Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 67.74% of Lwm Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHF, SCHV, IVV, VOO, IWP, IEFA, MGK, EFA, MGV, IWS.
Started 3 new stock positions in VOO, SCHF, IVV.
Reduced shares in these 10 stocks: IWD, TECL, GOOGL, IWN, IWF, SHY, IWO, IEF, LQD, EEM.
Sold out of its positions in GOOGL, TECL.
Lwm Advisors was a net seller of stock by $-266k.
Lwm Advisors has $133M in assets under management (AUM), dropping by -1.22%.
Central Index Key (CIK): 0002067328

Tip: Access up to 7 years of quarterly data

Positions held by Lwm Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 38 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Val Etf (IWD)	23.5	$31M		126k	247.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	19.7	$26M		209k	125.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	11.0	$15M		140k	103.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	7.4	$9.8M		120k	81.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	6.2	$8.2M		23k	356.90	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	6.0	$7.9M		38k	209.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	5.1	$6.7M		101k	66.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.8	$5.1M		32k	160.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.4	$4.5M	+4%	33k	137.68	View chart
Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD)	2.7	$3.6M		35k	102.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF)	2.2	$2.9M	-2%	32k	89.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.3M	+2%	14k	96.88	View chart
Apple (AAPL)	1.0	$1.3M		3.9k	333.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$648k	+68%	20k	33.31	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$636k		4.4k	146.18	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$597k	+2%	7.4k	81.16	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.4	$574k	+4%	6.2k	92.65	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.4	$548k		1.4k	382.19	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.4	$535k	+4%	3.3k	161.09	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$432k		2.7k	158.76	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.3	$378k	+2%	1.9k	195.57	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.3	$372k	+4%	1.3k	292.02	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$355k		6.8k	52.00	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$354k		1.5k	231.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$352k		476.00	739.77	View chart
NVIDIA Corporation (NVDA)	0.3	$351k		1.5k	228.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$343k	+4%	4.1k	82.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$341k		9.5k	35.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$311k		3.1k	99.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$300k	NEW	11k	27.47	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.2	$299k	+3%	885.00	337.83	View chart
Advanced Micro Devices (AMD)	0.2	$274k		447.00	611.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$261k		571.00	456.19	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$258k		1.3k	195.69	View chart
Cardinal Health (CAH)	0.2	$229k		1.0k	222.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$205k		361.00	568.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$203k	NEW	265.00	765.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$202k	NEW	288.00	699.71	View chart

Past Filings by Lwm Advisors

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

Lwm Advisors 2026 Q3 filed Oct. 8, 2026
Lwm Advisors 2026 Q2 filed July 9, 2026
Lwm Advisors 2026 Q1 filed April 13, 2026
Lwm Advisors 2025 Q4 filed Jan. 9, 2026
Lwm Advisors 2025 Q3 filed Oct. 6, 2025
Lwm Advisors 2025 Q2 filed July 7, 2025
Lwm Advisors 2025 Q1 filed May 13, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z