Q3 2026 13F · SEC CIK 2067328

Lwm Advisors Inc

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.2M
Reported positions: 38
Holdings vs S&P 500, 3 yrs: —
Assets under management: $172.2M

Lwm Advisors Inc is a wealth manager that reported 38 positions worth $116.2M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Ishares Tr (IWD, 26.8%), Ishares Tr (IWF, 22.5%), Ishares Tr (EFA, 12.5%).

Lwm Advisors Inc holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lwm Advisors Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWDIshares Tr	26.8%	26.4%	125,487	-1.6%	$31.1M
IWFIshares Tr	22.5%	22.3%	208,660	-0.5%	$26.1M
EFAIshares Tr	12.5%	12.4%	140,023	+0.2%	$14.5M
IWOIshares Tr	7.0%	7.8%	22,868	-1.3%	$8.2M
IWNIshares Tr	6.8%	7.3%	37,856	-1.7%	$7.9M
EEMIshares Tr	5.8%	5.9%	100,482	-0.1%	$6.7M
IWSIshares Tr	4.4%	4.4%	31,544	+0.3%	$5.1M
IWPIshares Tr	3.9%	3.9%	32,814	+4.0%	$4.5M
IEFAIshares Tr	1.1%	1.1%	13,693	+2.5%	$1.3M
AAPLApple Inc	1.1%	1.0%	3,949	+0.0%	$1.3M
SCHVSchwab Strategic Tr	0.6%	0.3%	19,454	+68.7%	$648K
DSIIshares Tr	0.5%	0.5%	4,352	+0.0%	$636K
IEMGIshares Inc	0.5%	0.5%	7,354	+2.4%	$597K
MGKVanguard World Fd	0.5%	0.4%	6,192	+4.5%	$574K
XNTKSpdr Series Trust	0.5%	0.5%	1,434	+0.0%	$548K
MGVVanguard World Fd	0.5%	0.4%	3,319	+4.4%	$535K
ACWIIshares Tr	0.4%	0.4%	2,723	+0.0%	$432K
VOEVanguard Index Fds	0.3%	0.3%	1,932	+2.9%	$378K
VOTVanguard Index Fds	0.3%	0.3%	1,273	+4.0%	$372K
ESMLIshares Tr	0.3%	0.3%	6,834	+0.0%	$355K
VBRVanguard Index Fds	0.3%	0.3%	1,532	+1.5%	$354K
QQQInvesco Qqq Tr	0.3%	0.3%	476	+0.0%	$352K
NVDANvidia Corporation	0.3%	0.3%	1,538	+0.0%	$351K
VEUVanguard Intl Equity Index F	0.3%	0.3%	4,130	+4.6%	$343K
SCHGSchwab Strategic Tr	0.3%	0.3%	9,482	+1.6%	$341K
EMXCIshares Inc	0.3%	0.3%	3,141	+0.0%	$311K
SCHFSchwab Strategic Tr	0.3%	New	10,908	—	$300K
VBKVanguard Index Fds	0.3%	0.3%	885	+4.0%	$299K
AMDAdvanced Micro Devices Inc	0.2%	0.2%	447	+0.0%	$273K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	571	+0.0%	$260K
XLKSelect Sector Spdr Tr	0.2%	0.2%	1,320	+0.1%	$258K
CAHCardinal Health Inc	0.2%	0.2%	1,030	+0.2%	$229K
SOXXIshares Tr	0.2%	0.2%	361	+0.0%	$205K
IVVIshares Tr	0.2%	New	265	—	$203K
VOOVanguard Index Fds	0.2%	New	288	—	$202K
IEFIshares Tr	0.0%	New	131	—	$12K
LQDIshares Tr	0.0%	New	92	—	$9K
SHYIshares Tr	0.0%	New	22	—	$2K

What Lwm Advisors Inc bought and sold in Q3 2026, against Q2 2026.

New positions

SCHF Schwab Strategic Tr0.3% of 13F
IVV Ishares Tr0.2% of 13F
VOO Vanguard Index Fds0.2% of 13F
IEF Ishares Tr0.0% of 13F
LQD Ishares Tr0.0% of 13F
SHY Ishares Tr0.0% of 13F

Added to

SCHV Schwab Strategic Tr+68.7% shares

Reduced

No position shrank by more than 5%.

Sold out

TECL Direxion Shares ETF Trustwas 0.2%
GOOGL Alphabet Incwas 0.2%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$116.2M	38
Q2 2026	$117.0M	34
Q1 2026	$115.3M	31
Q4 2025	$113.7M	29
Q3 2025	$111.3M	29
Q2 2025	$89.3M	26
Q1 2025	$83.1M	25
Q4 2024	$99.6M	25

Questions about Lwm Advisors Inc's portfolio

What stocks does Lwm Advisors Inc own?

Lwm Advisors Inc's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 38 positions worth $116.2M. The largest are Ishares Tr (IWD) at 26.8%, Ishares Tr (IWF) at 22.5%, Ishares Tr (EFA) at 12.5%, Ishares Tr (IWO) at 7.0% and Ishares Tr (IWN) at 6.8%.

What did Lwm Advisors Inc buy last quarter?

In Q3 2026, Lwm Advisors Inc added a new position in Schwab Strategic Tr (SCHF), a new position in Ishares Tr (IVV), a new position in Vanguard Index Fds (VOO), a new position in Ishares Tr (IEF), a new position in Ishares Tr (LQD) and Schwab Strategic Tr (SCHV) (+68.7% shares), compared with its Q2 2026 filing.

What did Lwm Advisors Inc sell last quarter?

In Q3 2026, Lwm Advisors Inc sold all of Direxion Shares ETF Trust (TECL) and sold all of Alphabet Inc (GOOGL), compared with its Q2 2026 filing.

When is Lwm Advisors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lwm Advisors Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lwm Advisors Inc manage?

Lwm Advisors Inc reported $172.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $116.2M.