Lwm Advisors Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$115.3M
Q ending 2026-03-31
Prior quarter
$113.7M
Q ending 2025-12-31
Change
+1.4% QoQ · +18.5% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWD | Shares | $26.8M | 125K |
| Ishares Tr | IWF | Shares | $22.1M | 52K |
| Ishares Tr | EFA | Shares | $13.7M | 141K |
| Ishares Tr | SHY | Shares | $8.9M | 107K |
| Ishares Tr | IWN | Shares | $7.4M | 39K |
| Ishares Tr | IWO | Shares | $7.3M | 23K |
| Ishares Tr | EEM | Shares | $5.9M | 104K |
| Ishares Tr | IWS | Shares | $4.8M | 33K |
| Ishares Tr | IWP | Shares | $4.0M | 31K |
| Ishares Tr | LQD | Shares | $3.7M | 34K |
| Ishares Tr | IEF | Shares | $2.8M | 30K |
| Apple Inc | AAPL | Shares | $1.0M | 4K |
| Ishares Tr | IEFA | Shares | $874K | 10K |
| Ishares Tr | DSI | Shares | $527K | 4K |
| Vanguard World Fd | MGV | Shares | $482K | 3K |
| Vanguard World Fd | MGK | Shares | $470K | 1K |
| Ishares Tr | ACWI | Shares | $381K | 3K |
| Ishares Inc | IEMG | Shares | $377K | 5K |
| Spdr Series Trust | XNTK | Shares | $366K | 1K |
| Vanguard Index Fds | VOE | Shares | $353K | 2K |
| Schwab Strategic Tr | SCHV | Shares | $351K | 12K |
| Vanguard Intl Equity Index F | VEU | Shares | $339K | 5K |
| Vanguard Index Fds | VBR | Shares | $336K | 2K |
| Ishares Tr | ESML | Shares | $321K | 7K |
| Vanguard Index Fds | VOT | Shares | $311K | 1K |
| Schwab Strategic Tr | SCHG | Shares | $285K | 10K |
| Vanguard Index Fds | VBK | Shares | $285K | 942 |
| Invesco Qqq Tr | QQQ | Shares | $282K | 489 |
| Ishares Inc | EMXC | Shares | $282K | 4K |
| Nvidia Corporation | NVDA | Shares | $268K | 2K |
| Cardinal Health Inc | CAH | Shares | $208K | 985 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.