LPWM LLC ETF holdings
Minneapolis, MN
Reported $427.0M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$427.0M
ETFs held
76
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
94.7%
of $450.7M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VONG | Vanguard Russell 1000 Growth ETF | $87.2M | 682,435 | +21,882 shares |
| VTV | Vanguard Morningstar Value ETF | $68.4M | 314,012 | +273,039 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $35.6M | 216,410 | −10,281 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $27.6M | 546,360 | +36,998 shares |
| IEFA | iShares Core MSCI EAFE ETF | $21.9M | 226,644 | +12,649 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $19.9M | 384,456 | +4,352 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $18.0M | 359,230 | +53,514 shares |
| IVE | iShares S&P 500 Value ETF | $12.3M | 54,315 | −277,585 shares |
| IWM | iShares Russell 2000 ETF | $11.1M | 36,932 | −645 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $11.1M | 101,312 | +489 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801101. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LPWM LLC own?
LPWM LLC reported 76 ETF positions worth $427.0M in its Form 13F for June 30, 2026. The largest was VONG, at $87.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.