Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LWM ADVISORS INC (CIK 2067328) reported $115.3M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWD ($26.8M, 23.22%), IWF ($22.1M, 19.14%), EFA ($13.7M, 11.85%), SHY ($8.9M, 7.69%), IWN ($7.4M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $26.8M | 23.22% | 125,294 | Added |
| 2 | IWF | ISHARES TR | $22.1M | 19.14% | 51,740 | Added |
| 3 | EFA | ISHARES TR | $13.7M | 11.85% | 140,670 | Trimmed |
| 4 | SHY | ISHARES TR | $8.9M | 7.69% | 107,313 | Added |
| 5 | IWN | ISHARES TR | $7.4M | 6.38% | 38,781 | Added |
| 6 | IWO | ISHARES TR | $7.3M | 6.33% | 23,260 | Added |
| 7 | EEM | ISHARES TR | $5.9M | 5.12% | 103,870 | Trimmed |
| 8 | IWS | ISHARES TR | $4.8M | 4.14% | 32,723 | Trimmed |
| 9 | IWP | ISHARES TR | $4.0M | 3.45% | 30,999 | Trimmed |
| 10 | LQD | ISHARES TR | $3.7M | 3.21% | 33,945 | Added |
| 11 | IEF | ISHARES TR | $2.8M | 2.45% | 29,576 | Added |
| 12 | AAPL | APPLE INC | $1.0M | 0.87% | 3,946 | Added |
| 13 | IEFA | ISHARES TR | $874,066 | 0.76% | 9,655 | Added |
| 14 | DSI | ISHARES TR | $527,418 | 0.46% | 4,352 | Hold |
| 15 | MGV | VANGUARD WORLD FD | $482,103 | 0.42% | 3,326 | Added |
| 16 | MGK | VANGUARD WORLD FD | $470,324 | 0.41% | 1,280 | Added |
| 17 | ACWI | ISHARES TR | $380,933 | 0.33% | 2,753 | Hold |
| 18 | IEMG | ISHARES INC | $376,931 | 0.33% | 5,404 | New |
| 19 | XNTK | SPDR SERIES TRUST | $366,071 | 0.32% | 1,434 | Hold |
| 20 | VOE | VANGUARD INDEX FDS | $353,190 | 0.31% | 1,917 | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $351,216 | 0.30% | 11,515 | Added |
| 22 | VBR | VANGUARD INDEX FDS | $336,088 | 0.29% | 1,547 | Added |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $339,227 | 0.29% | 4,517 | Hold |
| 24 | ESML | ISHARES TR | $321,335 | 0.28% | 6,834 | Hold |
| 25 | VOT | VANGUARD INDEX FDS | $311,482 | 0.27% | 1,210 | Added |
Source: SEC Form 13F filings · as of 2026-03-31