LPWM LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), LPWM LLC reported 94 stock positions worth $396.3 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 18.3% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 17.7%) and iShares Russell Mid-Cap Valu (IWS, 8.3%). Compared with Q4 2025, it opened 11 new positions, sold out of 4, added to 45 and reduced 31. The biggest buy was a new position in State Street SP PTF Em ETF (SPEM) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0001801101
- Portfolio Value
- $396.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000557 ↗ filed Apr 9, 2026
Holdings Value
Holdings 94 stocks · $396.3M
| VONG Vanguard Russell 1000 Growth | 18.28% | 660,553 | $72.5M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 17.68% | 331,900 | $70.1M | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 8.34% | 226,691 | $33.0M | Reduce -2.1% |
| JPST JPMorgan Ultra-Short Income | 6.50% | 509,362 | $25.8M | Add +58.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.89% | 213,995 | $19.4M | Add +9.1% |
| SPEM State Street SP PTF Em ETF | 4.50% | 380,104 | $17.8M | New |
| VTIP Vanguard Short-Term Tips | 3.85% | 305,716 | $15.3M | Add +10.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.41% | 100,823 | $9.5M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 2.35% | 37,577 | $9.3M | Reduce -5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.03% | 40,973 | $8.0M | Add +11.4% |
| AGG iShares Core U.S. Aggregate | 1.49% | 59,613 | $5.9M | Add +53.1% |
| VNQ Vanguard Real Estate ETF | 1.47% | 65,645 | $5.8M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 1.21% | 49,482 | $4.8M | Add +0.7% |
| VONE Vanguard Russell 1000 | 1.20% | 16,174 | $4.8M | Add +0.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.15% | 89,453 | $4.6M | Reduce -2.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.14% | 24,434 | $4.5M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 65,778 | $4.2M | Add +16.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 8,510 | $4.1M | Reduce -5.6% |
| NVDA Nvidia Corp. | 1.01% | 22,996 | $4.0M | Reduce -5.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 25,743 | $3.8M | Add +1.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.90% | 80,514 | $3.6M | Reduce -12.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 65,483 | $3.3M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 44,969 | $3.0M | Add +9.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.73% | 31,727 | $2.9M | Reduce -2.3% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 25,594 | $2.9M | Reduce -1.0% |
| VGT Vanguard Info Tech ETF | 0.72% | 4,092 | $2.9M | Add +23.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 7,284 | $2.3M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 0.54% | 30,709 | $2.1M | Add +22.9% |
| MUB iShares National Muni Bond E | 0.51% | 18,927 | $2.0M | Reduce -6.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 39,105 | $1.8M | Add +0.2% |
| VONV Vanguard Russell 1000 Value | 0.44% | 18,710 | $1.8M | Reduce -6.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.42% | 15,285 | $1.7M | Reduce -85.1% |
| AMZN Amazon.com Inc. | 0.42% | 7,913 | $1.6M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 0.38% | 2,542 | $1.5M | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.37% | 4,750 | $1.5M | Reduce -17.8% |
| XLK SS Technology Select Sector | 0.37% | 10,964 | $1.5M | Reduce -7.4% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 25,777 | $1.4M | Reduce -89.4% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 7,125 | $1.4M | Add +4.5% |
| XLE SS Energy Select Sector | 0.32% | 20,590 | $1.3M | Add +14.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 2,586 | $1.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,884 | $1.1M | Reduce -12.4% |
| VOX Vanguard Communication Servi | 0.27% | 5,912 | $1.1M | Add +16.3% |
| XLV SS Health Care Select Sector | 0.24% | 6,539 | $959K | Add +6.1% |
| VXUS Vanguard Total Intl Stock | 0.24% | 12,365 | $953K | Add +9.0% |
| AAPL Apple Inc. | 0.24% | 3,686 | $935K | Reduce -6.0% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 9,113 | $913K | Add +26.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 4,027 | $875K | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,905 | $833K | Add +0.0% |
| TSLA Tesla Inc. | 0.21% | 2,220 | $825K | Add +6.0% |
| IYF iShares US Financials ETF | 0.20% | 6,786 | $798K | Add +39.3% |
| VHT Vanguard Health Care ETF | 0.20% | 2,895 | $788K | Add +15.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 2,526 | $755K | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 5,692 | $708K | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 2,576 | $697K | Add +5.4% |
| VXF Vanguard Extended Market ETF | 0.17% | 3,335 | $686K | Reduce -5.3% |
| ICVT iShares Convertible Bond ETF | 0.17% | 6,718 | $684K | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,165 | $672K | Add +2.4% |
| MSFT Microsoft Corp. | 0.17% | 1,806 | $669K | Add +1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,523 | $661K | Add +7.2% |
| IWB iShares Russell 1000 ETF | 0.16% | 1,798 | $641K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 910 | $592K | Add +6.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 7,187 | $565K | Reduce -16.7% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,251 | $533K | Add +2.5% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 5,296 | $533K | Reduce -24.1% |
| VCR Vanguard Consumer Discre ETF | 0.13% | 1,469 | $527K | Add +41.0% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 3,589 | $511K | Add +0.1% |
| PHO Invesco Water Resources ETF | 0.12% | 7,387 | $494K | Add +25.3% |
| MMM 3M Co. | 0.11% | 3,049 | $443K | Reduce -3.8% |
| ITA iShares U.S. Aerospace & Def | 0.11% | 1,966 | $430K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 693 | $396K | No change |
| DELL Dell Technologies -C | 0.09% | 2,266 | $372K | Reduce -11.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 879 | $343K | Add +22.6% |
| ICLN iShares Global Clean Energy | 0.08% | 18,309 | $335K | Add +35.9% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,128 | $332K | Add +6.4% |
| EELV Invesco S&P Emerging Markets | 0.08% | 11,527 | $324K | Reduce -93.6% |
| BLDX Impax Global Sustainable Inf | 0.08% | 12,609 | $323K | New |
| ECL Ecolab Inc. | 0.08% | 1,188 | $316K | No change |
| TIP iShares Tips Bond ETF | 0.08% | 2,861 | $316K | Add +4.4% |
| DFLV Dim US Large Cap Value ETF | 0.08% | 8,508 | $304K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 3,802 | $286K | Add +11.1% |
| KWEB Kranesh Csi China Internet | 0.07% | 9,684 | $275K | New |
| V Visa Inc. Class A | 0.07% | 897 | $271K | No change |
| SUB iShares Short-Term National | 0.07% | 2,501 | $266K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.07% | 3,316 | $260K | Reduce -0.0% |
| PM Philip Morris International | 0.06% | 1,500 | $248K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 1,434 | $243K | New |
| XLC SS Comm Select Sector SPDR | 0.06% | 2,086 | $231K | Reduce -32.1% |
| IEZ iShares U.S. Oil Equipment & | 0.06% | 7,903 | $229K | New |
| SCHG Schwab US Large-Cap Growth | 0.06% | 7,761 | $226K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 337 | $220K | New |
| XLP SS Consumer Staples Sel Sect | 0.05% | 2,548 | $209K | New |
| VT Vanguard Tot World STK ETF | 0.05% | 1,458 | $202K | Add +2.4% |
| IXUS iShares Core Intl Stock ETF | 0.05% | 2,312 | $200K | New |
| ENVX Enovix Corp. | 0.02% | 15,910 | $82K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VWO Vanguard Ftse Emerging Marke | Reduce -89.4% | 0.35% | −2.94 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -85.1% | 0.42% | −2.43 |
| EELV Invesco S&P Emerging Markets | Reduce -93.6% | 0.08% | −1.16 |
| COR Cencora Inc. | Sold out | 0.00% | −0.18 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -12.7% | 0.90% | −0.16 |
| AVGO Broadcom Inc. | Reduce -17.8% | 0.37% | −0.13 |
| NVDA Nvidia Corp. | Reduce -5.3% | 1.01% | −0.13 |
| IWM iShares Russell 2000 ETF | Reduce -5.9% | 2.35% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 1.03% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.0% | 0.73% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -12.4% | 0.28% | −0.07 |
| XLK SS Technology Select Sector | Reduce -7.4% | 0.37% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.06 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -24.1% | 0.13% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -6.7% | 0.51% | −0.04 |
| AAPL Apple Inc. | Reduce -6.0% | 0.24% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -32.1% | 0.06% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.8% | 1.15% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.38% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -6.8% | 0.44% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.1% | 0.82% | −0.02 |
| MMM 3M Co. | Reduce -3.8% | 0.11% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -16.7% | 0.14% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.5% | 0.19% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.3% | 0.73% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.2% | 1.47% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -5.3% | 0.17% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.0% | 0.07% | +0.00 |
| ICVT iShares Convertible Bond ETF | Reduce -0.8% | 0.17% | +0.00 |
| DELL Dell Technologies -C | Reduce -11.9% | 0.09% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.1% | 1.14% | +0.02 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.1% | 2.41% | +0.09 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.1% | 8.34% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| SPEM State Street SP PTF Em ETF | New | 4.50% | +4.50 |
| JPST JPMorgan Ultra-Short Income | Add +58.2% | 6.50% | +2.40 |
| AGG iShares Core U.S. Aggregate | Add +53.1% | 1.49% | +0.51 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.1% | 4.89% | +0.46 |
| VTIP Vanguard Short-Term Tips | Add +10.8% | 3.85% | +0.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.4% | 2.03% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Add +16.6% | 1.06% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +22.9% | 0.54% | +0.12 |
| XLE SS Energy Select Sector | Add +14.3% | 0.32% | +0.12 |
| VGT Vanguard Info Tech ETF | Add +23.1% | 0.72% | +0.09 |
| BLDX Impax Global Sustainable Inf | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +9.2% | 0.77% | +0.08 |
| DFLV Dim US Large Cap Value ETF | New | 0.08% | +0.08 |
| KWEB Kranesh Csi China Internet | New | 0.07% | +0.07 |
| SUB iShares Short-Term National | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.06% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +0.8% | 17.68% | +0.06 |
| IEZ iShares U.S. Oil Equipment & | New | 0.06% | +0.06 |
| SCHG Schwab US Large-Cap Growth | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| XLP SS Consumer Staples Sel Sect | New | 0.05% | +0.05 |
| IXUS iShares Core Intl Stock ETF | New | 0.05% | +0.05 |
| VTWO Vanguard Russell 2000 ETF | Add +26.3% | 0.23% | +0.05 |
| IYF iShares US Financials ETF | Add +39.3% | 0.20% | +0.04 |
| VCR Vanguard Consumer Discre ETF | Add +41.0% | 0.13% | +0.03 |
| ICLN iShares Global Clean Energy | Add +35.9% | 0.08% | +0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.2% | 0.95% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +9.0% | 0.24% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +0.7% | 1.21% | +0.02 |
| PHO Invesco Water Resources ETF | Add +25.3% | 0.12% | +0.02 |
| VOX Vanguard Communication Servi | Add +16.3% | 0.27% | +0.02 |
| VHT Vanguard Health Care ETF | Add +15.2% | 0.20% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +4.7% | 0.18% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.2% | 0.17% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +11.1% | 0.07% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.2% | 0.22% | +0.01 |
| TIP iShares Tips Bond ETF | Add +4.4% | 0.08% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +4.5% | 0.34% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 0.15% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +22.6% | 0.09% | +0.00 |
| XLV SS Health Care Select Sector | Add +6.1% | 0.24% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +2.4% | 0.05% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.2% | 0.59% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +6.4% | 0.08% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.2% | 0.46% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.13% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 0.17% | −0.01 |
| IWF iShares Russell 1000 Growth | Add +2.5% | 0.13% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.21% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.1% | 0.28% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 98 | $450.7M | VONG, VTV, IWS, JPST, IEFA |
| Q1 2026 | 94 | $396.3M | VONG, IVE, IWS, JPST, IEFA |
| Q4 2025 | 87 | $396.4M | VONG, IVE, IWS, IEFA, JPST |
| Q3 2025 | 84 | $374.8M | VONG, IVE, IWS, JPST, IEFA |
| Q2 2025 | 83 | $342.8M | VONG, IVE, IWS, JPST, IEFA |
| Q1 2025 | 84 | $310.5M | VONG, IVE, IWS, JPST, IEFA |
| Q4 2024 | 78 | $311.3M | VONG, IVE, IWS, IEFA, VTIP |
| Q3 2024 | 77 | $305.4M | VONG, IVE, IWS, AGG, IEFA |
| Q2 2024 | 77 | $289.6M | VONG, IVE, IWS, AGG, IEFA |
| Q1 2024 | 72 | $272.3M | VONG, IVE, IWS, AGG, IEFA |