Lpwm LLC reported 98 holdings worth US$451M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Lpwm LLC reported 98 holdings worth US$451M as of Jun 30, 2026. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 98
- Value as reported
- US$451M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 22,753 | US$4.55M | 1.0% |
| Berkshire Hathaway Inc. | 8,005 | US$4.01M | 0.89% |
| Alphabet Inc (google) Class C | 6,266 | US$2.24M | 0.50% |
| Amazon.com, Inc. | 7,809 | US$1.86M | 0.41% |
| Broadcom Inc. | 4,750 | US$1.79M | 0.40% |
| Tesla, Inc. | 2,559 | US$1.08M | 0.24% |
| Unitedhealth Group Incorporated | 2,576 | US$1.07M | 0.24% |
| Apple Inc | 3,557 | US$1.03M | 0.23% |
| Dell Technologies Inc. | 2,266 | US$978K | 0.22% |
| Microsoft Corp. | 2,239 | US$835K | 0.19% |
| Crowdstrike Holdings, Inc. | 879 | US$671K | 0.15% |
| Life Time Group Holdings, Inc. | 15,887 | US$649K | 0.14% |
| Applied Materials, Inc. | 702 | US$508K | 0.11% |
| 3m Company | 2,689 | US$435K | 0.10% |
| Meta Platforms, Inc. | 693 | US$390K | 0.09% |
| Jp Morgan Chase & Co. | 1,117 | US$366K | 0.08% |
| Ecolab Inc. | 1,188 | US$331K | 0.07% |
| Visa Inc. | 920 | US$316K | 0.07% |
| Philip Morris International Inc | 1,500 | US$271K | 0.06% |
| Uber Technologies, Inc. | 3,711 | US$268K | 0.06% |
| Enovix Corporation | 15,910 | US$96,574 | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |