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CIK: 0002067328
Total reported value
$132.5M
$132.5M
37 檔
68.4%
During the Q2 2026 filing period, Lwm Advisors Inc (CIK: 0002067328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $132.5M across 37 reported positions.
In Q2 2026, Lwm Advisors Inc displayed an active expansion posture, initiating 6 new positions and adding to 13 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 | 23.05% | +0.43% | +1.75% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 19.42% | +0.31% | +305.30% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.83% | +0.15% | -0.62% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.46% | -0.08% | +13.61% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 6.80% | -0.64% | -0.43% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 6.35% | -0.36% | -0.72% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.13% | -0.06% | -3.17% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.86% | -0.03% | -3.90% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.44% | -0.03% | +1.78% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.93% | -0.20% | +6.05% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.36% | -0.17% | +12.97% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | +0.04% | +38.39% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.14% | +0.05% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.46% | +0.02% | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.01% | +32.94% | |
| 16 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.42% | -0.01% | — | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.39% | +0.04% | +363.05% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.39% | +0.01% | -4.39% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.32% | +0.01% | -1.09% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | +0.19% | +0.12% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.29% | -0.01% | — | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.28% | — | +1.16% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | +0.01% | -2.03% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | — | -2.46% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.01% | -2.66% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.25% | +0.01% | -12.55% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.24% | -0.01% | -12.46% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | +0.02% | -4.69% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.23% | — | -9.66% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.04% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | — | — | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +0.02% | — | |
| 33 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.19% | -0.19% | EXIT | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.01% | — | |
| 35 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.18% | -0.01% | +4.37% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.17% | -0.02% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.15% | EXIT |
According to official SEC Form 13F filings, Lwm Advisors Inc reported a total U.S. public equity portfolio value of $132.5M across 37 disclosed positions in Q2 2026.
During Q2 2026, Lwm Advisors Inc's top holdings by market value included IWD (23.1%)、IWF (19.4%)、EFA (10.8%). The largest single position, IWD, represented 23.1% 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 68.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
TSM
市值: $272.7K
Top Position Liquidated / Trimmed
EFA
前期市值: $13.7M
In Q2 2026, Lwm Advisors Inc made 33 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 14 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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