Lwm Advisors Inc Top Holdings and 13F Report (2025) About Lwm Advisors IncInvestment ActivityLwm Advisors Inc has $111.33 million in total holdings as of September 30, 2025.Lwm Advisors Inc owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Lwm Advisors Inc has purchased 29 new stocks and bought additional shares in 9 stocks.Lwm Advisors Inc sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $23,611,351iShares Russell 1000 Growth ETF $23,562,622iShares MSCI EAFE ETF $13,342,670iShares 1-3 Year Treasury Bond ETF $8,734,978iShares Russell 2000 Growth ETF $7,109,798 Largest Purchases this Quarter iShares Russell 1000 Value ETF 1,616 shares (about $329.00K)iShares 1-3 Year Treasury Bond ETF 3,189 shares (about $264.56K)iShares Russell 2000 Value ETF 1,173 shares (about $207.40K)iShares Russell Mid-Cap Value ETF 1,031 shares (about $144.00K)iShares Russell 2000 Growth ETF 355 shares (about $113.62K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 1,101 shares (about $515.72K)Apple 903 shares (about $229.99K)iShares Russell Mid-Cap Growth ETF 374 shares (about $53.26K)iShares MSCI Emerging Markets ETF 594 shares (about $31.72K)Vanguard S&P 500 ETF 44 shares (about $26.91K) 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$23,611,351$329,001 ▲1.4%115,97521.2%ETFIWFiShares Russell 1000 Growth ETF$23,562,622$515,724 ▼-2.1%50,30321.2%ETFEFAiShares MSCI EAFE ETF$13,342,670$23,062 ▼-0.2%142,90112.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$8,734,978$264,561 ▲3.1%105,2917.8%ManufacturingIWOiShares Russell 2000 Growth ETF$7,109,798$113,616 ▲1.6%22,2156.4%ETFIWNiShares Russell 2000 Value ETF$6,612,739$207,400 ▲3.2%37,4005.9%ETFEEMiShares MSCI Emerging Markets ETF$5,741,355$31,720 ▼-0.5%107,5165.2%FinanceIWSiShares Russell Mid-Cap Value ETF$4,631,036$144,000 ▲3.2%33,1574.2%ETFIWPiShares Russell Mid-Cap Growth ETF$4,542,603$53,261 ▼-1.2%31,8984.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,650,289$84,605 ▲2.4%32,7473.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$2,790,782$77,843 ▲2.9%28,9322.5%ETFAAPLApple$1,093,155$229,990 ▼-17.4%4,2921.0%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$548,134$9,194 ▼-1.6%4,3520.5%ETFMGKVanguard Mega Cap Growth ETF$514,695$2,012 ▼-0.4%1,2790.5%ETFMGVVanguard Mega Cap Value ETF$455,3680.0%3,3060.4%ETFXNTKSPDR NYSE Technology ETF$390,3770.0%1,4340.4%ETFACWIiShares MSCI ACWI ETF$380,5750.0%2,7530.3%ManufacturingVOTVanguard Mid-Cap Growth ETF$347,197$587 ▼-0.2%1,1820.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$334,793$15,021 ▼-4.3%11,5010.3%ETFVOEVanguard Mid-Cap Value ETF$331,160$175 ▲0.1%1,8970.3%ETFVEUVanguard FTSE All-World ex-US ETF$322,377$428 ▼-0.1%4,5170.3%ETFVBRVanguard Small-Cap Value ETF$322,249$209 ▼-0.1%1,5440.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$312,301$18,380 ▼-5.6%9,7870.3%ETFQQQInvesco QQQ$309,1900.0%5150.3%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$308,076$15,507 ▲5.3%6,8340.3%ETFNVDANVIDIA$286,965$933 ▼-0.3%1,5380.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$280,3570.0%9420.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$242,2260.0%3,5880.2%ManufacturingVOOVanguard S&P 500 ETF$218,953$26,910 ▼-10.9%3580.2%ETFShowing 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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