LPWM LLC
Net buyer this quarter
$451M
30
+$335K
11.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IWS | $35.6M | 7.90% | Not reported | -4.5% | Q4 2019 |
 NVDA | $4.55M | 1.01% | 0.00% | -1.1% | Q1 2020 |
 BRK.B | $4.01M | 0.89% | Not reported | -5.9% | Q4 2019 |
 AMZN | $1.86M | 0.41% | 0.00% | -1.3% | Q4 2019 |
 AVGO | $1.79M | 0.40% | 0.00% | Not reported | Q4 2020 |
 GOOGL | $1.22M | 0.27% | 0.00% | -11.9% | Q4 2019 |
 TSLA | $1.08M | 0.24% | 0.00% | +15.3% | Q2 2023 |
 UNH | $1.07M | 0.24% | 0.00% | Not reported | Q2 2021 |
 AAPL | $1.03M | 0.23% | 0.00% | -3.5% | Q4 2019 |
| GOOG | $1.02M | 0.23% | Not reported | -1.0% | Q4 2021 |
 DELL | $978K | 0.22% | 0.00% | Not reported | Q1 2024 |
 MSFT | $835K | 0.19% | 0.00% | +24.0% | Q3 2020 |
| EMXC | $826K | 0.18% | Not reported | +12.3% | Q1 2022 |
 QQQ | $825K | 0.18% | Not reported | -3.9% | Q4 2023 |
 SPY | $681K | 0.15% | Not reported | +0.2% | Q4 2019 |
 CRWD | $671K | 0.15% | 0.00% | Not reported | Q4 2024 |
 LTH | $649K | 0.14% | 0.01% | New | Q2 2026 |
 PUSH | $605K | 0.13% | Not reported | New | Q2 2026 |
 AMAT | $508K | 0.11% | 0.00% | New | Q2 2026 |
 MMM | $435K | 0.10% | 0.00% | -11.8% | Q4 2019 |
 META | $390K | 0.09% | Not reported | Not reported | Q2 2024 |
 JPM | $366K | 0.08% | 0.00% | -1.0% | Q2 2024 |
 ECL | $331K | 0.07% | 0.00% | Not reported | Q4 2019 |
 V | $316K | 0.07% | 0.00% | +2.6% | Q1 2025 |
| SCZ | $287K | 0.06% | Not reported | +5.2% | Q3 2020 |
 PM | $271K | 0.06% | 0.00% | Not reported | Q1 2025 |
 UBER | $268K | 0.06% | 0.00% | New | Q2 2026 |
 VYM | $209K | 0.05% | Not reported | Not reported | Q4 2020 |
 SMH | $201K | 0.04% | Not reported | New | Q2 2026 |
 ENVX | $96.6K | 0.02% | 0.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| IWS | $33M | 8.34% | Not reported | -2.1% | Q4 2019 |
| BRK.B | $4.08M | 1.03% | Not reported | -5.6% | Q4 2019 |
| NVDA | $4.01M | 1.01% | 0.00% | -5.3% | Q1 2020 |
| AMZN | $1.65M | 0.42% | 0.00% | +3.5% | Q4 2019 |
| AVGO | $1.47M | 0.37% | 0.00% | -17.8% | Q4 2020 |
| GOOGL | $1.12M | 0.28% | 0.00% | -12.4% | Q4 2019 |
| AAPL | $935K | 0.24% | 0.00% | -6.0% | Q4 2019 |
| GOOG | $833K | 0.21% | Not reported | 0.0% | Q4 2021 |
| TSLA | $825K | 0.21% | 0.00% | +6.0% | Q2 2023 |
| UNH | $697K | 0.18% | 0.00% | +5.4% | Q2 2021 |
| QQQ | $672K | 0.17% | Not reported | +2.4% | Q4 2023 |
| MSFT | $669K | 0.17% | 0.00% | +1.8% | Q3 2020 |
| SPY | $592K | 0.15% | Not reported | +6.8% | Q4 2019 |
| EMXC | $565K | 0.14% | Not reported | -16.7% | Q1 2022 |
| MMM | $443K | 0.11% | 0.00% | -3.8% | Q4 2019 |
| META | $396K | 0.10% | Not reported | Not reported | Q2 2024 |
| DELL | $372K | 0.09% | 0.00% | -11.9% | Q1 2024 |
| CRWD | $343K | 0.09% | 0.00% | +22.6% | Q4 2024 |
| JPM | $332K | 0.08% | 0.00% | +6.4% | Q2 2024 |
| ECL | $316K | 0.08% | 0.00% | Not reported | Q4 2019 |
| V | $271K | 0.07% | 0.00% | Not reported | Q1 2025 |
| SCZ | $260K | 0.07% | Not reported | 0.0% | Q3 2020 |
| PM | $248K | 0.06% | 0.00% | Not reported | Q1 2025 |
 XOM | $243K | 0.06% | 0.00% | Not reported | Q1 2025 |
| ENVX | $82.4K | 0.02% | 0.01% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| IWS | $32.7M | 8.24% | Not reported | +2.8% | Q4 2019 |
| BRK.B | $4.53M | 1.14% | Not reported | -2.5% | Q4 2019 |
| NVDA | $4.53M | 1.14% | 0.00% | -7.6% | Q1 2020 |
| AVGO | $2M | 0.50% | 0.00% | +5.6% | Q4 2020 |
| AMZN | $1.76M | 0.45% | 0.00% | +11.2% | Q4 2019 |
| GOOGL | $1.39M | 0.35% | 0.00% | -2.2% | Q4 2019 |
| AAPL | $1.07M | 0.27% | 0.00% | +3.7% | Q4 2019 |
| TSLA | $942K | 0.24% | 0.00% | -0.3% | Q2 2023 |
| GOOG | $911K | 0.23% | Not reported | +12.0% | Q4 2021 |
| MSFT | $858K | 0.22% | 0.00% | +35.5% | Q3 2020 |
| UNH | $806K | 0.20% | 0.00% | +17.4% | Q2 2021 |
| QQQ | $699K | 0.18% | Not reported | -1.3% | Q4 2023 |
 COR | $697K | 0.18% | 0.00% | Not reported | Q4 2019 |
| EMXC | $627K | 0.16% | Not reported | +9.3% | Q1 2022 |
| SPY | $581K | 0.15% | Not reported | Not reported | Q4 2019 |
| MMM | $507K | 0.13% | 0.00% | Not reported | Q4 2019 |
| META | $457K | 0.12% | Not reported | +53.7% | Q2 2024 |
| JPM | $342K | 0.09% | 0.00% | Not reported | Q2 2024 |
| CRWD | $336K | 0.08% | 0.00% | +13.3% | Q4 2024 |
| DELL | $324K | 0.08% | 0.00% | -0.2% | Q1 2024 |
| V | $314K | 0.08% | 0.00% | +39.5% | Q1 2025 |
| ECL | $312K | 0.08% | 0.00% | Not reported | Q4 2019 |
| SCZ | $257K | 0.06% | Not reported | Not reported | Q3 2020 |
| PM | $241K | 0.06% | 0.00% | -0.6% | Q1 2025 |
| ENVX | $116K | 0.03% | 0.01% | -5.9% | Q4 2024 |
| Q3 2025 | |||||
| IWS | $31.5M | 8.40% | Not reported | +1.6% | Q4 2019 |
| NVDA | $4.9M | 1.31% | 0.00% | -6.4% | Q1 2020 |
| BRK.B | $4.65M | 1.24% | Not reported | -2.6% | Q4 2019 |
| AVGO | $1.8M | 0.48% | 0.00% | +0.3% | Q4 2020 |
| AMZN | $1.51M | 0.40% | 0.00% | +2.9% | Q4 2019 |
| GOOGL | $1.1M | 0.29% | 0.00% | +0.2% | Q4 2019 |
| AAPL | $963K | 0.26% | 0.00% | -4.6% | Q4 2019 |
| TSLA | $934K | 0.25% | 0.00% | +44.4% | Q2 2023 |
| UNH | $718K | 0.19% | 0.00% | -6.5% | Q2 2021 |
| QQQ | $692K | 0.18% | Not reported | +1.0% | Q4 2023 |
| MSFT | $678K | 0.18% | 0.00% | +1.2% | Q3 2020 |
| GOOG | $632K | 0.17% | Not reported | -15.9% | Q4 2021 |
| SPY | $568K | 0.15% | Not reported | -1.2% | Q4 2019 |
| EMXC | $533K | 0.14% | Not reported | -3.6% | Q1 2022 |
| MMM | $492K | 0.13% | 0.00% | Not reported | Q4 2019 |
| DELL | $365K | 0.10% | 0.00% | -11.8% | Q1 2024 |
| JPM | $334K | 0.09% | 0.00% | Not reported | Q2 2024 |
| META | $331K | 0.09% | Not reported | Not reported | Q2 2024 |
| ECL | $325K | 0.09% | 0.00% | Not reported | Q4 2019 |
| CRWD | $310K | 0.08% | 0.00% | Not reported | Q4 2024 |
| SCZ | $254K | 0.07% | Not reported | -0.6% | Q3 2020 |
| PM | $245K | 0.07% | 0.00% | +0.6% | Q1 2025 |
| V | $219K | 0.06% | 0.00% | +1.7% | Q1 2025 |
| ENVX | $169K | 0.04% | 0.01% | -31.1% | Q4 2024 |