LWM ADVISORS INC
CIK 0002067328 · EL DORADO HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$134.1M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IWD
ISHARES TR
23.0%
IWF
ISHARES TR
19.4%
EFA
ISHARES TR
10.8%
SHY
ISHARES TR
7.5%
IWO
ISHARES TR
6.8%
IWN
ISHARES TR
6.4%
EEM
ISHARES TR
5.1%
IWS
ISHARES TR
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.