Lpwm
MINNEAPOLIS, MNfiles as LPWM LLC
$451m in 98 US stocks at the end of 30 June 2026. The top 10 are 69.5% of the money. It changed about 17.2% of the portfolio this quarter.
Value
$451m
Stocks
98
Top 10 share
69.5%
Turnover
17.2%
What changed this quarter
New
Bought for the first time this quarter.
- Life Time Group HoldingsLTH0.1% of the fund
- Pgim ETF TRPUSH0.1% of the fund
- Applied MaterialsAMAT0.1% of the fund
- Uber TechnologiesUBER<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- Ishares TRSTIP<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSVONG19.4% of the fund+3%
- Vanguard Index FDSVTV15.2% of the fund+666%
- J P Morgan Exchange Traded FJPST6.1% of the fund+7%
- Ishares TRIEFA4.9% of the fund+6%
- Vanguard Malvern FDSVTIP4.0% of the fund+18%
- Ishares TRIVW1.3% of the fund+73%
- J P Morgan Exchange Traded FJMST1.3% of the fund+26%
- Vanguard Scottsdale FDSVONE1.3% of the fund+4%
- Vanguard Intl Equity Index FVSS0.9% of the fund+4%
- Vanguard MUN BD FDSVTEB0.8% of the fund+15%
- Vanguard Intl Equity Index FVNQI0.8% of the fund+3%
- Ishares TRIJH0.8% of the fund+5%
- IsharesIEMG0.6% of the fund+7%
- Vanguard Scottsdale FDSVONV0.5% of the fund+12%
- Ishares TRIUSB0.4% of the fund+7%
- Ishares TRLQD0.4% of the fund+15%
- Vanguard Intl Equity Index FVWO0.4% of the fund+12%
- Ishares TRSGOV0.4% of the fund+212%
- Vanguard Scottsdale FDSVTWO0.3% of the fund+13%
- Vanguard Star FDSVXUS0.3% of the fund+10%
- TeslaTSLA0.2% of the fund+15%
- Vanguard Index FDSVB0.2% of the fund+18%
- MicrosoftMSFT0.2% of the fund+24%
- IsharesEMXC0.2% of the fund+12%
- Ishares TRIWF0.1% of the fund+6%
Cut
Sold some of their stake.
- Ishares TRIWS7.9% of the fund-5%
- Ishares TRIVE2.7% of the fund-84%
- Berkshire HathawayBRK-B0.9% of the fund-6%
- Spdr Series TrustBIL0.6% of the fund-3%
- Ishares TRQUAL0.3% of the fund-2%
- AlphabetGOOGL0.3% of the fund-12%
- AppleAAPL0.2% of the fund-4%
- Vanguard World FDVHT0.2% of the fund-3%
- Invesco QQQ TRQQQ0.2% of the fund-4%
- Ishares TRICVT0.2% of the fund-8%
- Ishares TRIWB0.1% of the fund-9%
- Ishares TRITOT0.1% of the fund-2%
- 3MMMM<0.1% of the fund-12%
- Invesco Exch Traded FD TR IIEELV<0.1% of the fund-14%
Sold out
Sold their entire stake.
- Dimensional ETF TrustDFLV-100%
- ExxonMobil HoldingsXOM-100%
- Schwab Strategic TRSCHG-100%
Holdings
- Vanguard Scottsdale FDSVONG
- Share
- 19.4%
- Value
- $87m
- Shares
- 682,435
+3%
- Vanguard Index FDSVTV
- Share
- 15.2%
- Value
- $68m
- Shares
- 314,012
+666%
- Ishares TRIWS
- Share
- 7.9%
- Value
- $36m
- Shares
- 216,410
-5%
- J P Morgan Exchange Traded FJPST
- Share
- 6.1%
- Value
- $28m
- Shares
- 546,360
+7%
- Ishares TRIEFA
- Share
- 4.9%
- Value
- $22m
- Shares
- 226,644
+6%
- Spdr Index SHS FDSSPEM
- Share
- 4.4%
- Value
- $20m
- Shares
- 384,456
Held
- Vanguard Malvern FDSVTIP
- Share
- 4.0%
- Value
- $18m
- Shares
- 359,230
+18%
- Ishares TRIVE
- Share
- 2.7%
- Value
- $12m
- Shares
- 54,315
-84%
- Ishares TRIWM
- Share
- 2.5%
- Value
- $11m
- Shares
- 36,932
Held
- Spdr Series TrustSLYV
- Share
- 2.5%
- Value
- $11m
- Shares
- 101,312
Held
- Vanguard Index FDSVNQ
- Share
- 1.4%
- Value
- $6m
- Shares
- 65,210
Held
- Ishares TRIVW
- Share
- 1.3%
- Value
- $6m
- Shares
- 44,192
+73%
- Ishares TRAGG
- Share
- 1.3%
- Value
- $6m
- Shares
- 60,164
Held
- J P Morgan Exchange Traded FJMST
- Share
- 1.3%
- Value
- $6m
- Shares
- 112,326
+26%
- Vanguard Scottsdale FDSVONE
- Share
- 1.3%
- Value
- $6m
- Shares
- 16,780
+4%
- Ishares TRIWR
- Share
- 1.2%
- Value
- $5m
- Shares
- 49,499
Held
- Vanguard Index FDSVOE
- Share
- 1.1%
- Value
- $5m
- Shares
- 24,226
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 1.0%
- Value
- $5m
- Shares
- 66,057
Held
- Vanguard Intl Equity Index FVSS
- Share
- 0.9%
- Value
- $4m
- Shares
- 26,742
+4%
- Vanguard World FDVGT
- Share
- 0.9%
- Value
- $4m
- Shares
- 32,672
Held
- Vanguard MUN BD FDSVTEB
- Share
- 0.8%
- Value
- $4m
- Shares
- 75,350
+15%
- Vanguard Intl Equity Index FVNQI
- Share
- 0.8%
- Value
- $4m
- Shares
- 83,058
+3%
- Ishares TRIJH
- Share
- 0.8%
- Value
- $4m
- Shares
- 47,307
+5%
- Spdr Series TrustBIL
- Share
- 0.6%
- Value
- $3m
- Shares
- 30,932
-3%
- IsharesIEMG
- Share
- 0.6%
- Value
- $3m
- Shares
- 33,003
+7%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $3m
- Shares
- 7,385
Held
- Vanguard Scottsdale FDSVONV
- Share
- 0.5%
- Value
- $2m
- Shares
- 20,916
+12%
- Select Sector Spdr TRXLK
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,988
Held
- Ishares TRMUB
- Share
- 0.4%
- Value
- $2m
- Shares
- 18,758
Held
- Ishares TRIUSB
- Share
- 0.4%
- Value
- $2m
- Shares
- 41,822
+7%
- Ishares TRLQD
- Share
- 0.4%
- Value
- $2m
- Shares
- 17,522
+15%
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,589
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $2m
- Shares
- 28,913
+12%
- Ishares TRSGOV
- Share
- 0.4%
- Value
- $2m
- Shares
- 16,528
+212%
- Ishares TRQUAL
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,961
-2%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,823
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 0.3%
- Value
- $1m
- Shares
- 10,326
+13%
- Vanguard Star FDSVXUS
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,545
+10%
- Select Sector Spdr TRXLE
- Share
- 0.2%
- Value
- $1m
- Shares
- 20,590
Held
- Vanguard World FDVOX
- Share
- 0.2%
- Value
- $1m
- Shares
- 5,912
Held
- Select Sector Spdr TRXLV
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,421
Held
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $978,457
- Shares
- 4,027
Held
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $903,904
- Shares
- 2,982
+18%
- Ishares TRIYF
- Share
- 0.2%
- Value
- $865,283
- Shares
- 6,786
Held
- Vanguard Index FDSVV
- Share
- 0.2%
- Value
- $851,521
- Shares
- 2,476
Held
- Ishares TRIJR
- Share
- 0.2%
- Value
- $844,181
- Shares
- 5,692
Held
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $835,733
- Shares
- 2,795
-3%
- IsharesEMXC
- Share
- 0.2%
- Value
- $825,608
- Shares
- 8,070
+12%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $824,656
- Shares
- 1,120
-4%
- Vanguard Index FDSVXF
- Share
- 0.2%
- Value
- $816,186
- Shares
- 3,315
Held
- Ishares TRICVT
- Share
- 0.2%
- Value
- $753,449
- Shares
- 6,189
-8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $681,054
- Shares
- 912
Held
- Ishares TRIWB
- Share
- 0.1%
- Value
- $668,714
- Shares
- 1,633
-9%
- Ishares TRIWF
- Share
- 0.1%
- Value
- $656,983
- Shares
- 5,291
+6%
- Pgim ETF TRPUSH
- Share
- 0.1%
- Value
- $605,383
- Shares
- 12,008
New
- Vanguard World FDVCR
- Share
- 0.1%
- Value
- $582,620
- Shares
- 1,469
Held
- Ishares TRITOT
- Share
- 0.1%
- Value
- $576,482
- Shares
- 3,509
-2%
- Invesco Exchange Traded FD TPHO
- Share
- 0.1%
- Value
- $510,294
- Shares
- 7,387
Held
- Ishares TRITA
- Share
- 0.1%
- Value
- $476,720
- Shares
- 1,967
Held
- Ishares TRICLN
- Share
- <0.1%
- Value
- $375,151
- Shares
- 18,309
Held
- Impax Funds Series Trust IBLDX
- Share
- <0.1%
- Value
- $330,656
- Shares
- 12,689
Held
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $321,119
- Shares
- 3,834
Held
- Ishares TRTIP
- Share
- <0.1%
- Value
- $310,781
- Shares
- 2,840
Held
- Ishares TRSCZ
- Share
- <0.1%
- Value
- $287,040
- Shares
- 3,489
+5%
- Ishares TRIXUS
- Share
- <0.1%
- Value
- $285,079
- Shares
- 2,987
+29%
- Invesco Exch Traded FD TR IIEELV
- Share
- <0.1%
- Value
- $275,720
- Shares
- 9,918
-14%
- Ishares TRSUB
- Share
- <0.1%
- Value
- $266,281
- Shares
- 2,501
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $252,517
- Shares
- 337
Held
- Kraneshares TrustKWEB
- Share
- <0.1%
- Value
- $236,967
- Shares
- 9,684
Held
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $236,371
- Shares
- 1,506
+3%
- Select Sector Spdr TRXLC
- Share
- <0.1%
- Value
- $224,116
- Shares
- 2,092
Held
- Ishares TRIEZ
- Share
- <0.1%
- Value
- $212,591
- Shares
- 7,903
Held
- Select Sector Spdr TRXLP
- Share
- <0.1%
- Value
- $211,662
- Shares
- 2,548
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $208,600
- Shares
- 1,320
New
- Ishares TRSTIP
- Share
- <0.1%
- Value
- $204,729
- Shares
- 2,004
New
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $200,702
- Shares
- 306
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVONG | 19.4% | $87m | 682,435 | +3% |
| Vanguard Index FDSVTV | 15.2% | $68m | 314,012 | +666% |
| Ishares TRIWS | 7.9% | $36m | 216,410 | -5% |
| J P Morgan Exchange Traded FJPST | 6.1% | $28m | 546,360 | +7% |
| Ishares TRIEFA | 4.9% | $22m | 226,644 | +6% |
| Spdr Index SHS FDSSPEM | 4.4% | $20m | 384,456 | Held |
| Vanguard Malvern FDSVTIP | 4.0% | $18m | 359,230 | +18% |
| Ishares TRIVE | 2.7% | $12m | 54,315 | -84% |
| Ishares TRIWM | 2.5% | $11m | 36,932 | Held |
| Spdr Series TrustSLYV | 2.5% | $11m | 101,312 | Held |
| Vanguard Index FDSVNQ | 1.4% | $6m | 65,210 | Held |
| Ishares TRIVW | 1.3% | $6m | 44,192 | +73% |
| Ishares TRAGG | 1.3% | $6m | 60,164 | Held |
| J P Morgan Exchange Traded FJMST | 1.3% | $6m | 112,326 | +26% |
| Vanguard Scottsdale FDSVONE | 1.3% | $6m | 16,780 | +4% |
| Ishares TRIWR | 1.2% | $5m | 49,499 | Held |
| Vanguard Index FDSVOE | 1.1% | $5m | 24,226 | Held |
| Vanguard Tax-Managed FDSVEA | 1.0% | $5m | 66,057 | Held |
| NvidiaNVDA | 1.0% | $5m | 22,753 | Held |
| Vanguard Intl Equity Index FVSS | 0.9% | $4m | 26,742 | +4% |
| Berkshire HathawayBRK-B | 0.9% | $4m | 8,005 | -6% |
| Vanguard World FDVGT | 0.9% | $4m | 32,672 | Held |
| Vanguard MUN BD FDSVTEB | 0.8% | $4m | 75,350 | +15% |
| Vanguard Intl Equity Index FVNQI | 0.8% | $4m | 83,058 | +3% |
| Ishares TRIJH | 0.8% | $4m | 47,307 | +5% |
| Spdr Series TrustBIL | 0.6% | $3m | 30,932 | -3% |
| IsharesIEMG | 0.6% | $3m | 33,003 | +7% |
| Vanguard Index FDSVTI | 0.6% | $3m | 7,385 | Held |
| Vanguard Scottsdale FDSVONV | 0.5% | $2m | 20,916 | +12% |
| Select Sector Spdr TRXLK | 0.5% | $2m | 10,988 | Held |
| Ishares TRMUB | 0.4% | $2m | 18,758 | Held |
| Ishares TRIUSB | 0.4% | $2m | 41,822 | +7% |
| Ishares TRLQD | 0.4% | $2m | 17,522 | +15% |
| Amazon.comAMZN | 0.4% | $2m | 7,809 | Held |
| BroadcomAVGO | 0.4% | $2m | 4,750 | Held |
| Vanguard Index FDSVOO | 0.4% | $2m | 2,589 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $2m | 28,913 | +12% |
| Ishares TRSGOV | 0.4% | $2m | 16,528 | +212% |
| Ishares TRQUAL | 0.3% | $2m | 6,961 | -2% |
| Vanguard Index FDSVUG | 0.3% | $1m | 15,823 | Held |
| Vanguard Scottsdale FDSVTWO | 0.3% | $1m | 10,326 | +13% |
| AlphabetGOOGL | 0.3% | $1m | 3,422 | -12% |
| Vanguard Star FDSVXUS | 0.3% | $1m | 13,545 | +10% |
| Select Sector Spdr TRXLE | 0.2% | $1m | 20,590 | Held |
| Vanguard World FDVOX | 0.2% | $1m | 5,912 | Held |
| TeslaTSLA | 0.2% | $1m | 2,559 | +15% |
| UnitedHealth GroupUNH | 0.2% | $1m | 2,576 | Held |
| AppleAAPL | 0.2% | $1m | 3,557 | -4% |
| Select Sector Spdr TRXLV | 0.2% | $1m | 6,421 | Held |
| AlphabetGOOG | 0.2% | $1m | 2,877 | Held |
| Vanguard Index FDSVBR | 0.2% | $978,457 | 4,027 | Held |
| Dell TechnologiesDELL | 0.2% | $977,688 | 2,266 | Held |
| Vanguard Index FDSVB | 0.2% | $903,904 | 2,982 | +18% |
| Ishares TRIYF | 0.2% | $865,283 | 6,786 | Held |
| Vanguard Index FDSVV | 0.2% | $851,521 | 2,476 | Held |
| Ishares TRIJR | 0.2% | $844,181 | 5,692 | Held |
| Vanguard World FDVHT | 0.2% | $835,733 | 2,795 | -3% |
| MicrosoftMSFT | 0.2% | $835,239 | 2,239 | +24% |
| IsharesEMXC | 0.2% | $825,608 | 8,070 | +12% |
| Invesco QQQ TRQQQ | 0.2% | $824,656 | 1,120 | -4% |
| Vanguard Index FDSVXF | 0.2% | $816,186 | 3,315 | Held |
| Ishares TRICVT | 0.2% | $753,449 | 6,189 | -8% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $681,054 | 912 | Held |
| CrowdStrike HoldingsCRWD | 0.1% | $670,800 | 879 | Held |
| Ishares TRIWB | 0.1% | $668,714 | 1,633 | -9% |
| Ishares TRIWF | 0.1% | $656,983 | 5,291 | +6% |
| Life Time Group HoldingsLTH | 0.1% | $648,825 | 15,887 | New |
| Pgim ETF TRPUSH | 0.1% | $605,383 | 12,008 | New |
| Vanguard World FDVCR | 0.1% | $582,620 | 1,469 | Held |
| Ishares TRITOT | 0.1% | $576,482 | 3,509 | -2% |
| Invesco Exchange Traded FD TPHO | 0.1% | $510,294 | 7,387 | Held |
| Applied MaterialsAMAT | 0.1% | $507,546 | 702 | New |
| Ishares TRITA | 0.1% | $476,720 | 1,967 | Held |
| 3MMMM | <0.1% | $435,297 | 2,689 | -12% |
| Meta PlatformsMETA | <0.1% | $390,360 | 693 | Held |
| Ishares TRICLN | <0.1% | $375,151 | 18,309 | Held |
| JPMorgan ChaseJPM | <0.1% | $365,628 | 1,117 | Held |
| EcolabECL | <0.1% | $330,989 | 1,188 | Held |
| Impax Funds Series Trust IBLDX | <0.1% | $330,656 | 12,689 | Held |
| Vanguard Intl Equity Index FVEU | <0.1% | $321,119 | 3,834 | Held |
| VisaV | <0.1% | $315,533 | 920 | +3% |
| Ishares TRTIP | <0.1% | $310,781 | 2,840 | Held |
| Ishares TRSCZ | <0.1% | $287,040 | 3,489 | +5% |
| Ishares TRIXUS | <0.1% | $285,079 | 2,987 | +29% |
| Invesco Exch Traded FD TR IIEELV | <0.1% | $275,720 | 9,918 | -14% |
| Philip Morris InternationalPM | <0.1% | $271,365 | 1,500 | Held |
| Uber TechnologiesUBER | <0.1% | $267,786 | 3,711 | New |
| Ishares TRSUB | <0.1% | $266,281 | 2,501 | Held |
| Ishares TRIVV | <0.1% | $252,517 | 337 | Held |
| Kraneshares TrustKWEB | <0.1% | $236,967 | 9,684 | Held |
| Vanguard Intl Equity Index FVT | <0.1% | $236,371 | 1,506 | +3% |
| Select Sector Spdr TRXLC | <0.1% | $224,116 | 2,092 | Held |
| Ishares TRIEZ | <0.1% | $212,591 | 7,903 | Held |
| Select Sector Spdr TRXLP | <0.1% | $211,662 | 2,548 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $208,600 | 1,320 | New |
| Ishares TRSTIP | <0.1% | $204,729 | 2,004 | New |
| Vaneck ETF TrustSMH | <0.1% | $200,702 | 306 | New |
| EnovixENVX | <0.1% | $96,574 | 15,910 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.5% since 30 June 2025.
Where the money is
Technology2.3%
Financial services1.0%
Retail & consumer0.8%
Media & telecom0.6%
Health care0.2%
Industrials0.2%
Materials0.1%
Everyday goods0.1%
Other94.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.