Lwm Advisors Inc Portfolio Stock Holdings
Lwm Advisors Inc disclosed 37 stock positions valued at approximately $134.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $134.1M
Holdings by Sector
Lwm Advisors Inc Portfolio Holdings in Q2 2026
37 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWD | Other | 23.05% | 127,487 | +2,193 | +1.75% | $30,906,714 |
| ISHARES TR | IWF | Other | 19.42% | 209,701 | +157,961 | +305.30% | $26,038,587 |
| ISHARES TR | EFA | Other | 10.83% | 139,800 | -870 | -0.62% | $14,522,423 |
| ISHARES TR | SHY | Other | 7.46% | 121,914 | +14,601 | +13.61% | $10,010,394 |
| ISHARES TR | IWO | Other | 6.80% | 23,160 | -100 | -0.43% | $9,124,310 |
| ISHARES TR | IWN | Other | 6.35% | 38,500 | -281 | -0.72% | $8,516,237 |
| ISHARES TR | EEM | Other | 5.13% | 100,573 | -3,297 | -3.17% | $6,880,197 |
| ISHARES TR | IWS | Other | 3.86% | 31,446 | -1,277 | -3.90% | $5,176,013 |
| ISHARES TR | IWP | Other | 3.44% | 31,550 | +551 | +1.78% | $4,619,296 |
| ISHARES TR | LQD | Other | 2.93% | 36,000 | +2,055 | +6.05% | $3,926,527 |
| ISHARES TR | IEF | Other | 2.36% | 33,411 | +3,835 | +12.97% | $3,159,681 |
| ISHARES TR | IEFA | Other | 0.96% | 13,362 | +3,707 | +38.39% | $1,290,526 |
| APPLE INC | AAPL | Technology | 0.85% | 3,948 | +2 | +0.05% | $1,142,220 |
| ISHARES TR | DSI | Other | 0.46% | 4,352 | - | - | $619,681 |
| ISHARES INC | IEMG | Other | 0.44% | 7,184 | +1,780 | +32.94% | $595,143 |
| SPDR SERIES TRUST | XNTK | Other | 0.42% | 1,434 | - | - | $560,192 |
| VANGUARD WORLD FD | MGK | Other | 0.39% | 5,927 | +4,647 | +363.05% | $521,042 |
| VANGUARD WORLD FD | MGV | Other | 0.39% | 3,180 | -146 | -4.39% | $519,771 |
| ISHARES TR | ACWI | Other | 0.32% | 2,723 | -30 | -1.09% | $427,429 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.30% | 11,529 | +14 | +0.12% | $401,310 |
| ISHARES TR | ESML | Other | 0.29% | 6,834 | - | - | $382,226 |
| VANGUARD INDEX FDS | VOT | Other | 0.28% | 1,224 | +14 | +1.16% | $375,061 |
| VANGUARD INDEX FDS | VOE | Other | 0.28% | 1,878 | -39 | -2.03% | $371,178 |
| VANGUARD INDEX FDS | VBR | Other | 0.27% | 1,509 | -38 | -2.46% | $366,671 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 476 | -13 | -2.66% | $350,539 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.25% | 3,950 | -567 | -12.55% | $330,815 |
| ISHARES INC | EMXC | Other | 0.24% | 3,141 | -447 | -12.46% | $321,324 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.24% | 9,331 | -459 | -4.69% | $315,762 |
| VANGUARD INDEX FDS | VBK | Other | 0.23% | 851 | -91 | -9.66% | $311,211 |
| NVIDIA CORPORATION | NVDA | Technology | 0.23% | 1,538 | - | - | $307,778 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.20% | 571 | +571 | +100.00% | $272,693 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.19% | 447 | +447 | +100.00% | $259,667 |
| DIREXION SHARES ETF TRUST | TECL | Other | 0.19% | 1,100 | +1,100 | +100.00% | $253,836 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.19% | 1,319 | +1,319 | +100.00% | $251,316 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.18% | 1,028 | +43 | +4.37% | $244,162 |
| ISHARES TR | SOXX | Other | 0.17% | 361 | +361 | +100.00% | $231,064 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 581 | +581 | +100.00% | $207,632 |