Institutional
LWM ADVISORS INC
CIK 0002067328
$134.1M
Reported AUM
37
Positions
Q2 2026
Period
2026-07-09
Filed
Editorial summary
Summary for LWM ADVISORS INC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $251.49 | 0.31% | 32.19% | 69.23% | $30.9M | 23.05% | — | HELD |
| 2 | IWF | ISHARES TR | $117.94 | 0.43% | 9.16% | 66.32% | $26.0M | 19.42% | — | HELD |
| 3 | EFA | ISHARES TR | $105.47 | -0.72% | 25.88% | 54.22% | $14.5M | 10.83% | — | HELD |
| 4 | SHY | ISHARES TR | $81.94 | -0.08% | 2.54% | 9.26% | $10.0M | 7.46% | — | HELD |
| 5 | IWO | ISHARES TR | $370.92 | -0.69% | 30.74% | 25.13% | $9.1M | 6.80% | — | HELD |
| 6 | IWN | ISHARES TR | $220.88 | -0.41% | 42.50% | 47.74% | $8.5M | 6.35% | — | HELD |
| 7 | EEM | ISHARES TR | $64.23 | 1.01% | 34.51% | 36.46% | $6.9M | 5.13% | — | HELD |
| 8 | IWS | ISHARES TR | $167.13 | -0.28% | 27.70% | 53.82% | $5.2M | 3.86% | — | HELD |
| 9 | IWP | ISHARES TR | $137.07 | -0.30% | -1.25% | 18.97% | $4.6M | 3.44% | — | HELD |
| 10 | LQD | ISHARES TR | $106.04 | -0.34% | 0.75% | -4.92% | $3.9M | 2.93% | — | HELD |
| 11 | IEF | ISHARES TR | $92.79 | -0.46% | 0.90% | -8.09% | $3.2M | 2.36% | — | HELD |
| 12 | IEFA | ISHARES TR | $98.12 | -0.76% | 25.38% | 51.77% | $1.3M | 0.96% | — | HELD |
| 13 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $1.1M | 0.85% | — | HELD |
| 14 | DSI | ISHARES TR | $141.27 | 1.17% | 20.83% | 70.89% | $620K | 0.46% | — | HELD |
| 15 | IEMG | ISHARES INC | $77.76 | 0.92% | 31.92% | 39.04% | $595K | 0.44% | — | HELD |
| 16 | XNTK | SPDR SERIES TRUST | $338.92 | 0.90% | 46.10% | 109.77% | $560K | 0.42% | — | HELD |
| 17 | MGK | VANGUARD WORLD FD | $85.82 | 0.52% | 15.23% | 76.00% | $521K | 0.39% | — | HELD |
| 18 | MGV | VANGUARD WORLD FD | $163.48 | -0.06% | 29.02% | 79.52% | $520K | 0.39% | — | HELD |
| 19 | ACWI | ISHARES TR | $155.97 | 0.20% | 22.98% | 62.51% | $427K | 0.32% | — | HELD |
| 20 | SCHV | SCHWAB STRATEGIC TR | $34.15 | -0.03% | 26.21% | 62.42% | $401K | 0.30% | — | HELD |
| 21 | ESML | ISHARES TR | $53.72 | -0.18% | 31.00% | 41.62% | $382K | 0.29% | — | HELD |
| 22 | VOT | VANGUARD INDEX FDS | $295.86 | 0.32% | 3.86% | 23.00% | $375K | 0.28% | — | HELD |
| 23 | VOE | VANGUARD INDEX FDS | $204.71 | -0.25% | 26.36% | 57.31% | $371K | 0.28% | — | HELD |
| 24 | VBR | VANGUARD INDEX FDS | $244.80 | -0.13% | 27.75% | 56.02% | $367K | 0.27% | — | HELD |
| 25 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | 24.01% | 85.38% | $351K | 0.26% | — | HELD |
| 26 | VEU | VANGUARD INTL EQUITY INDEX F | $82.86 | -0.20% | 28.43% | 52.60% | $331K | 0.25% | — | HELD |
| 27 | EMXC | ISHARES INC | $92.40 | 1.34% | 49.45% | 63.73% | $321K | 0.24% | — | HELD |
| 28 | SCHG | SCHWAB STRATEGIC TR | $33.99 | 0.58% | 14.66% | 76.29% | $316K | 0.24% | — | HELD |
| 29 | VBK | VANGUARD INDEX FDS | $340.82 | -0.17% | 23.52% | 20.43% | $311K | 0.23% | — | HELD |
| 30 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $308K | 0.23% | — | HELD |
| 31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $407.33 | 1.00% | — | — | $273K | 0.20% | — | HELD |
| 32 | AMD | ADVANCED MICRO DEVICES INC | $491.92 | 1.34% | — | — | $260K | 0.19% | — | HELD |
| 33 | TECL | DIREXION SHARES ETF TRUST | $174.08 | -0.21% | — | — | $254K | 0.19% | — | HELD |
| 34 | XLK | SELECT SECTOR SPDR TR | $175.12 | -0.35% | — | — | $251K | 0.19% | — | HELD |
| 35 | CAH | CARDINAL HEALTH INC | $228.48 | 0.62% | — | — | $244K | 0.18% | — | HELD |
| 36 | SOXX | ISHARES TR | $511.57 | 1.40% | — | — | $231K | 0.17% | — | HELD |
| 37 | GOOGL | ALPHABET INC | $354.58 | 6.27% | — | — | $208K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000680. 13F discloses long positions only — shorts, foreign equities, and options are excluded.