Lpwm LLC reported 25 positions worth $25.11M for the quarter ended Sep 30, 2026, up 5.8% on the prior quarter. It opened 4 new positions, added to 6, trimmed 8 and exited 1. Its largest holding is Nvidia Corp at 20.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +222 | – | $257.40K | 1.03% |
| PLTR Palantir Technologies Inc. | +1,299 | – | $242.98K | 0.968% |
| XOM ExxonMobil Holdings Corp | +1,434 | – | $233.35K | 0.929% |
| COST Costco Wholesale Corp | +225 | – | $205.11K | 0.817% |
| UNH Unitedhealth Group Inc | +185 | +7.2% | $67.91K | 4.04% |
| MSFT Microsoft Corp | +90 | +4.0% | $46.17K | 4.76% |
| TSLA Tesla, Inc. | +62 | +2.4% | $22.00K | 3.7% |
| AAPL Apple Inc. | +38 | +1.1% | $12.65K | 4.77% |
| AMZN Amazon Com Inc | +33 | +0.4% | $8.22K | 7.78% |
| PM Philip Morris International Inc. | +28 | +1.9% | $5.34K | 1.16% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LTH Life Time Group Holdings, Inc. | -6,191 | -39.0% | $246.90K | 1.54% |
| BRK-B Berkshire Hathaway Inc | -287 | -3.6% | $142.91K | 15.31% |
| DELL Dell Technologies Inc. | -253 | -11.2% | $136.10K | 4.31% |
| AVGO Broadcom Inc. | -284 | -6.0% | $99.74K | 6.25% |
| ENVX Enovix Corp | -15.9K | -100.0% | $96.57K | Exited |
| NVDA Nvidia Corp | -342 | -1.5% | $78.11K | 20.38% |
| MMM 3M Co | -261 | -9.7% | $42.84K | 1.59% |
| GOOG Alphabet Inc. | -67 | -2.3% | $22.83K | 3.81% |
| UBER Uber Technologies, Inc | -232 | -6.3% | $15.89K | 0.949% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ENVX Enovix Corp | -15.9K | $96.57K | 0.407% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 22.4K | $5.12M | 20.38% | -342 | -1.5% | Reduced | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,718 | $3.84M | 15.31% | -287 | -3.6% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 7,842 | $1.95M | 7.78% | +33 | +0.4% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 4,466 | $1.57M | 6.25% | -284 | -6.0% | Reduced | 0% |
| 5 | AAPL Apple Inc. | Technology | 3,595 | $1.20M | 4.77% | +38 | +1.1% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 2,329 | $1.19M | 4.76% | +90 | +4.0% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 3,422 | $1.18M | 4.69% | 0 | 0.0% | Unchanged | 0% |
| 8 | DELL Dell Technologies Inc. | Technology | 2,013 | $1.08M | 4.31% | -253 | -11.2% | Reduced | 0% |
| 9 | UNH Unitedhealth Group Inc | Healthcare | 2,761 | $1.01M | 4.04% | +185 | +7.2% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 2,810 | $957.32K | 3.81% | -67 | -2.3% | Reduced | 0% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 3,516 | $930.86K | 3.71% | 0 | 0.0% | Unchanged | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 2,621 | $929.83K | 3.7% | +62 | +2.4% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 693 | $502.55K | 2% | 0 | 0.0% | Unchanged | 0% |
| 14 | MMM 3M Co | Industrials | 2,428 | $398.56K | 1.59% | -261 | -9.7% | Reduced | 0% |
| 15 | LTH Life Time Group Holdings, Inc. | Consumer Discretionary | 9,696 | $386.68K | 1.54% | -6,191 | -39.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Lpwm.
As of its Q3 2026 13F filing, Lpwm LLC’s five largest positions were Nvidia Corp (NVDA) at 20.4%, Berkshire Hathaway Inc (BRK-B) at 15.3%, Amazon Com Inc (AMZN) at 7.8%, Broadcom Inc. (AVGO) at 6.2%, Apple Inc. (AAPL) at 4.8% of the reported portfolio.
Lpwm LLC reported a 13F portfolio worth $25.11M across 25 positions for Q3 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($257.40K), Palantir Technologies Inc. ($242.98K), ExxonMobil Holdings Corp ($233.35K). It opened 4 new positions.
Its largest sales by value were Life Time Group Holdings, Inc. ($246.90K), Berkshire Hathaway Inc ($142.91K), Dell Technologies Inc. ($136.10K). It exited 1 positions entirely.
From the Form 13F-HR reports Lpwm LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.