§ 13F · FUND PROFILE
LWM ADVISORS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.0T (13F)Positions · 29Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$287.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 117K | $24.7T | 21.7% | +1% |
| 2 | IWF | ISHARES TR | 50K | $23.5T | 20.7% | −1% |
| 3 | EFA | ISHARES TR | 142K | $13.7T | 12.0% | ±0% |
| 4 | SHY | ISHARES TR | 107K | $8.8T | 7.8% | +1% |
| 5 | IWO | ISHARES TR | 23K | $7.3T | 6.4% | +2% |
| 6 | IWN | ISHARES TR | 38K | $6.9T | 6.1% | +2% |
| 7 | EEM | ISHARES TR | 106K | $5.8T | 5.1% | −1% |
| 8 | IWS | ISHARES TR | 34K | $4.8T | 4.2% | +3% |
| 9 | IWP | ISHARES TR | 33K | $4.5T | 4.0% | +3% |
| 10 | LQD | ISHARES TR | 33K | $3.6T | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LWM SIGNAL
AC read
LWM ADVISORS INC is a Other fund managing $103972.2 trillion 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
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed