Sponsored

The Analysis of LPWM LLC's Holdings & P&L

Currently, LPWM LLC holds 98 types of securities in its portfolio with a total value $450.7M. In the most recent quarter, they have increased their positions in VTV (+273.0K shares, valued at $59.5M), VGT (+28.6K shares, valued at $3.4M), VONG (+21.9K shares, valued at $2.8M); decreased their positions in IVE (-277.6K shares, valued at $63.0M), IWS (-10.3K shares, valued at $1.7M), BRK.B (-505 shares, valued at $252.7K); initiated new positions in LTH (+15.9K shares, valued at $648.8K), PUSH (+12.0K shares, valued at $605.4K), N/A (+702 shares, valued at $507.5K).

1M P&L

-5.1M-1.22%

3M P&L

+6.6M+1.64%

HY P&L

+17.3M+4.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A393.9M

95.6%

2Semiconductors4.6M

1.1%

3Insurance - Diversified4.0M

1.0%

Top Industries by Stock Count

1N/A69 stocks

83.1%

2Internet Content & Information2 stocks

2.4%

3Internet Retail1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONG VANGUARD SCOTTSDALE FDS682.4K shares3.31%2026-06-302026-07-24

VTV VANGUARD INDEX FDS314.0K shares666.39%2026-06-302026-07-24

IWS ISHARES TR216.4K shares-4.54%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F546.4K shares7.26%2026-06-302026-07-24

ISHARES TR ISHARES TR226.6K shares5.91%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS384.5K shares1.14%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS359.2K shares17.50%2026-06-302026-07-24

IVE ISHARES TR54.3K shares-83.64%2026-06-302026-07-24

Sponsored

IWM ISHARES TR36.9K shares-1.72%2026-06-302026-07-24

SLYV SPDR SERIES TRUST101.3K shares0.49%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS65.2K shares-0.66%2026-06-302026-07-24

IVW ISHARES TR44.2K shares72.67%2026-06-302026-07-24

ISHARES TR ISHARES TR60.2K shares0.92%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F112.3K shares25.57%2026-06-302026-07-24

VONE VANGUARD SCOTTSDALE FDS16.8K shares3.75%2026-06-302026-07-24

IWR ISHARES TR49.5K shares0.03%2026-06-302026-07-24

Sponsored

VOE VANGUARD INDEX FDS24.2K shares-0.85%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS66.1K shares0.42%2026-06-302026-07-24

NVDA NVIDIA CORPORATION22.8K shares-1.06%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F26.7K shares3.88%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL8.0K shares-5.93%2026-06-302026-07-24

VGT VANGUARD WORLD FD32.7K shares698.44%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS75.3K shares15.07%2026-06-302026-07-24

VNQI VANGUARD INTL EQUITY INDEX F83.1K shares3.16%2026-06-302026-07-24

Sponsored

IJH ISHARES TR47.3K shares5.20%2026-06-302026-07-24

BIL SPDR SERIES TRUST30.9K shares-2.51%2026-06-302026-07-24

IEMG ISHARES INC33.0K shares7.47%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS7.4K shares1.39%2026-06-302026-07-24

VONV VANGUARD SCOTTSDALE FDS20.9K shares11.79%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR11.0K shares0.22%2026-06-302026-07-24

MUB ISHARES TR18.8K shares-0.89%2026-06-302026-07-24

IUSB ISHARES TR41.8K shares6.95%2026-06-302026-07-24

Sponsored

LQD ISHARES TR17.5K shares14.64%2026-06-302026-07-24

AMZN AMAZON COM INC7.8K shares-1.31%2026-06-302026-07-24

BROADCOM INC BROADCOM INC4.8K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS2.6K shares1.85%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F28.9K shares12.17%2026-06-302026-07-24

SGOV ISHARES TR16.5K shares212.08%2026-06-302026-07-24

QUAL ISHARES TR7.0K shares-2.30%2026-06-302026-07-24

VUG VANGUARD INDEX FDS15.8K shares511.87%2026-06-302026-07-24

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS10.3K shares13.31%2026-06-302026-07-24

GOOGL ALPHABET INC3.4K shares-11.89%2026-06-302026-07-24

VXUS VANGUARD STAR FDS13.5K shares9.54%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR20.6K shares0.00%2026-06-302026-07-24

VOX VANGUARD WORLD FD5.9K shares0.00%2026-06-302026-07-24

TSLA TESLA INC2.6K shares15.27%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K shares0.00%2026-06-302026-07-24

AAPL APPLE INC3.6K shares-3.50%2026-06-302026-07-24

Sponsored

XLV SELECT SECTOR SPDR TR6.4K shares-1.80%2026-06-302026-07-24

GOOG ALPHABET INC2.9K shares-0.96%2026-06-302026-07-24

VBR VANGUARD INDEX FDS4.0K shares0.00%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC2.3K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS3.0K shares18.19%2026-06-302026-07-24

IYF ISHARES TR6.8K shares0.00%2026-06-302026-07-24

VV VANGUARD INDEX FDS2.5K shares-1.98%2026-06-302026-07-24

IJR ISHARES TR5.7K shares0.00%2026-06-302026-07-24

Sponsored

VHT VANGUARD WORLD FD2.8K shares-3.45%2026-06-302026-07-24

MSFT MICROSOFT CORP2.2K shares23.98%2026-06-302026-07-24

EMXC ISHARES INC8.1K shares12.29%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.1K shares-3.86%2026-06-302026-07-24

VXF VANGUARD INDEX FDS3.3K shares-0.60%2026-06-302026-07-24

ICVT ISHARES TR6.2K shares-7.87%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T912 shares0.22%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC879 shares0.00%2026-06-302026-07-24

Sponsored

IWB ISHARES TR1.6K shares-9.18%2026-06-302026-07-24

IWF ISHARES TR5.3K shares322.94%2026-06-302026-07-24

LTH LIFE TIME GROUP HOLDINGS INC15.9K sharesnew addition2026-06-302026-07-24

PUSH PGIM ETF TR12.0K sharesnew addition2026-06-302026-07-24

VCR VANGUARD WORLD FD1.5K shares0.00%2026-06-302026-07-24

ITOT ISHARES TR3.5K shares-2.23%2026-06-302026-07-24

PHO INVESCO EXCHANGE TRADED FD T7.4K shares0.00%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC702 sharesnew addition2026-06-302026-07-24

Sponsored

ITA ISHARES TR2.0K shares0.05%2026-06-302026-07-24

3M CO 3M CO2.7K shares-11.81%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC693 shares0.00%2026-06-302026-07-24

ICLN ISHARES TR18.3K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.1K shares-0.98%2026-06-302026-07-24

ECL ECOLAB INC1.2K shares0.00%2026-06-302026-07-24

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I12.7K shares0.63%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F3.8K shares0.84%2026-06-302026-07-24

Sponsored

VISA INC VISA INC920 shares2.56%2026-06-302026-07-24

TIP ISHARES TR2.8K shares-0.73%2026-06-302026-07-24

SCZ ISHARES TR3.5K shares5.22%2026-06-302026-07-24

IXUS ISHARES TR3.0K shares29.20%2026-06-302026-07-24

EELV INVESCO EXCH TRADED FD TR II9.9K shares-13.96%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC3.7K sharesnew addition2026-06-302026-07-24

SUB ISHARES TR2.5K shares0.00%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR337 shares0.00%2026-06-302026-07-24

KWEB KRANESHARES TRUST9.7K shares0.00%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F1.5K shares3.29%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR2.1K shares0.29%2026-06-302026-07-24

IEZ ISHARES TR7.9K shares0.00%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR2.5K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS1.3K sharesnew addition2026-06-302026-07-24

STIP ISHARES TR2.0K sharesnew addition2026-06-302026-07-24

Sponsored

SMH VANECK ETF TRUST306 sharesnew addition2026-06-302026-07-24

ENVX ENOVIX CORPORATION15.9K shares0.00%2026-06-302026-07-24

VONG

VANGUARD SCOTTSDALE FDS

3.31%

Shares682.4K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

666.39%

Shares314.0K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

-4.54%

Shares216.4K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

7.26%

Shares546.4K

Event2026-06-30

Filed2026-07-24

ISHARES TR

5.91%

Shares226.6K

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

1.14%

Shares384.5K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

17.50%

Shares359.2K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-83.64%

Shares54.3K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-1.72%

Shares36.9K

Event2026-06-30

Filed2026-07-24

SLYV

SPDR SERIES TRUST

0.49%

Shares101.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

-0.66%

Shares65.2K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

72.67%

Shares44.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.92%

Shares60.2K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

25.57%

Shares112.3K

Event2026-06-30

Filed2026-07-24

VONE

VANGUARD SCOTTSDALE FDS

3.75%

Shares16.8K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.03%

Shares49.5K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

-0.85%

Shares24.2K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.42%

Shares66.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.06%

Shares22.8K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

3.88%

Shares26.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.93%

Shares8.0K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

698.44%

Shares32.7K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

15.07%

Shares75.3K

Event2026-06-30

Filed2026-07-24

VNQI

VANGUARD INTL EQUITY INDEX F

3.16%

Shares83.1K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

5.20%

Shares47.3K

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

-2.51%

Shares30.9K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

7.47%

Shares33.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.39%

Shares7.4K

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

11.79%

Shares20.9K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.22%

Shares11.0K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

-0.89%

Shares18.8K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

6.95%

Shares41.8K

Event2026-06-30

Filed2026-07-24

LQD

ISHARES TR

14.64%

Shares17.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-1.31%

Shares7.8K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

1.85%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

12.17%

Shares28.9K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

212.08%

Shares16.5K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-2.30%

Shares7.0K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

511.87%

Shares15.8K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

13.31%

Shares10.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-11.89%

Shares3.4K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

9.54%

Shares13.5K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD WORLD FD

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

15.27%

Shares2.6K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-3.50%

Shares3.6K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-1.80%

Shares6.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-0.96%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

18.19%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IYF

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-1.98%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-3.45%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

23.98%

Shares2.2K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

12.29%

Shares8.1K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-3.86%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

-0.60%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

-7.87%

Shares6.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.22%

Shares912

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

0.00%

Shares879

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-9.18%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

322.94%

Shares5.3K

Event2026-06-30

Filed2026-07-24

LTH

LIFE TIME GROUP HOLDINGS INC

New

Shares15.9K

Event2026-06-30

Filed2026-07-24

PUSH

PGIM ETF TR

New

Shares12.0K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-2.23%

Shares3.5K

Event2026-06-30

Filed2026-07-24

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

New

Shares702

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-24

3M CO

-11.81%

Shares2.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.00%

Shares693

Event2026-06-30

Filed2026-07-24

ICLN

ISHARES TR

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.98%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IMPAX FUNDS SERIES TRUST I

0.63%

Shares12.7K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.84%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VISA INC

2.56%

Shares920

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

-0.73%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES TR

5.22%

Shares3.5K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

29.20%

Shares3.0K

Event2026-06-30

Filed2026-07-24

EELV

INVESCO EXCH TRADED FD TR II

-13.96%

Shares9.9K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares337

Event2026-06-30

Filed2026-07-24

KWEB

KRANESHARES TRUST

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

3.29%

Shares1.5K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IEZ

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

STIP

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

New

Shares306

Event2026-06-30

Filed2026-07-24

ENVX

ENOVIX CORPORATION

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available