LPWM LLC
CIK 0001801101 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$450.7M
2026 Q2
Positions
98
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VONG
VANGUARD SCOTTSDALE FDS
19.4%
VTV
VANGUARD INDEX FDS
15.2%
IWS
ISHARES TR
7.9%
JPST
J P MORGAN EXCHANGE TRADED F
6.1%
IEFA
ISHARES TR
4.9%
SPEM
SPDR INDEX SHS FDS
4.4%
VTIP
VANGUARD MALVERN FDS
4.0%
IVE
ISHARES TR
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.