LPWM LLC has made headlines with its recent 13F-HR filing, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company’s investment strategy and highlights its significant positions in some of the largest technology firms in the world.

The filing indicates that LPWM LLC holds substantial investments in major companies, including Alphabet Inc., Amazon.com Inc., and Apple Inc. These investments suggest that LPWM is strategically positioning itself to benefit from the continued growth and dominance of these tech giants. The focus on technology and consumer-related stocks reflects a broader trend within the investment industry, where many firms are increasingly allocating resources to sectors that promise robust growth.

Background

LPWM LLC is an investment firm based in Minneapolis, Minnesota. The company is incorporated in Delaware and operates under the Central Index Key (CIK) 0001801101. LPWM LLC primarily engages in investment management, focusing on a diverse portfolio that includes various asset classes. According to its recent filings, the firm has been active in reporting its holdings through forms such as the 13F-HR, which it filed most recently on October 20, 2026.

What the Filing Says

The 13F-HR filing, accession number 0001951757-26-001693, reveals that LPWM LLC reported a total of 101 holdings valued at approximately $457.9 million. This filing is significant as it showcases the firm’s investment strategy and its focus on major players in the technology sector. Notably, the firm has allocated substantial resources to stocks such as:

  • Alphabet Inc. (Class A and Class C) - $1,177,490 and $957,316 respectively
  • Amazon.com Inc. - $1,953,834
  • Apple Inc. - $1,197,044
  • Berkshire Hathaway Inc. (Class B) - $3,843,178
  • Broadcom Inc. - $1,568,525

These figures indicate LPWM's confidence in the tech sector's growth potential and its commitment to investing in companies that are likely to drive future innovation and market expansion.

Impact

This filing may have various implications for stakeholders, including investors, analysts, and competitors within the asset management industry. LPWM's significant investments in major tech companies could influence market trends and investment strategies across the sector. Other firms may be prompted to reassess their own portfolios in light of LPWM's choices, particularly as tech stocks continue to demonstrate resilience and growth potential in a fluctuating market.

What's Next

The filing does not specify what LPWM LLC plans to do next. However, stakeholders will likely be watching closely for any future filings that could indicate shifts in investment strategy or additional acquisitions in the tech sector.