13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002067328
Total reported value
$134.1M
$134.1M
28 檔
49.9%
At the close of Q1 2025, Lwm Advisors Inc disclosed equity holdings valued at approximately $134.1M, spread across 28 reported holdings.
In Q1 2025, Lwm Advisors Inc displayed an active expansion posture, initiating 3 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, EFA) accounted for 49.9% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.84% | -0.17% | -3.06% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 20.04% | +0.28% | -4.01% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.61% | -1.02% | -1.55% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.41% | -0.23% | -5.13% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.96% | +0.47% | +0.36% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.62% | -0.03% | +1.19% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.99% | +0.01% | +1.19% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.21% | -0.01% | -0.37% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.16% | -0.28% | +0.56% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.45% | -0.28% | -4.05% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.69% | -0.09% | -3.63% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.06% | -0.02% | -0.71% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.48% | — | — | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.43% | -0.02% | -8.02% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.42% | -0.03% | -3.64% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | -0.01% | — | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | — | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.31% | +0.01% | +20.20% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.31% | -0.03% | +28.80% | |
| 20 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.30% | +0.10% | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.30% | -0.02% | +19.30% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.04% | -0.18% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | -0.01% | — | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.26% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.02% | +18.12% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | -0.02% | +16.73% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | +4.15% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.21% | — | — |
According to official SEC Form 13F filings, Lwm Advisors Inc reported a total U.S. public equity portfolio value of $134.1M across 28 disclosed positions in Q1 2025.
During Q1 2025, Lwm Advisors Inc's top holdings by market value included IWD (21.8%)、IWF (20.0%)、EFA (12.6%). The largest single position, IWD, represented 21.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCHV
市值: $314.5K
Top Position Liquidated / Trimmed
IWD
前期市值: $21.9M
In Q1 2025, Lwm Advisors Inc made 24 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.