Lwm Advisors

Latest statistics and disclosures from Lwm Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWD, IWF, EFA, SHY, IWO, and represent 68.64% of Lwm Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWD, IEFA, IWS, IWN, IWP, SHY, IWO, QQQ, IEF, LQD.
  • Started 1 new stock position in IEFA.
  • Reduced shares in these 5 stocks: IWF, VOO, AAPL, EEM, EFA.
  • Sold out of its position in VOO.
  • Lwm Advisors was a net buyer of stock by $605k.
  • Lwm Advisors has $114M in assets under management (AUM), dropping by 2.13%.
  • Central Index Key (CIK): 0002067328

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Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 21.7 $25M 118k 210.34
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Ishares Tr Rus 1000 Grw Etf (IWF) 20.7 $24M 50k 473.30
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Ishares Tr Msci Eafe Etf (EFA) 12.0 $14M 142k 96.03
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Ishares Tr 1 3 Yr Treas Bd (SHY) 7.8 $8.8M 107k 82.82
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Ishares Tr Rus 2000 Grw Etf (IWO) 6.4 $7.3M 23k 323.01
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Ishares Tr Rus 2000 Val Etf (IWN) 6.1 $6.9M +2% 38k 181.21
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Ishares Tr Msci Emg Mkt Etf (EEM) 5.1 $5.8M 106k 54.71
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Ishares Tr Rus Mdcp Val Etf (IWS) 4.2 $4.8M +3% 34k 141.05
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Ishares Tr Rus Md Cp Gr Etf (IWP) 4.0 $4.5M +2% 33k 136.94
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Ishares Tr Iboxx Inv Cp Etf (LQD) 3.2 $3.6M 33k 110.19
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $2.8M 29k 96.16
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Apple (AAPL) 0.9 $1.1M -8% 3.9k 271.89
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Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $561k 4.4k 128.83
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Vanguard World Mega Grwth Ind (MGK) 0.5 $528k 1.3k 412.77
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $467k 3.3k 141.16
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Spdr Series Trust State Street Spd (XNTK) 0.4 $399k 1.4k 277.88
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Ishares Tr Msci Acwi Etf (ACWI) 0.3 $390k 2.8k 141.49
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $355k +12% 577.00 614.31
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $341k 12k 29.61
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $337k 1.9k 177.33
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $332k 4.5k 73.56
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $330k 1.2k 279.17
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $327k 1.5k 211.79
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $319k 9.8k 32.62
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Ishares Tr Esg Aware Msci (ESML) 0.3 $314k 6.8k 45.98
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $287k NEW 3.2k 89.46
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NVIDIA Corporation (NVDA) 0.3 $287k 1.5k 186.51
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $285k 942.00 302.11
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Ishares Msci Emrg Chn (EMXC) 0.2 $261k 3.6k 72.68
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Past Filings by Lwm Advisors

SEC 13F filings are viewable for Lwm Advisors going back to 2025