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CIK: 0002067328
Total reported value
$134.1M
$134.1M
29 檔
53.3%
According to the latest 13F quarterly dataset, Lwm Advisors Inc managed an equity portfolio of $134.1M at the end of Q2 2025, spanning 29 distinct U.S. exchange-listed positions.
During Q2 2025, Lwm Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.36% | -0.17% | -0.37% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 20.99% | +0.28% | -1.17% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.31% | -1.02% | +0.35% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.14% | -0.23% | +2.95% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.01% | +0.47% | -1.31% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.50% | -0.03% | -1.04% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.02% | +0.01% | +0.01% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.30% | -0.01% | -0.23% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.08% | -0.28% | -0.03% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.37% | -0.28% | +1.57% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.59% | -0.09% | +1.48% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.03% | -0.02% | -0.15% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.49% | — | — | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | -0.02% | — | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.42% | -0.03% | — | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | -0.01% | — | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.33% | +0.10% | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.32% | +0.01% | — | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | — | +0.06% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | -0.03% | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.04% | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.29% | -0.01% | +0.01% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.02% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.02% | — | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.26% | — | — | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | -0.02% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.22% | — | — |
According to official SEC Form 13F filings, Lwm Advisors Inc reported a total U.S. public equity portfolio value of $134.1M across 29 disclosed positions in Q2 2025.
During Q2 2025, Lwm Advisors Inc's top holdings by market value included IWD (21.4%)、IWF (21.0%)、EFA (12.3%). The largest single position, IWD, represented 21.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, EFA) accounted for 53.3% of total reported equity market value during Q2 2025.
In Q2 2025, Lwm Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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.
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