§ 13F · FUND PROFILE
LWM ADVISORS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 29Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$585K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 125K | $27M | 23.2% | +7% |
| 2 | IWF | ISHARES TR | 52K | $22M | 19.1% | +4% |
| 3 | EFA | ISHARES TR | 141K | $14M | 11.9% | −1% |
| 4 | SHY | ISHARES TR | 107K | $9M | 7.7% | +1% |
| 5 | IWN | ISHARES TR | 39K | $7M | 6.4% | +2% |
| 6 | IWO | ISHARES TR | 23K | $7M | 6.3% | +3% |
| 7 | EEM | ISHARES TR | 104K | $6M | 5.1% | −2% |
| 8 | IWS | ISHARES TR | 33K | $5M | 4.1% | −4% |
| 9 | IWP | ISHARES TR | 31K | $4M | 3.4% | −6% |
| 10 | LQD | ISHARES TR | 34K | $4M | 3.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LWM SIGNAL
AC read
LWM ADVISORS INC is a Other fund managing $111 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed