Lwm Advisors

Lwm Advisors as of June 30, 2026

Portfolio Holdings for Lwm Advisors

Lwm Advisors holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Val Etf (IWD) 23.0 $31M 128k 242.43
Ishares Tr Rus 1000 Grw Etf (IWF) 19.4 $26M 210k 124.17
Ishares Tr Msci Eafe Etf (EFA) 10.8 $15M 140k 103.88
Ishares Tr 1 3 Yr Treas Bd (Principal) (SHY) 7.5 $10M 122k 82.11
Ishares Tr Rus 2000 Grw Etf (IWO) 6.8 $9.1M 23k 393.97
Ishares Tr Rus 2000 Val Etf (IWN) 6.4 $8.5M 39k 221.20
Ishares Tr Msci Emg Mkt Etf (EEM) 5.1 $6.9M 101k 68.41
Ishares Tr Rus Mdcp Val Etf (IWS) 3.9 $5.2M 31k 164.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.4 $4.6M 32k 146.41
Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD) 2.9 $3.9M 36k 109.07
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 2.4 $3.2M 33k 94.57
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.3M 13k 96.58
Apple (AAPL) 0.9 $1.1M 3.9k 289.32
Ishares Tr Esg Msci Kld Etf (DSI) 0.5 $620k 4.4k 142.39
Ishares Core Msci Emkt (IEMG) 0.4 $595k 7.2k 82.84
Spdr Series Trust St Str Nyse Tech (XNTK) 0.4 $560k 1.4k 390.65
Vanguard World Mega Grwth Ind (MGK) 0.4 $521k 5.9k 87.91
Vanguard World Mega Cap Val Etf (MGV) 0.4 $520k 3.2k 163.45
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $427k 2.7k 156.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $401k 12k 34.81
Ishares Tr Esg Aware Msci (ESML) 0.3 $382k 6.8k 55.93
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $375k 1.2k 306.42
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $371k 1.9k 197.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $367k 1.5k 242.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $351k 476.00 736.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $331k 4.0k 83.75
Ishares Msci Emrg Chn (EMXC) 0.2 $321k 3.1k 102.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $316k 9.3k 33.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $311k 851.00 365.70
NVIDIA Corporation (NVDA) 0.2 $308k 1.5k 200.12
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $273k 571.00 477.57
Advanced Micro Devices (AMD) 0.2 $260k 447.00 580.91
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) 0.2 $254k 1.1k 230.76
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $251k 1.3k 190.54
Cardinal Health (CAH) 0.2 $244k 1.0k 237.51
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $231k 361.00 640.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $208k 581.00 357.37