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CIK: 0002067328
Total reported value
$134.1M
$134.1M
29 檔
56.9%
In Q3 2025, Lwm Advisors Inc's U.S. equity holdings reached a combined market value of $134.1M, distributed across 29 disclosed stock positions.
During Q3 2025, Lwm Advisors Inc performed routine portfolio adjustments (1 new buys, 10 additions, 12 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, EFA) accounted for 56.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.21% | -0.17% | +1.41% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 21.16% | +0.28% | -2.14% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 11.98% | -1.02% | -0.17% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.85% | -0.23% | +3.12% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.39% | +0.47% | +1.62% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.94% | -0.03% | +3.24% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.16% | +0.01% | -0.55% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.16% | -0.28% | +3.21% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.08% | -0.01% | -1.16% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.28% | -0.28% | +2.37% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.51% | -0.09% | +2.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.98% | -0.02% | -17.38% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.49% | — | -1.65% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.46% | -0.02% | -0.39% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.41% | -0.03% | — | |
| 16 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.35% | +0.10% | — | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | -0.01% | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.31% | +0.01% | -0.17% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | -4.29% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | -0.03% | +0.05% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.04% | -0.13% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.02% | -0.06% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | -0.01% | -5.56% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.02% | — | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.28% | — | +5.30% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | — | -0.32% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | -0.02% | — | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.22% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | -10.95% |
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 Q3 2025.
During Q3 2025, Lwm Advisors Inc's top holdings by market value included IWD (21.2%)、IWF (21.2%)、EFA (12.0%). The largest single position, IWD, represented 21.2% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $287.0K
Top Position Liquidated / Trimmed
IWF
前期市值: $19.5M
In Q3 2025, Lwm Advisors Inc made 23 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 12 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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