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CIK: 0002067328
Total reported value
$134.1M
$134.1M
29 檔
58.2%
According to the latest 13F quarterly dataset, Lwm Advisors Inc managed an equity portfolio of $134.1M at the end of Q4 2025, spanning 29 distinct U.S. exchange-listed positions.
In Q4 2025, Lwm Advisors Inc displayed an active expansion posture, initiating 1 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.73% | -0.17% | +1.30% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 20.70% | +0.28% | -1.14% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.02% | -1.02% | -0.37% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.77% | -0.23% | +1.31% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.41% | +0.47% | +1.53% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.08% | -0.03% | +2.03% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.12% | +0.01% | -1.11% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.24% | -0.28% | +3.01% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.95% | -0.01% | +2.88% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.19% | -0.28% | +0.42% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.47% | -0.09% | +0.76% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.02% | -8.08% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.49% | — | — | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.46% | -0.02% | — | |
| 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.02% | +12.04% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | +0.07% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | -0.03% | +0.11% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.04% | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.29% | +0.01% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.02% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | -0.01% | +0.01% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.28% | — | — | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | +0.20% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | — | — | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | -0.02% | — | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.23% | — | — |
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 Q4 2025.
During Q4 2025, Lwm Advisors Inc's top holdings by market value included IWD (21.7%)、IWF (20.7%)、EFA (12.0%). The largest single position, IWD, represented 21.7% 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.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, EFA) accounted for 58.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEFA
市值: $287.2K
Top Position Liquidated / Trimmed
VOO
前期市值: $219.0K
In Q4 2025, Lwm Advisors Inc made 18 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 4 holdings, and fully liquidating 1 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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