LA
Lwm Advisors Inc — 13F Portfolio Changes & Top Buys (Q2 2026)
Lwm Advisors IncCIK: 0002067328
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$134.1M
Reporting period: 2026-06-30 · Number of holdings: 37
LWM ADVISORS INC disclosed 37 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $134.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 49.54
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 74
- Sizing Uniformity
- 80.81
Lwm Advisors Inc's disclosed holdings carry a Herfindahl concentration index of 0.124 — mathematically equivalent to about 8 equally-sized positions, well below its 37 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim EFA
-0.6% $859.1K
Add IWO
-0.4% $1.8M
Add IWF
+305.3% $4.0M
Trim IWS
-3.9% $407.0K
Trim LQD
+6.1% $226.9K
Trim SHY
+13.6% $1.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 23.05% | -0.17% | +1.75% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 19.42% | +0.28% | +305.30% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.83% | -1.02% | -0.62% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.46% | -0.23% | +13.61% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.80% | +0.47% | -0.43% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.35% | -0.03% | -0.72% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.13% | +0.01% | -3.17% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.86% | -0.28% | -3.90% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.44% | -0.01% | +1.78% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.93% | -0.28% | +6.05% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.36% | -0.09% | +12.97% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | +0.20% | +38.39% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.02% | +0.05% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.46% | — | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.11% | +32.94% | |
| 16 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.42% | +0.10% | — | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.39% | -0.02% | +363.05% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.39% | -0.03% | -4.39% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.32% | -0.01% | -1.09% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | +0.12% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.29% | — | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.28% | +0.01% | +1.16% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | -0.03% | -2.03% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | -0.02% | -2.46% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.02% | -2.66% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.25% | -0.04% | -12.55% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.24% | — | -12.46% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | -0.01% | -4.69% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.23% | -0.02% | -9.66% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.20% | NEW | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +0.19% | NEW | |
| 33 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.19% | +0.19% | NEW | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.19% | NEW | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.18% | — | +4.37% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.17% | +0.17% | NEW | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.15% | NEW |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+21.8%
- Stdev
- +10%
- Beta
- +0.68
- Alpha
- +6.7%
- Max Drawdown
- -5.2%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.99
- Stutzer
- +0.56
- Treynor
- +0.29
- Sterling
- +1.39
- Calmar
- +4.05
- Information Ratio
- +0.11
- Tracking Error
- +5.9%
- Stdev Down
- +4.9%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +28.9%
- Worst 12 Months
- +19.1%
- Efficiency Ratio
- +0.7
- Sharpe
- +1.98
- Stdev Sectors
- +34%
- Skewness
- -0.44
- Kurtosis
- +0.71
- Upside Potential
- +5.21
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Lwm Advisors Inc's most significant position changes for 2026-06-30: New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: Advanced Micro Devices (AMD); New buy: Dire Dai Tec Bull 3x Etf-usd (TECL); New buy: Ss Technology Select Sector (XLK); New buy: Ishares Semiconductor ETF (SOXX).
Filing History
FAQ
What is Lwm Advisors Inc and what type of investor is it?
Lwm Advisors Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $134.1M, spread across 37 disclosed positions.
What are Lwm Advisors Inc's largest equity positions?
Based on the latest 13F filing, Lwm Advisors Inc's top holdings by market value are:
1. Ishares Russell 1000 Value E (IWD) — $30.9M (23.1%)
2. Ishares Russell 1000 Growth (IWF) — $26.0M (19.4%)
3. Ishares Msci Eafe ETF (EFA) — $14.5M (10.8%)
4. Ishares 1-3 Year Treasury Bo (SHY) — $10.0M (7.5%)
5. Ishares Russell 2000 Growth (IWO) — $9.1M (6.8%)
What changes did Lwm Advisors Inc make in its most recent portfolio filing?
In the latest reported quarter, Lwm Advisors Inc made 33 notable position adjustments: 6 new positions were initiated, 13 existing holdings were added to, 14 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: Advanced Micro Devices (AMD); New buy: Dire Dai Tec Bull 3x Etf-usd (TECL); New buy: Ss Technology Select Sector (XLK); New buy: Ishares Semiconductor ETF (SOXX)
What sectors does Lwm Advisors Inc focus on?
Lwm Advisors Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 81.4%
• Health Care: 10.0%
• Communication Services: 8.5%
Investment Profile
Lwm Advisors Inc returned an annualized 21.1% over the trailing 18 months — outperforming the S&P 500 by 6.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.68 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 81.4% of the portfolio concentrated in Information Technology.
It has added to its IWD position for two straight quarters, increasing it by $6.2M to reach $30.9M.
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Developer Access
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