LWM ADVISORS INC

CIK 2067328 · View on SEC EDGAR ↗

Portfolio value
$134.1M
#7,737 of 9,443 by 13F value · top 81.9%
Positions
37
As of
June 30, 2026

Portfolio value QoQ: +25.3% 13F does not disclose cash

Top 10 holdings weight
89.27%
Top 25 holdings weight
97.53%
Positions above 1%
11
Effective number of positions
8.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.64% Est. buys $34,590,371 · sells $775,816

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 97.4% still held

New positions
6
Increased
15
Decreased
12
Closed
1
On this page

Sector breakdown

Technology
1.5%
Health Care
0.2%
Communication Services
0.2%
Other/Unmapped
98.2%

Full portfolio 37 positions

Type Streak 8Q trend
IWD $30,906,714 23.05% 127,487 $4,135,112 Up ×4
IWF $26,038,587 19.42% 209,701 $3,976,418 Up ×2
EFA $14,522,423 10.83% 139,800 $859,144 Down ×4
SHY iShares 1-3 Year Treasury Bond ETF $10,010,394 7.46% 121,914 $1,149,520 Up ×5
IWO $9,124,310 6.80% 23,160 $9,077,238 Up ×1
IWN $8,516,237 6.35% 38,500 $1,163,634 Down ×1
EEM $6,880,197 5.13% 100,573 $981,417 Down ×4
IWS $5,176,013 3.86% 31,446 $407,035 Down ×2
IWP $4,619,296 3.44% 31,550 $647,688 Up ×1
LQD $3,926,527 2.93% 36,000 $226,854 Up ×5
IEF iShares 7-10 Year Treasury Bond ETF $3,159,681 2.36% 33,411 $336,947 Up ×5
IEFA $1,290,526 0.96% 13,362 $416,460 Up ×2
AAPL Apple Inc. - Common Stock $1,142,220 0.85% 3,948 $964,944 Up ×1
DSI $619,681 0.46% 4,352 $92,263
IEMG $595,143 0.44% 7,184 $218,212 Up ×1
XNTK $560,192 0.42% 1,434 $194,121
MGK $521,042 0.39% 5,927 $50,718 Up ×2
MGV $519,771 0.39% 3,180 $37,668 Down ×1
ACWI iShares MSCI ACWI ETF $427,429 0.32% 2,723 $46,496 Down ×1
SCHV $401,310 0.30% 11,529 $50,094 Up ×3
ESML $382,226 0.29% 6,834 $60,891
VOT $375,061 0.28% 1,224 $63,579 Up ×2
VOE $371,178 0.28% 1,878 $17,988 Down ×1
VBR $366,671 0.27% 1,509 $30,583 Down ×1
QQQ Invesco QQQ Trust, Series 1 $350,539 0.26% 476 $207,398 Up ×1
VEU $330,815 0.25% 3,950 $-8,412 Down ×1
EMXC iShares MSCI Emerging Markets ex China ETF $321,324 0.24% 3,141 $39,092 Down ×1
SCHG $315,762 0.24% 9,331 $30,585 Down ×1
VBK $311,211 0.23% 851 $26,491 Down ×1
NVDA NVIDIA Corporation - Common Stock $307,778 0.23% 1,538 $39,543
TSM Taiwan Semiconductor Manufacturing Company Ltd. $272,693 0.20% 571 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $259,667 0.19% 447 Up ×1
TECL $253,836 0.19% 1,100 Up ×1
XLK XLK $251,316 0.19% 1,319 Up ×1
CAH Cardinal Health, Inc. Common Stock $244,162 0.18% 1,028 $35,933 Up ×1
SOXX SOXX $231,064 0.17% 361 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $207,632 0.15% 581 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
IWD $30,906,714 23.05% up ×4
SHY $10,010,394 7.46% up ×5
LQD $3,926,527 2.93% up ×5
IEF $3,159,681 2.36% up ×5
SCHV $401,310 0.30% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TSM $272,693 571 0.20%
AMD $259,667 447 0.19%
TECL $253,836 1,100 0.19%
XLK $251,316 1,319 0.19%
SOXX $231,064 361 0.17%
GOOGL $207,632 581 0.15%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IWD Bought more +2K +$4.1M
IWF Bought more +158K +$4.0M
IWN Trimmed -281 +$1.2M
SHY Bought more +15K +$1.1M
EEM Trimmed -3K +$981K
EFA Trimmed -870 +$859K
IWP Bought more +551 +$648K
IEFA Bought more +4K +$416K
IWS Trimmed -1K +$407K
IEF Bought more +4K +$337K

2 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VOO Dec. 31, 2025 358 $218,953 No longer tracked