account_balance

Investment manager · 13F filer · SEC CIK 2067328

LWM Advisors Inc

Reported value$132Mas of Sep 30, 2026
Positions38 3 new, 2 sold out
Top 10 weight88.8%IWD alone is 23%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWD iShares Tr 23.5% Held
IWF iShares Tr 19.7% Held
EFA iShares Tr 11.0% Held
SHY iShares Tr 7.4% Held
IWO iShares Tr 6.2% Held
IWN iShares Tr 6.0% Held
EEM iShares Tr 5.1% Held
IWS iShares Tr 3.8% Held
IWP iShares Tr 3.4% Added +4%
LQD iShares Tr 2.7% Held
IEF iShares Tr 2.2% Trimmed −3%
IEFA iShares Tr 1.0% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • SCHF $300K
  • IVV $203K
  • VOO $202K
arrow_upwardAdded
  • SCHV +69%
  • VEU +5%
  • MGK +4%
  • MGV +4%
arrow_downwardTrimmed
  • IEF −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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