% | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $933K | 0.2% | 4,039 | +0.3% | |||
| 55 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $931K | 0.2% | 3,516 | +300% | |||
| 56 | $TSLA | Tesla, Inc. | Consumer Discretionary | $930K | 0.2% | 2,621 | +2% | |||
| 57 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $903K | 0.2% | 1,221 | +9% | |||
| 58 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $896K | 0.2% | 3,148 | +6% | |||
| 59 | — | ISHARES INC - MSCI EMRG CHN | — | $866K | 0.2% | 8,744 | +8% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $863K | 0.2% | 2,454 | -0.9% | |||
| 61 | — | ISHARES TR - U.S. FINLS ETF | — | $853K | 0.2% | 6,786 | — | |||
| 62 | — | ISHARES TR - CORE S&P SCP ETF | — | $779K | 0.2% | 5,724 | +0.6% | |||
| 63 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $768K | 0.2% | 3,315 | — | |||
| 64 | $SPY | SPDR S&P 500 ETF TRUST | — | $762K | 0.2% | 999 | +10% | |||
| 65 | — | ISHARES TR - RUS 1000 GRW ETF | — | $737K | 0.2% | 5,885 | +11% | |||
| 66 | — | ISHARES TR - CONV BD ETF | — | $696K | 0.1% | 6,165 | -0.4% | |||
| 67 | — | ISHARES TR - RUS 1000 ETF | — | $680K | 0.1% | 1,633 | — | |||
| 68 | — | ISHARES TR - CORE S&P TTL STK | — | $645K | 0.1% | 3,878 | +11% | |||
| 69 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $536K | 0.1% | 1,469 | — | |||
| 70 | $META | Meta Platforms, Inc. | Technology | $503K | 0.1% | 693 | — | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $502K | 0.1% | 7,408 | +0.3% | |||
| 72 | — | ISHARES TR - CORE MSCI TOTAL | — | $494K | 0.1% | 5,204 | +74% | |||
| 73 | — | ISHARES TR - US AER DEF ETF | — | $407K | 0.1% | 1,967 | — | |||
| 74 | $MMM | 3M CO | Healthcare | $399K | 0.1% | 2,428 | -10% | |||
| 75 | $LTH | Life Time Group Holdings, Inc. | Communication Services | $387K | 0.1% | 9,696 | -39% | |||
| 76 | $JPM | JPMORGAN CHASE & CO | Financials | $370K | 0.1% | 1,117 | — | |||
| 77 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $359K | 0.1% | 702 | — | |||
| 78 | $V | VISA INC. | Financials | $330K | 0.1% | 920 | — | |||
| 79 | $ECL | ECOLAB INC. | Materials | $326K | 0.1% | 1,188 | — | |||
| 80 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $319K | 0.1% | 3,841 | +0.2% | |||
| 81 | — | ISHARES TR - GL CLEAN ENE ETF | — | $311K | 0.1% | 18K | — | |||
| 82 | — | IMPAX FUNDS SERIES TRUST I - GLOB SUS INF ETF | — | $311K | 0.1% | 13K | — | |||
| 83 | — | ISHARES TR - TIPS BD ETF | — | $295K | 0.1% | 2,838 | -0.1% | |||
| 84 | — | ISHARES TR - EAFE SML CP ETF | — | $294K | 0.1% | 3,481 | -0.2% | |||
| 85 | $PM | Philip Morris International Inc. | Consumer Staples | $292K | 0.1% | 1,528 | +2% | |||
| 86 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | — | $271K | 0.1% | 9,676 | -2% | |||
| 87 | — | ISHARES TR - CORE S&P500 ETF | — | $258K | 0.1% | 337 | — | |||
| 88 | $LLY | ELI LILLY & Co | Healthcare | $257K | 0.1% | 222 | New | |||
| 89 | $PLTR | Palantir Technologies Inc. | Technology | $243K | 0.1% | 1,299 | New | |||
| 90 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $239K | 0.1% | 2,153 | +3% | |||
| 91 | $DOV | DOVER Corp | Industrials | $239K | 0.1% | 1,511 | +0.3% | |||
| 92 | $UBER | Uber Technologies, Inc | Technology | $238K | 0.1% | 3,479 | -6% | |||
| 93 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $233K | 0.1% | 1,434 | New | |||
| 94 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $233K | 0.1% | 7,753 | New | |||
| 95 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $231K | 0.1% | 5,867 | New | |||
| 96 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $224K | 0.1% | 5,582 | New | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $205K | 0.0% | 2,548 | — | |||
| 98 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $205K | 0.0% | 225 | New | |||
| 99 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $205K | 0.0% | 1,320 | — | |||
| 100 | — | ISHARES TR - US OIL EQ&SV ETF | — | $201K | 0.0% | 7,587 | -4% | |||
| 101 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $200K | 0.0% | 1,329 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 50 added to, 24 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$LLYELI LILLY & Co$257K
first bought this quarter
$PLTRPalantir Technologies Inc.$243K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$233K
first bought this quarter
- SCHWAB STRATEGIC TR - US LRG CAP ETF$233K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR UTIL ETF$231K
first bought this quarter
- DIMENSIONAL ETF TRUST - US LARG VALU ETF$224K
first bought this quarter
+2 more in the Excel export
Added to (50)
- ISHARES TR - 0-3 MTH TREASURY+176%
now $4.6M
- PGIM ETF TR - ULTR SHO MUN ETF+273%
now $2.2M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL+26%
now $7.1M
- VANGUARD MUN BD FDS - TAX EXEMPT BD+28%
now $4.6M
- VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW+1.0%
now $88.9M
$CRWDCrowdStrike Holdings, Inc.+300%
now $931K · held 8 qtrs
+44 more in the Excel export
Trimmed (24)
- ISHARES TR - NATIONAL MUN ETF-20%
now $1.5M
$LTHLife Time Group Holdings, Inc.-39%
now $387K · held 2 qtrs
- ISHARES TR - S&P 500 VAL ETF-2%
now $12.2M
- ISHARES TR - RUS MDCP VAL ETF-0.6%
now $34.6M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-0.7%
now $27.3M
$BRK.BBERKSHIRE HATHAWAY INC-4%
now $3.8M · held 11+ qtrs, 5 trims in a row
+18 more in the Excel export
Sold out (5)
- ISHARES TR - SHRT NAT MUN ETFwas $266K
- KRANESHARES TRUST - CSI CHI INTERNETwas $237K
- ISHARES TR - 0-5 YR TIPS ETFwas $205K
- VANECK ETF TRUST - SEMICONDUCTR ETFwas $201K
$ENVXEnovix Corpwas $97K
held 7 qtrs
Holdings by quarter
Every 13F LPWM LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow LPWM?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LPWM's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 25% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LPWM LLC disclosed 101 positions worth $457.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 5 — including a new stake in $LLY. The portfolio is most concentrated in Other (94.3% of disclosed assets). All figures are sourced directly from LPWM LLC’s Form 13F-HR filing with the SEC under CIK 1801101.
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AI-Powered Hedge Fund Analysis: LPWM LLC
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Every holding in LPWM LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.