LA

Lwm Advisors INC

Sector-focusedMomentum followerLong-term holder

Total reported value

$115.3M

Reporting period: 2026-03-31 · Number of holdings: 34

LWM ADVISORS INC disclosed 34 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $115.3M and a quarterly turnover rate of 5.6%.

Personality snowflake

Concentration
50.42
Portfolio Stability
5.57
Momentum/Contrarian
100
Sector conviction
100
Diversification
62
Sizing Uniformity
82.67

Recent moves

  • Trim IWF

    +4.0%　-$1.5M

  • Add IWD

    +6.7%　$2.1M

  • Add IEFA

    +200.8%　$586.9K

  • Trim IWP

    -5.5%　-$522.2K

  • Add IWN

    +1.6%　$437.8K

  • Trim EFA

    -1.2%　-$8.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 31 holdings (of 34 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IWDIshares Russell 1000 Value EETF-Other23.22%+1.49%+6.65%
2IWFIshares Russell 1000 GrowthETF-Other19.14%-1.56%+4.04%
3EFAIshares Msci Eafe ETFETF-Other11.85%-0.17%-1.19%
4SHYIshares 1-3 Year Treasury BoETF-Gov Bonds7.69%-0.08%+0.60%
5IWNIshares Russell 2000 Value EETF-Small Cap6.38%+0.30%+1.63%
6IWOIshares Russell 2000 GrowthETF-Small Cap6.33%-0.08%+3.13%
7EEMIshares Msci Emerging MarketETF-Emerging Markets5.12%—-2.30%
8IWSIshares Russell Mid-cap ValuETF-Other4.14%-0.10%-4.19%
9IWPIshares Russell Mid-cap GrowETF-Other3.45%-0.50%-5.54%
10LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds3.21%+0.02%+3.23%
11IEFIshares 7-10 Year Treasury BETF-Gov Bonds2.45%-0.02%+1.45%
12AAPLApple INCStock-Tech0.87%-0.07%+0.03%
13IEFAIshares Core Msci Eafe ETFETF-Other0.76%+0.51%+200.78%
14DSIIshares Esg Msci Kld 400 ETFETF-Other0.46%-0.03%—
15MGVVanguard Mega Cap Value ETFETF-Other0.42%+0.01%+0.60%
16MGKVanguard Mega Cap Growth ETFETF-Other0.41%-0.05%+0.08%
17ACWIIshares Msci Acwi ETFETF-Other0.33%-0.01%—
18IEMGIshares Core Msci EmergingETF-Emerging Markets0.33%+0.33%NEW
19XNTKSs Spdr Nyse Tech ETFETF-Tech0.32%-0.03%—
20VOEVanguard Mid-cap Value ETFETF-Other0.31%+0.01%+0.95%
21SCHVSchwab US Large-cap ValueETF-Other0.30%—+0.05%
22VEUVanguard Ftse All-world Ex-uETF-Other0.29%——
23VBRVanguard Small-cap Value ETFETF-Other0.29%—+0.19%
24ESMLIshares Esg Aware Msci USA SETF-Other0.28%——
25VOTVanguard Mid-cap Growth ETFETF-Other0.27%-0.02%+2.37%
26SCHGSchwab US Large-cap GrowthETF-Other0.25%-0.03%+0.02%
27VBKVanguard Small-cap Grwth ETFETF-Other0.25%——
28QQQInvesco Qqq Trust Series 1ETF-Tech0.24%-0.07%-15.25%
29EMXCIshares Msci Emr Mrk Ex ChnaETF-Other0.24%+0.01%—
30NVDANvidia CORPStock-Tech0.23%-0.02%—
31CAHCardinal Health INCStock-Healthcare0.18%+0.18%NEW

Holding changes this quarter

Lwm Advisors INC's most significant position changes for 2026-03-31: New buy: Ishares Core Msci Emerging (IEMG); New buy: Cardinal Health INC (CAH); Add: Ishares Russell 1000 Growth (IWF) — shares +4.04%; Add: Ishares Russell 1000 Value E (IWD) — shares +6.65%; Add: Ishares Core Msci Eafe ETF (IEFA) — shares +200.78%.

Position changes disclosed by Lwm Advisors INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IWDIshares Russell 1000 Value E+1.5%+6.65%Add
2IEFAIshares Core Msci Eafe ETF+0.5%+200.78%Add
3IWNIshares Russell 2000 Value E+0.3%+1.63%Add
4LQDIshr Ibx Usd Invgd Cb Etf-ui0%+3.23%Add
5EMXCIshares Msci Emr Mrk Ex Chna0%—Unchanged
6VOEVanguard Mid-cap Value ETF0%+0.95%Add
7MGVVanguard Mega Cap Value ETF0%+0.60%Add
8EEMIshares Msci Emerging Market—-2.30%Trim
9SCHVSchwab US Large-cap Value—+0.05%Add
10VBRVanguard Small-cap Value ETF—+0.19%Add
11ESMLIshares Esg Aware Msci USA S——Unchanged
12VEUVanguard Ftse All-world Ex-u——Unchanged
13VBKVanguard Small-cap Grwth ETF——Unchanged
14ACWIIshares Msci Acwi ETF0%—Unchanged
15IEFIshares 7-10 Year Treasury B0%+1.45%Add
16NVDANvidia CORP0%—Unchanged
17VOTVanguard Mid-cap Growth ETF0%+2.37%Add
18SCHGSchwab US Large-cap Growth0%+0.02%Add
19DSIIshares Esg Msci Kld 400 ETF0%—Unchanged
20XNTKSs Spdr Nyse Tech ETF0%—Unchanged
21MGKVanguard Mega Cap Growth ETF-0.1%+0.08%Add
22QQQInvesco Qqq Trust Series 1-0.1%-15.25%Trim
23AAPLApple INC-0.1%+0.03%Add
24SHYIshares 1-3 Year Treasury Bo-0.1%+0.60%Add
25IWOIshares Russell 2000 Growth-0.1%+3.13%Add
26IWSIshares Russell Mid-cap Valu-0.1%-4.19%Trim
27EFAIshares Msci Eafe ETF-0.2%-1.19%Trim
28IWPIshares Russell Mid-cap Grow-0.5%-5.54%Trim
29IWFIshares Russell 1000 Growth-1.6%+4.04%Add
30IEMGIshares Core Msci Emerging—NEWNew buy
31CAHCardinal Health INC—NEWNew buy

FAQ

What is Lwm Advisors INC and what type of investor is it?
Lwm Advisors INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $115.3M, spread across 34 disclosed positions.
What are Lwm Advisors INC's largest equity positions?
Based on the latest 13F filing, Lwm Advisors INC's top holdings by market value are: 1. Ishares Russell 1000 Value E (IWD) — $26.8M (23.2%) 2. Ishares Russell 1000 Growth (IWF) — $22.1M (19.1%) 3. Ishares Msci Eafe ETF (EFA) — $13.7M (11.8%) 4. Ishares 1-3 Year Treasury Bo (SHY) — $8.9M (7.7%) 5. Ishares Russell 2000 Value E (IWN) — $7.4M (6.4%)
What changes did Lwm Advisors INC make in its most recent portfolio filing?
In the latest reported quarter, Lwm Advisors INC made 23 notable position adjustments: 2 new positions were initiated, 16 existing holdings were added to, 5 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Core Msci Emerging (IEMG); New buy: Cardinal Health INC (CAH); Add: Ishares Russell 1000 Growth (IWF) — shares +4.04%; Add: Ishares Russell 1000 Value E (IWD) — shares +6.65%; Add: Ishares Core Msci Eafe ETF (IEFA) — shares +200.78%
What sectors does Lwm Advisors INC focus on?
Lwm Advisors INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 85.9% • Health Care: 14.1%