LWM ADVISORS INC — 13F Holdings & Portfolio
CIK 2067328 · latest 13F-HR filed 2026-04-13
LWM ADVISORS INC manages $115.3M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWD (23.22%), IWF (19.14%), EFA (11.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 4, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$115.3M
Long-equity book
34
Distinct positions
2026-03-31
Filed 2026-04-13
+2 / −0 / ↑4 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.1M +8.3%
- ISHARES TR$586.9K +204.4%
- ISHARES TR$437.8K +6.3%
- ISHARES INC$21.5K +8.2%
Top Trims
- ISHARES TR-$1.5M -6.3%
- ISHARES TR-$522.2K -11.6%
- INVESCO QQQ TR-$72.2K -20.4%
- APPLE INC-$71.2K -6.6%
- VANGUARD WORLD FD-$57.6K -10.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWD | 464287598 | $26.8M | 23.22% | 125,294 | SH |
| 2 | ISHARES TR | IWF | 464287614 | $22.1M | 19.14% | 51,740 | SH |
| 3 | ISHARES TR | EFA | 464287465 | $13.7M | 11.85% | 140,670 | SH |
| 4 | ISHARES TR | SHY | 464287457 | $8.9M | 7.69% | 107,313 | SH |
| 5 | ISHARES TR | IWN | 464287630 | $7.4M | 6.38% | 38,781 | SH |
| 6 | ISHARES TR | IWO | 464287648 | $7.3M | 6.29% | 23,110 | SH |
| 7 | ISHARES TR | EEM | 464287234 | $5.9M | 5.12% | 103,870 | SH |
| 8 | ISHARES TR | IWS | 464287473 | $4.8M | 4.14% | 32,723 | SH |
| 9 | ISHARES TR | IWP | 464287481 | $4.0M | 3.45% | 30,999 | SH |
| 10 | ISHARES TR | LQD | 464287242 | $3.7M | 3.21% | 33,945 | SH |
| 11 | ISHARES TR | IEF | 464287440 | $2.8M | 2.45% | 29,576 | SH |
| 12 | ISHARES TR | IEFA | 46432F842 | $874.1K | 0.76% | 9,655 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $824.1K | 0.71% | 3,247 | SH |
| 14 | ISHARES TR | DSI | 464288570 | $527.4K | 0.46% | 4,352 | SH |
| 15 | VANGUARD WORLD FD | MGV | 921910840 | $482.1K | 0.42% | 3,326 | SH |
| 16 | VANGUARD WORLD FD | MGK | 921910816 | $470.3K | 0.41% | 1,280 | SH |
| 17 | ISHARES TR | ACWI | 464288257 | $380.9K | 0.33% | 2,753 | SH |
| 18 | ISHARES INC | IEMG | 46434G103 | $376.9K | 0.33% | 5,404 | SH |
| 19 | SPDR SERIES TRUST | XNTK | 78464A102 | $366.1K | 0.32% | 1,434 | SH |
| 20 | VANGUARD INDEX FDS | VOE | 922908512 | $353.2K | 0.31% | 1,917 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $351.2K | 0.30% | 11,515 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $339.2K | 0.29% | 4,517 | SH |
| 23 | VANGUARD INDEX FDS | VBR | 922908611 | $336.1K | 0.29% | 1,547 | SH |
| 24 | ISHARES TR | ESML | 46435U663 | $321.3K | 0.28% | 6,834 | SH |
| 25 | VANGUARD INDEX FDS | VOT | 922908538 | $311.5K | 0.27% | 1,210 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $285.2K | 0.25% | 9,790 | SH |
| 27 | VANGUARD INDEX FDS | VBK | 922908595 | $284.7K | 0.25% | 942 | SH |
| 28 | ISHARES INC | EMXC | 46434G764 | $282.2K | 0.24% | 3,588 | SH |
| 29 | NVIDIA CORPORATION | NVDA | 67066G104 | $268.2K | 0.23% | 1,538 | SH |
| 30 | CARDINAL HEALTH INC | CAH | 14149Y108 | $208.2K | 0.18% | 985 | SH |
| 31 | APPLE INC | AAPL | 037833100 | $177.3K | 0.15% | 699 | SH |
| 32 | INVESCO QQQ TR | QQQ | 46090E103 | $143.1K | 0.12% | 248 | SH |
| 33 | INVESCO QQQ TR | QQQ | 46090E103 | $139.1K | 0.12% | 241 | SH |
| 34 | ISHARES TR | IWO | 464287648 | $47.1K | 0.04% | 150 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $115.3M | 34 | 0002085853-26-000343 |
| 2025-12-31 | 2026-01-09 | $113.7M | 29 | 0002085853-26-000024 |