Lwm Advisors Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Lwm Advisors Inc disclosed 37 stock positions valued at approximately $134.11M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $134.11M
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 |