Lwm Advisors Inc Top Holdings and 13F Report (2025) About Lwm Advisors IncInvestment ActivityLwm Advisors Inc has $97.27 million in total holdings as of March 31, 2025.Lwm Advisors Inc owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, Lwm Advisors Inc has purchased 25 new stocks and bought additional shares in 10 stocks.Lwm Advisors Inc sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $21,240,227iShares Russell 1000 Growth ETF $19,491,305iShares MSCI EAFE ETF $12,263,627iShares 1-3 Year Treasury Bond ETF $8,180,896iShares Russell 2000 Growth ETF $5,796,080 Largest New Holdings this Quarter 808524409 - Schwab U.S. Large-Cap Value ETF $314,534 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $268,985 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $208,463 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Value ETF 12,010 shares (about $314.53K)Schwab U.S. Large-Cap Growth ETF 10,362 shares (about $268.99K)iShares MSCI Emerging Markets ex China ETF 3,588 shares (about $208.46K)Vanguard Mid-Cap Value ETF 424 shares (about $67.51K)iShares Russell 2000 Value ETF 430 shares (about $64.17K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 2,175 shares (about $815.09K)iShares Russell 1000 Value ETF 3,627 shares (about $671.18K)iShares 1-3 Year Treasury Bond ETF 5,358 shares (about $441.98K)iShares MSCI EAFE ETF 2,239 shares (about $192.49K)iShares iBoxx $ Investment Grade Corporate Bond ETF 1,329 shares (about $141.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLwm Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWDiShares Russell 1000 Value ETF$21,240,227$671,176 ▼-3.1%114,78121.8%ETFIWFiShares Russell 1000 Growth ETF$19,491,305$815,089 ▼-4.0%52,01120.0%ETFEFAiShares MSCI EAFE ETF$12,263,627$192,487 ▼-1.5%142,65012.6%FinanceSHYiShares 1-3 Year Treasury Bond ETF$8,180,896$441,983 ▼-5.1%99,1748.4%ManufacturingIWOiShares Russell 2000 Growth ETF$5,796,080$20,672 ▲0.4%22,1506.0%ETFIWNiShares Russell 2000 Value ETF$5,463,554$64,174 ▲1.2%36,6095.6%ETFEEMiShares MSCI Emerging Markets ETF$4,854,724$57,215 ▲1.2%108,0995.0%FinanceIWPiShares Russell Mid-Cap Growth ETF$4,090,420$15,048 ▼-0.4%32,3484.2%ETFIWSiShares Russell Mid-Cap Value ETF$4,051,191$22,691 ▲0.6%32,1374.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,357,345$141,684 ▼-4.0%31,4923.5%FinanceIEFiShares 7-10 Year Treasury Bond ETF$2,614,818$98,407 ▼-3.6%27,7142.7%ETFAAPLApple$1,033,030$7,346 ▼-0.7%5,2031.1%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$464,6690.0%4,4250.5%ETFMGKVanguard Mega Cap Growth ETF$415,105$36,209 ▼-8.0%1,2840.4%ETFMGVVanguard Mega Cap Value ETF$411,498$15,559 ▼-3.6%3,3060.4%ETFACWIiShares MSCI ACWI ETF$327,9650.0%2,7530.3%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$314,534$314,534 ▲New Holding12,0100.3%ETFVOTVanguard Mid-Cap Growth ETF$303,269$50,972 ▲20.2%1,1840.3%ETFVOEVanguard Mid-Cap Value ETF$301,902$67,514 ▲28.8%1,8960.3%ETFXNTKSPDR NYSE Technology ETF$293,6230.0%1,4340.3%ETFVBRVanguard Small-Cap Value ETF$286,969$46,435 ▲19.3%1,5450.3%ETFVEUVanguard FTSE All-World ex-US ETF$286,848$507 ▼-0.2%4,5230.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$268,985$268,985 ▲New Holding10,3620.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$251,5520.0%6,4900.3%ETFQQQInvesco QQQ$251,304$38,550 ▲18.1%5150.3%FinanceVBKVanguard Small-Cap Growth ETF$241,915$34,669 ▲16.7%9420.2%ETFVOOVanguard S&P 500 ETF$208,514$8,299 ▲4.1%4020.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$208,463$208,463 ▲New Holding3,5880.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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