Lwm Advisors Inc 13F Holdings · Q3 2026
Lwm Advisors Inc reported 38 securities worth $132.48M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IWD (23.49%), IWF (19.73%), EFA (10.98%). Among its top 25 positions this quarter: 11 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $31.1M | 23.49% | 125,487 | Trimmed |
| 2 | IWF | ISHARES TR | $26.1M | 19.73% | 208,660 | Trimmed |
| 3 | EFA | ISHARES TR | $14.5M | 10.98% | 140,023 | Added |
| 4 | SHY | ISHARES TR | $9.8M | 7.38% | 22 | Trimmed |
| 5 | IWO | ISHARES TR | $8.2M | 6.16% | 22,868 | Trimmed |
| 6 | IWN | ISHARES TR | $7.9M | 5.99% | 37,856 | Trimmed |
| 7 | EEM | ISHARES TR | $6.7M | 5.07% | 100,482 | Trimmed |
| 8 | IWS | ISHARES TR | $5.1M | 3.83% | 31,544 | Added |
| 9 | IWP | ISHARES TR | $4.5M | 3.41% | 32,814 | Added |
| 10 | LQD | ISHARES TR | $3.6M | 2.73% | 92 | Trimmed |
| 11 | IEF | ISHARES TR | $2.9M | 2.19% | 131 | Trimmed |
| 12 | IEFA | ISHARES TR | $1.3M | 1.00% | 13,693 | Added |
| 13 | AAPL | APPLE INC | $1.3M | 0.99% | 3,949 | Added |
| 14 | SCHV | SCHWAB STRATEGIC TR | $648,027 | 0.49% | 19,454 | Added |
| 15 | DSI | ISHARES TR | $636,175 | 0.48% | 4,352 | Hold |
| 16 | IEMG | ISHARES INC | $596,872 | 0.45% | 7,354 | Added |
| 17 | MGK | VANGUARD WORLD FD | $573,690 | 0.43% | 6,192 | Added |
| 18 | XNTK | SPDR SERIES TRUST | $548,060 | 0.41% | 1,434 | Hold |
| 19 | MGV | VANGUARD WORLD FD | $534,657 | 0.40% | 3,319 | Added |
| 20 | ACWI | ISHARES TR | $432,317 | 0.33% | 2,723 | Hold |
| 21 | VOE | VANGUARD INDEX FDS | $377,839 | 0.29% | 1,932 | Added |
| 22 | VOT | VANGUARD INDEX FDS | $371,740 | 0.28% | 1,273 | Added |
| 23 | ESML | ISHARES TR | $355,368 | 0.27% | 6,834 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $351,294 | 0.27% | 1,538 | Hold |
| 25 | QQQ | INVESCO QQQ TR | $352,160 | 0.27% | 476 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR