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CIK: 0002067328
Total reported value
$134.1M
$134.1M
31 檔
58.7%
As reported in its official Q1 2026 Form 13F filing, Lwm Advisors Inc's tracked investment portfolio stood at $134.1M with 31 total positions.
In Q1 2026, Lwm Advisors Inc displayed an active expansion posture, initiating 2 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, EFA) accounted for 58.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 23.22% | -0.17% | +6.65% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 19.14% | +0.28% | +4.04% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 11.85% | -1.02% | -1.19% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.69% | -0.23% | +0.60% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.38% | -0.03% | +1.63% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.33% | +0.47% | +3.13% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.12% | +0.01% | -2.30% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.14% | -0.28% | -4.19% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.45% | -0.01% | -5.54% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.21% | -0.28% | +3.23% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.45% | -0.09% | +1.45% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.87% | -0.02% | +0.03% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | +0.20% | +200.78% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.46% | — | — | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.42% | -0.03% | +0.60% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.41% | -0.02% | +0.08% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | -0.01% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.11% | — | |
| 19 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.32% | +0.10% | — | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.31% | -0.03% | +0.95% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | +0.05% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.04% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.02% | +0.19% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.28% | — | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.27% | +0.01% | +2.37% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.25% | -0.01% | +0.02% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | -0.02% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.02% | -15.25% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.24% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | — | — | |
| 31 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.18% | — | — |
According to official SEC Form 13F filings, Lwm Advisors Inc reported a total U.S. public equity portfolio value of $134.1M across 31 disclosed positions in Q1 2026.
During Q1 2026, Lwm Advisors Inc's top holdings by market value included IWD (23.2%)、IWF (19.1%)、EFA (11.8%). The largest single position, IWD, represented 23.2% of total portfolio value.
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Top New Position Initiated
IEMG
市值: $376.9K
Top Position Liquidated / Trimmed
EFA
前期市值: $13.7M
In Q1 2026, Lwm Advisors Inc made 23 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 5 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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