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LWM ADVISORS INC — 13F Holdings & Portfolio

CIK 2067328 · latest 13F-HR filed 2026-07-09

Backtest portfolio

LWM ADVISORS INC manages $134.1M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWD (23.05%), IWF (19.42%), EFA (10.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 30, and trimmed 0.

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.

Filer Information
Address
5180 GOLDEN FOOTHILL PKWY
STE 220
EL DORADO HILLS, CA 95762
Phone
(916) 939-6860
Filing Manager
LWM ADVISORS INC
El Dorado Hills, CA
Signatory
Michael Haskins
CCO
Loading holdings…
AUM

$134.1M

Long-equity book

Holdings

37

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+6 / −0 / ↑30 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$4.1M +15.4%
  • ISHARES TR$4.0M +18.0%
  • ISHARES TR$1.8M +25.0%
  • ISHARES TR$1.2M +15.8%
  • ISHARES TR$1.1M +13.0%
Show all 30 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • TAIWAN SEMICONDUCTOR MANUFAC$272.7K
  • ADVANCED MICRO DEVICES INC$259.7K
  • DIREXION SHARES ETF TRUST$253.8K
  • SELECT SECTOR SPDR TR$251.3K
  • ISHARES TR$231.1K
Show all 6 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $30.9M 23.05% 127,487 SH
2 ISHARES TR IWF 464287614 $26.0M 19.42% 209,701 SH
3 ISHARES TR EFA 464287465 $14.5M 10.83% 139,800 SH
4 ISHARES TR SHY 464287457 $10.0M 7.46% 121,914 PRN
5 ISHARES TR IWO 464287648 $9.1M 6.80% 23,160 SH
6 ISHARES TR IWN 464287630 $8.5M 6.35% 38,500 SH
7 ISHARES TR EEM 464287234 $6.9M 5.13% 100,573 SH
8 ISHARES TR IWS 464287473 $5.2M 3.86% 31,446 SH
9 ISHARES TR IWP 464287481 $4.6M 3.44% 31,550 SH
10 ISHARES TR LQD 464287242 $3.9M 2.93% 36,000 PRN
11 ISHARES TR IEF 464287440 $3.2M 2.36% 33,411 PRN
12 ISHARES TR IEFA 46432F842 $1.3M 0.96% 13,362 SH
13 APPLE INC AAPL 037833100 $1.1M 0.85% 3,948 SH
14 ISHARES TR DSI 464288570 $619.7K 0.46% 4,352 SH
15 ISHARES INC IEMG 46434G103 $595.1K 0.44% 7,184 SH
16 SPDR SERIES TRUST XNTK 78464A102 $560.2K 0.42% 1,434 SH
17 VANGUARD WORLD FD MGK 921910816 $521.0K 0.39% 5,927 SH
18 VANGUARD WORLD FD MGV 921910840 $519.8K 0.39% 3,180 SH
19 ISHARES TR ACWI 464288257 $427.4K 0.32% 2,723 SH
20 SCHWAB STRATEGIC TR SCHV 808524409 $401.3K 0.30% 11,529 SH
21 ISHARES TR ESML 46435U663 $382.2K 0.29% 6,834 SH
22 VANGUARD INDEX FDS VOT 922908538 $375.1K 0.28% 1,224 SH
23 VANGUARD INDEX FDS VOE 922908512 $371.2K 0.28% 1,878 SH
24 VANGUARD INDEX FDS VBR 922908611 $366.7K 0.27% 1,509 SH
25 INVESCO QQQ TR QQQ 46090E103 $350.5K 0.26% 476 SH
26 VANGUARD INTL EQUITY INDEX F VEU 922042775 $330.8K 0.25% 3,950 SH
27 ISHARES INC EMXC 46434G764 $321.3K 0.24% 3,141 SH
28 SCHWAB STRATEGIC TR SCHG 808524300 $315.8K 0.24% 9,331 SH
29 VANGUARD INDEX FDS VBK 922908595 $311.2K 0.23% 851 SH
30 NVIDIA CORPORATION NVDA 67066G104 $307.8K 0.23% 1,538 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $272.7K 0.20% 571 SH
32 ADVANCED MICRO DEVICES INC AMD 007903107 $259.7K 0.19% 447 SH
33 DIREXION SHARES ETF TRUST TECL 25459W102 $253.8K 0.19% 1,100 SH
34 SELECT SECTOR SPDR TR XLK 81369Y803 $251.3K 0.19% 1,319 SH
35 CARDINAL HEALTH INC CAH 14149Y108 $244.2K 0.18% 1,028 SH
36 ISHARES TR SOXX 464287523 $231.1K 0.17% 361 SH
37 ALPHABET INC GOOGL 02079K305 $207.6K 0.15% 581 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $134.1M 37 0002085853-26-000680
2026-03-31 2026-04-13 $115.3M 34 0002085853-26-000343
2025-12-31 2026-01-09 $113.7M 29 0002085853-26-000024