Lwm Advisors Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Lwm Advisors Inc disclosed 38 stock positions valued at approximately $132.48M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 38
- Portfolio Value
- $132.48M
Holdings by Sector
Lwm Advisors Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWD | Other | 23.49% | 125,487 | -2,000 | -1.57% | $31,112,058 |
| ISHARES TR | IWF | Other | 19.73% | 208,660 | -1,041 | -0.50% | $26,136,838 |
| ISHARES TR | EFA | Other | 10.98% | 140,023 | +223 | +0.16% | $14,546,995 |
| ISHARES TR | SHY | Other | 7.38% | 120,443 | -1,471 | -1.21% | $9,780,010 |
| ISHARES TR | IWO | Other | 6.16% | 22,868 | -292 | -1.26% | $8,161,836 |
| ISHARES TR | IWN | Other | 5.99% | 37,856 | -644 | -1.67% | $7,928,887 |
| ISHARES TR | EEM | Other | 5.07% | 100,482 | -91 | -0.09% | $6,711,192 |
| ISHARES TR | IWS | Other | 3.83% | 31,544 | +98 | +0.31% | $5,070,322 |
| ISHARES TR | IWP | Other | 3.41% | 32,814 | +1,264 | +4.01% | $4,517,781 |
| ISHARES TR | LQD | Other | 2.73% | 35,394 | -606 | -1.68% | $3,616,559 |
| ISHARES TR | IEF | Other | 2.19% | 32,423 | -988 | -2.96% | $2,895,699 |
| ISHARES TR | IEFA | Other | 1.00% | 13,693 | +331 | +2.48% | $1,326,601 |
| APPLE INC | AAPL | Technology | 0.99% | 3,949 | +1 | +0.03% | $1,314,993 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.49% | 19,454 | +7,925 | +68.74% | $648,027 |
| ISHARES TR | DSI | Other | 0.48% | 4,352 | - | - | $636,175 |
| ISHARES INC | IEMG | Other | 0.45% | 7,354 | +170 | +2.37% | $596,872 |
| VANGUARD WORLD FD | MGK | Other | 0.43% | 6,192 | +265 | +4.47% | $573,690 |
| SPDR SERIES TRUST | XNTK | Other | 0.41% | 1,434 | - | - | $548,060 |
| VANGUARD WORLD FD | MGV | Other | 0.40% | 3,319 | +139 | +4.37% | $534,657 |
| ISHARES TR | ACWI | Other | 0.33% | 2,723 | - | - | $432,317 |
| VANGUARD INDEX FDS | VOE | Other | 0.29% | 1,932 | +54 | +2.88% | $377,839 |
| VANGUARD INDEX FDS | VOT | Other | 0.28% | 1,273 | +49 | +4.00% | $371,740 |
| ISHARES TR | ESML | Other | 0.27% | 6,834 | - | - | $355,368 |
| VANGUARD INDEX FDS | VBR | Other | 0.27% | 1,532 | +23 | +1.52% | $353,939 |
| INVESCO QQQ TR | QQQ | Other | 0.27% | 476 | - | - | $352,160 |
| NVIDIA CORPORATION | NVDA | Technology | 0.27% | 1,538 | - | - | $351,294 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.26% | 4,130 | +180 | +4.56% | $342,667 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.26% | 9,482 | +151 | +1.62% | $340,701 |
| ISHARES INC | EMXC | Other | 0.23% | 3,141 | - | - | $311,211 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.23% | 10,908 | +10,908 | +100.00% | $299,653 |
Showing 30 of 38 holdings in the latest reporting period.