Lwm Advisors
$134M 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lwm Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWD | ISHARES TR | 127,487 | $31M | 23.0% |
| IWF | ISHARES TR | 209,701 | $26M | 19.4% |
| EFA | ISHARES TR | 139,800 | $15M | 10.8% |
| SHY | ISHARES TR | 121,914 | $10M | 7.5% |
| IWO | ISHARES TR | 23,160 | $9M | 6.8% |
| IWN | ISHARES TR | 38,500 | $9M | 6.4% |
| EEM | ISHARES TR | 100,573 | $7M | 5.1% |
| IWS | ISHARES TR | 31,446 | $5M | 3.9% |
| IWP | ISHARES TR | 31,550 | $5M | 3.4% |
| LQD | ISHARES TR | 36,000 | $4M | 2.9% |
Track Lwm Advisors's 13F portfolio: $134M in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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