LPWM LLC

MINNEAPOLIS, MN · CIK 1801101 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMinneapolis, MN

$450.7m reported value +13.7% vs Q1 2026

98positions

69.5%in top 10

7 new 43 added 27 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	682,435	$87.2m19.35%	19.35%	Added +21.9k	+21,882 3.3%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	314,012	$68.4m15.18%	15.18%	Added +273.0k	+273,039 666.4%
3	ISHARES TR RUS MDCP VAL ETF IWS	IWS	216,410	$35.6m7.90%	7.90%	Reduced -10.3k	-10,281 -4.5%
4	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	546,360	$27.6m6.13%	6.13%	Added +37.0k	+36,998 7.3%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	226,644	$21.9m4.86%	4.86%	Added +12.6k	+12,649 5.9%
6	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	384,456	$19.9m4.42%	4.42%	Added +4.4k	+4,352 1.1%
7	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	359,230	$18.0m4.00%	4.00%	Added +53.5k	+53,514 17.5%
8	ISHARES TR S&P 500 VAL ETF IVE	IVE	54,315	$12.3m2.74%	2.74%	Reduced -277.6k	-277,585 -83.6%
9	ISHARES TR RUSSELL 2000 ETF IWM	IWM	36,932	$11.1m2.46%	2.46%	Reduced -645	-645 -1.7%
10	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	101,312	$11.1m2.45%	2.45%	Added +489	+489 0.5%
11	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	65,210	$6.3m1.40%	1.40%	Reduced -435	-435 -0.7%
12	ISHARES TR S&P 500 GRWT ETF IVW	IVW	44,192	$6.1m1.35%	1.35%	Added +18.6k	+18,598 72.7%
13	ISHARES TR CORE US AGGBD ET AGG	AGG	60,164	$6.0m1.32%	1.32%	Added +551	+551 0.9%
14	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	112,326	$5.7m1.27%	1.27%	Added +22.9k	+22,873 25.6%
15	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	16,780	$5.7m1.26%	1.26%	Added +606	+606 3.8%
16	ISHARES TR RUS MID CAP ETF IWR	IWR	49,499	$5.5m1.21%	1.21%	Added +17	+17 0.0%
17	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	24,226	$4.8m1.06%	1.06%	Reduced -208	-208 -0.8%
18	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	66,057	$4.7m1.04%	1.04%	Added +279	+279 0.4%
19	NVIDIA CORPORATION COM NVDA	NVDA	22,753	$4.6m1.01%	1.01%	Reduced -243	-243 -1.1%
20	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	26,742	$4.1m0.92%	0.92%	Added +999	+999 3.9%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,005	$4.0m0.89%	0.89%	Reduced -505	-505 -5.9%
22	VANGUARD WORLD FD INF TECH ETF VGT	VGT	32,672	$3.9m0.87%	0.87%	Reduced -64	-64 -0.2%
23	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	75,350	$3.8m0.85%	0.85%	Added +9.9k	+9,867 15.1%
24	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	83,058	$3.7m0.83%	0.83%	Added +2.5k	+2,544 3.2%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	47,307	$3.6m0.81%	0.81%	Added +2.3k	+2,338 5.2%
26	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	30,932	$2.8m0.63%	0.63%	Reduced -795	-795 -2.5%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	33,003	$2.7m0.61%	0.61%	Added +2.3k	+2,294 7.5%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,385	$2.7m0.61%	0.61%	Added +101	+101 1.4%
29	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	20,916	$2.2m0.49%	0.49%	Added +2.2k	+2,206 11.8%
30	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,988	$2.1m0.46%	0.46%	Added +24	+24 0.2%
31	ISHARES TR NATIONAL MUN ETF MUB	MUB	18,758	$2.0m0.45%	0.45%	Reduced -169	-169 -0.9%
32	ISHARES TR CORE TOTAL USD IUSB	IUSB	41,822	$1.9m0.43%	0.43%	Added +2.7k	+2,717 7.0%
33	ISHARES TR IBOXX INV CP ETF LQD	LQD	17,522	$1.9m0.42%	0.42%	Added +2.2k	+2,237 14.6%
34	AMAZON COM INC COM AMZN	AMZN	7,809	$1.9m0.41%	0.41%	Reduced -104	-104 -1.3%
35	BROADCOM INC COM AVGO	AVGO	4,750	$1.8m0.40%	0.40%	Unchanged
36	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,589	$1.8m0.39%	0.39%	Added +47	+47 1.9%
37	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	28,913	$1.7m0.38%	0.38%	Added +3.1k	+3,136 12.2%
38	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	16,528	$1.7m0.37%	0.37%	Added +11.2k	+11,232 212.1%
39	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	6,961	$1.5m0.34%	0.34%	Reduced -164	-164 -2.3%
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,823	$1.4m0.30%	0.30%	Added +307	+307 2.0%
41	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	10,326	$1.3m0.28%	0.28%	Added +1.2k	+1,213 13.3%
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,422	$1.2m0.27%	0.27%	Reduced -462	-462 -11.9%
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	13,545	$1.2m0.26%	0.26%	Added +1.2k	+1,180 9.5%
44	SELECT SECTOR SPDR TR ENERGY XLE	XLE	20,590	$1.1m0.24%	0.24%	Unchanged
45	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	5,912	$1.1m0.24%	0.24%	Unchanged
46	TESLA INC COM TSLA	TSLA	2,559	$1.1m0.24%	0.24%	Added +339	+339 15.3%
47	UNITEDHEALTH GROUP INC COM UNH	UNH	2,576	$1.1m0.24%	0.24%	Unchanged
48	APPLE INC COM AAPL	AAPL	3,557	$1.0m0.23%	0.23%	Reduced -129	-129 -3.5%
49	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	6,421	$1.0m0.23%	0.23%	Reduced -118	-118 -1.8%
50	ALPHABET INC CAP STK CL C GOOG	GOOG	2,877	$1.0m0.23%	0.23%	Reduced -28	-28 -1.0%
51	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,027	$978.5k0.22%	0.22%	Unchanged
52	DELL TECHNOLOGIES INC CL C DELL	DELL	2,266	$977.7k0.22%	0.22%	Unchanged
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,982	$903.9k0.20%	0.20%	Added +459	+459 18.2%
54	ISHARES TR U.S. FINLS ETF IYF	IYF	6,786	$865.3k0.19%	0.19%	Unchanged
55	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	2,476	$851.5k0.19%	0.19%	Reduced -50	-50 -2.0%
56	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,692	$844.2k0.19%	0.19%	Unchanged
57	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,795	$835.7k0.19%	0.19%	Reduced -100	-100 -3.5%
58	MICROSOFT CORP COM MSFT	MSFT	2,239	$835.2k0.19%	0.19%	Added +433	+433 24.0%
59	ISHARES INC MSCI EMRG CHN EMXC	EMXC	8,070	$825.6k0.18%	0.18%	Added +883	+883 12.3%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,120	$824.7k0.18%	0.18%	Reduced -45	-45 -3.9%
61	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,315	$816.2k0.18%	0.18%	Reduced -20	-20 -0.6%
62	ISHARES TR CONV BD ETF ICVT	ICVT	6,189	$753.4k0.17%	0.17%	Reduced -529	-529 -7.9%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	912	$681.1k0.15%	0.15%	Added +2	+2 0.2%
64	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	879	$670.8k0.15%	0.15%	Unchanged
65	ISHARES TR RUS 1000 ETF IWB	IWB	1,633	$668.7k0.15%	0.15%	Reduced -165	-165 -9.2%
66	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,291	$657.0k0.15%	0.15%	Added +287	+287 5.7%
67	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	15,887	$648.8k0.14%	0.14%	New
68	PGIM ETF TR ULTR SHO MUN ETF PUSH	PUSH	12,008	$605.4k0.13%	0.13%	New
69	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,469	$582.6k0.13%	0.13%	Unchanged
70	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,509	$576.5k0.13%	0.13%	Reduced -80	-80 -2.2%
71	INVESCO EXCHANGE TRADED FD T WATER RES ETF PHO	PHO	7,387	$510.3k0.11%	0.11%	Unchanged
72	APPLIED MATLS INC COM AMAT	AMAT	702	$507.5k0.11%	0.11%	New
73	ISHARES TR US AER DEF ETF ITA	ITA	1,967	$476.7k0.11%	0.11%	Added +1	+1 0.1%
74	3M CO COM MMM	MMM	2,689	$435.3k0.10%	0.10%	Reduced -360	-360 -11.8%
75	META PLATFORMS INC CL A META	META	693	$390.4k0.09%	0.09%	Unchanged
76	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	18,309	$375.2k0.08%	0.08%	Unchanged
77	JPMORGAN CHASE & CO COM JPM	JPM	1,117	$365.6k0.08%	0.08%	Reduced -11	-11 -1.0%
78	ECOLAB INC COM ECL	ECL	1,188	$331.0k0.07%	0.07%	Unchanged
79	IMPAX FUNDS SERIES TRUST I GLOB SUS INF ETF BLDX	BLDX	12,689	$330.7k0.07%	0.07%	Added +80	+80 0.6%
80	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,834	$321.1k0.07%	0.07%	Added +32	+32 0.8%
81	VISA INC COM CL A V	V	920	$315.5k0.07%	0.07%	Added +23	+23 2.6%
82	ISHARES TR TIPS BD ETF TIP	TIP	2,840	$310.8k0.07%	0.07%	Reduced -21	-21 -0.7%
83	ISHARES TR EAFE SML CP ETF SCZ	SCZ	3,489	$287.0k0.06%	0.06%	Added +173	+173 5.2%
84	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	2,987	$285.1k0.06%	0.06%	Added +675	+675 29.2%
85	INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS EELV	EELV	9,918	$275.7k0.06%	0.06%	Reduced -1.6k	-1,609 -14.0%
86	PHILIP MORRIS INTL INC COM PM	PM	1,500	$271.4k0.06%	0.06%	Unchanged
87	UBER TECHNOLOGIES INC COM UBER	UBER	3,711	$267.8k0.06%	0.06%	New
88	ISHARES TR SHRT NAT MUN ETF SUB	SUB	2,501	$266.3k0.06%	0.06%	Unchanged
89	ISHARES TR CORE S&P500 ETF IVV	IVV	337	$252.5k0.06%	0.06%	Unchanged
90	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	9,684	$237.0k0.05%	0.05%	Unchanged
91	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	1,506	$236.4k0.05%	0.05%	Added +48	+48 3.3%
92	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	2,092	$224.1k0.05%	0.05%	Added +6	+6 0.3%
93	ISHARES TR US OIL EQ&SV ETF IEZ	IEZ	7,903	$212.6k0.05%	0.05%	Unchanged
94	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	2,548	$211.7k0.05%	0.05%	Unchanged
95	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,320	$208.6k0.05%	0.05%	New
96	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	2,004	$204.7k0.05%	0.05%	New
97	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	306	$200.7k0.04%	0.04%	New
98	ENOVIX CORPORATION COM ENVX	ENVX	15,910	$96.6k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DIMENSIONAL ETF TRUST DFLV	DFLV	8,508	$303.8k8.5k shares
EXXON MOBIL CORP XOM	XOM	1,434	$243.3k1.4k shares
SCHWAB STRATEGIC TR SCHG	SCHG	7,761	$226.1k7.8k shares