LWM ADVISORS INC
LWM ADVISORS INC reported 37 positions worth $134.1M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IWD (23.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWD | SH | $30.9M | 23.05% | 127,487 | — | — | |
| ▸ 2 | IWF | SH | $26.0M | 19.42% | 209,701 | — | — | |
| ▸ 3 | EFA | SH | $14.5M | 10.83% | 139,800 | — | — | |
| ▸ 4 | SHY | SH | $10.0M | 7.46% | 121,914 | — | — | |
| ▸ 5 | IWO | SH | $9.1M | 6.80% | 23,160 | — | — | |
| ▸ 6 | IWN | SH | $8.5M | 6.35% | 38,500 | — | — | |
| ▸ 7 | EEM | SH | $6.9M | 5.13% | 100,573 | — | — | |
| ▸ 8 | IWS | SH | $5.2M | 3.86% | 31,446 | — | — | |
| ▸ 9 | IWP | SH | $4.6M | 3.44% | 31,550 | — | — | |
| ▸ 10 | LQD | SH | $3.9M | 2.93% | 36,000 | — | — |
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Frequently Asked Questions
What stocks does LWM ADVISORS INC hold as of Q2 2026?
LWM ADVISORS INC reported 37 positions worth $134.1M in its Q2 2026 13F filing. Largest positions: IWD (23.0%), IWF (19.4%), EFA (10.8%), SHY (7.5%) and IWO (6.8%).
What did LWM ADVISORS INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LWM ADVISORS INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.