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 68.59% of Lwm Advisors's stock portfolio.
  • Added to shares of these 9 stocks: IWD, SHY, IWN, IWS, IWO, LQD, IEF, ESML, VOE.
  • Reduced shares in these 10 stocks: IWF, AAPL, IWP, EEM, VOO, EFA, SCHG, SCHV, DSI, MGK.
  • Lwm Advisors was a net buyer of stock by $309k.
  • Lwm Advisors has $111M in assets under management (AUM), dropping by 7.08%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 21.2 $24M 116k 203.59
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Ishares Tr Rus 1000 Grw Etf (IWF) 21.2 $24M -2% 50k 468.41
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Ishares Tr Msci Eafe Etf (EFA) 12.0 $13M 143k 93.37
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Ishares Tr 1 3 Yr Treas Bd (SHY) 7.8 $8.7M +3% 105k 82.96
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Ishares Tr Rus 2000 Grw Etf (IWO) 6.4 $7.1M 22k 320.04
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Ishares Tr Rus 2000 Val Etf (IWN) 5.9 $6.6M +3% 37k 176.81
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Ishares Tr Msci Emg Mkt Etf (EEM) 5.2 $5.7M 108k 53.40
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Ishares Tr Rus Mdcp Val Etf (IWS) 4.2 $4.6M +3% 33k 139.67
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Ishares Tr Rus Md Cp Gr Etf (IWP) 4.1 $4.5M 32k 142.41
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Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $3.7M +2% 33k 111.47
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $2.8M +2% 29k 96.46
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Apple (AAPL) 1.0 $1.1M -17% 4.3k 254.70
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Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $548k 4.4k 125.95
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Vanguard World Mega Grwth Ind (MGK) 0.5 $515k 1.3k 402.42
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $455k 3.3k 137.74
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Spdr Series Trust Nyse Tech Etf (XNTK) 0.4 $390k 1.4k 272.23
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Ishares Tr Msci Acwi Etf (ACWI) 0.3 $381k 2.8k 138.24
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $347k 1.2k 293.74
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $335k -4% 12k 29.11
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $331k 1.9k 174.57
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $322k 4.5k 71.37
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $322k 1.5k 208.71
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $312k -5% 9.8k 31.91
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $309k 515.00 600.37
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Ishares Tr Esg Aware Msci (ESML) 0.3 $308k +5% 6.8k 45.08
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NVIDIA Corporation (NVDA) 0.3 $287k 1.5k 186.58
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $280k 942.00 297.62
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Ishares Msci Emrg Chn (EMXC) 0.2 $242k 3.6k 67.51
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $219k -10% 358.00 611.60
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Past Filings by Lwm Advisors

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