LWM ADVISORS INC
CIK 2067328 · Holdings on Mar 31, 2026 · First reported Apr 13, 2026
Top ten holdings
Q1 2026- IWD23.22%
- IWF19.14%
- EFA11.85%
- SHY7.69%
- IWN6.38%
- IWO6.33%
- EEM5.12%
- IWS4.14%
- IWP3.45%
- LQD3.21%
Share classes counted separately90.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight decreased · -1.56 pp20.70% → 19.14%Shares +2.01K (+4.04%)
- IWDWeight increased · +1.49 pp21.73% → 23.22%Shares +7.81K (+6.65%)
- IEFAWeight increased · +0.51 pp0.25% → 0.76%Shares +6.45K (+200.78%)
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 30
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 | $26.77M | 23.22% | 125.29K shares | 21.73% → 23.22%+1.49 pp +7.81K (+6.65%) | Added | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $22.06M | 19.14% | 51.74K shares | 20.70% → 19.14%-1.56 pp +2.01K (+4.04%) | Added | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $13.66M | 11.85% | 140.67K shares | 12.02% → 11.85%-0.17 pp -1.70K (-1.19%) | Reduced | ↗▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $8.86M | 7.69% | 107.31K shares | 7.77% → 7.69%-0.08 pp +645 (+0.60%) | Added | ↗▾ |
| 05 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $7.35M | 6.38% | 38.78K shares | 6.08% → 6.38%+0.30 pp +622 (+1.63%) | Added | ↗▾ |
| 06 | IWOISHARES RUSSELL 2000 GROWTHRUS 2000 GRW ETF View history and evidence | $7.30M | 6.33% | 23.26K shares | 6.41% → 6.33%-0.08 pp +706 (+3.13%) | Added | ↗▾ |
| 07 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $5.90M | 5.12% | 103.87K shares | 5.12% → 5.12%+0.00 pp -2.45K (-2.30%) | Reduced | ↗▾ |
| 08 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $4.77M | 4.14% | 32.72K shares | 4.24% → 4.14%-0.10 pp -1.43K (-4.19%) | Reduced | ↗▾ |
| 09 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $3.97M | 3.45% | 31.00K shares | 3.95% → 3.45%-0.50 pp -1.82K (-5.54%) | Reduced | ↗▾ |
| 10 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $3.70M | 3.21% | 33.95K shares | 3.19% → 3.21%+0.02 pp +1.06K (+3.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2067328 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 115274292
}Research all 31 reported holdings.
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