LWM ADVISORS INC
CIK 2067328 · Holdings on Dec 31, 2025 · First reported Jan 9, 2026
Top ten holdings
Q4 2025- IWD21.73%
- IWF20.70%
- EFA12.02%
- SHY7.77%
- IWO6.41%
- IWN6.08%
- EEM5.12%
- IWS4.24%
- IWP3.95%
- LQD3.19%
Share classes counted separately91.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWDWeight increased · +0.52 pp21.21% → 21.73%Shares +1.50K (+1.30%)
- IWFWeight decreased · -0.46 pp21.16% → 20.70%Shares -573 (-1.14%)
- IWNWeight increased · +0.14 pp5.94% → 6.08%Shares +759 (+2.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $24.71M | 21.73% | 117.48K shares | 21.21% → 21.73%+0.52 pp +1.50K (+1.30%) | Added | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $23.54M | 20.70% | 49.73K shares | 21.16% → 20.70%-0.46 pp -573 (-1.14%) | Reduced | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $13.67M | 12.02% | 142.37K shares | 11.98% → 12.02%+0.04 pp -532 (-0.37%) | Reduced | ↗▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $8.83M | 7.77% | 106.67K shares | 7.85% → 7.77%-0.08 pp +1.38K (+1.31%) | Added | ↗▾ |
| 05 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $7.29M | 6.41% | 22.55K shares | 6.39% → 6.41%+0.02 pp +339 (+1.53%) | Added | ↗▾ |
| 06 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $6.91M | 6.08% | 38.16K shares | 5.94% → 6.08%+0.14 pp +759 (+2.03%) | Added | ↗▾ |
| 07 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $5.82M | 5.12% | 106.32K shares | 5.16% → 5.12%-0.04 pp -1.20K (-1.11%) | Reduced | ↗▾ |
| 08 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $4.82M | 4.24% | 34.15K shares | 4.16% → 4.24%+0.08 pp +997 (+3.01%) | Added | ↗▾ |
| 09 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $4.49M | 3.95% | 32.82K shares | 4.08% → 3.95%-0.13 pp +918 (+2.88%) | Added | ↗▾ |
| 10 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $3.62M | 3.19% | 32.88K shares | 3.28% → 3.19%-0.09 pp +137 (+0.42%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | Non-derivative | -358 | -$218.95K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2067328 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113699107
}Take these holdings further.
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