§ 13F · FUND PROFILE
LWM ADVISORS INC.
AUM · $134M (13F)Positions · 37Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 127K | $31M | 23.0% | +2% |
| 2 | IWF | ISHARES TR | 210K | $26M | 19.4% | +305% |
| 3 | EFA | ISHARES TR | 140K | $15M | 10.8% | −1% |
| 4 | SHY | ISHARES TR | 122K | $10M | 7.5% | +14% |
| 5 | IWO | ISHARES TR | 23K | $9M | 6.8% | ±0% |
| 6 | IWN | ISHARES TR | 39K | $9M | 6.4% | −1% |
| 7 | EEM | ISHARES TR | 101K | $7M | 5.1% | −3% |
| 8 | IWS | ISHARES TR | 31K | $5M | 3.9% | −4% |
| 9 | IWP | ISHARES TR | 32K | $5M | 3.4% | +2% |
| 10 | LQD | ISHARES TR | 36K | $4M | 2.9% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LWM SIGNAL
AC read
LWM ADVISORS INC is a Other fund managing $134 million in assets. The fund runs a portfolio of 37 positions.
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