Lwm Advisors Inc Top Holdings and 13F Report (2026) About Lwm Advisors IncInvestment ActivityLwm Advisors Inc has $134.11 million in total holdings as of June 30, 2026.Lwm Advisors Inc owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.21% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Lwm Advisors Inc has purchased 31 new stocks and bought additional shares in 13 stocks.Lwm Advisors Inc sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $30,906,714iShares Russell 1000 Growth ETF $26,038,587iShares MSCI EAFE ETF $14,522,423iShares 1-3 Year Treasury Bond ETF $10,010,394iShares Russell 2000 Growth ETF $9,124,310 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $272,693 Holding007903107 - Advanced Micro Devices $259,667 Holding25459W102 - Direxion Daily Technology Bull 3X Shares $253,836 Holding81369Y803 - Technology Select Sector SPDR Fund $251,316 Holding464287523 - iShares Semiconductor ETF $231,064 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 157,961 shares (about $19.61M)iShares 1-3 Year Treasury Bond ETF 14,601 shares (about $1.20M)iShares Russell 1000 Value ETF 2,193 shares (about $531.65K)Vanguard Mega Cap Growth ETF 4,647 shares (about $408.52K)iShares 7-10 Year Treasury Bond ETF 3,835 shares (about $362.68K) Largest Sales this Quarter iShares MSCI Emerging Markets ETF 3,297 shares (about $225.55K)iShares Russell Mid-Cap Value ETF 1,277 shares (about $210.19K)iShares MSCI EAFE ETF 870 shares (about $90.38K)iShares Russell 2000 Value ETF 281 shares (about $62.16K)Vanguard FTSE All-World ex-US ETF 567 shares (about $47.49K) 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$30,906,714$531,650 â–²1.8%127,48723.0%ETFIWFiShares Russell 1000 Growth ETF$26,038,587$19,614,028 â–²305.3%209,70119.4%ETFEFAiShares MSCI EAFE ETF$14,522,423$90,376 â–¼-0.6%139,80010.8%FinanceSHYiShares 1-3 Year Treasury Bond ETF$10,010,394$1,198,892 â–²13.6%121,9147.5%ManufacturingIWOiShares Russell 2000 Growth ETF$9,124,310$39,397 â–¼-0.4%23,1606.8%ETFIWNiShares Russell 2000 Value ETF$8,516,237$62,157 â–¼-0.7%38,5006.4%ETFEEMiShares MSCI Emerging Markets ETF$6,880,197$225,548 â–¼-3.2%100,5735.1%FinanceIWSiShares Russell Mid-Cap Value ETF$5,176,013$210,194 â–¼-3.9%31,4463.9%ETFIWPiShares Russell Mid-Cap Growth ETF$4,619,296$80,673 â–²1.8%31,5503.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,926,527$224,139 â–²6.1%36,0002.9%FinanceIEFiShares 7-10 Year Treasury Bond ETF$3,159,681$362,676 â–²13.0%33,4112.4%ETFIEFAiShares Core MSCI EAFE ETF$1,290,526$358,029 â–²38.4%13,3621.0%ETFAAPLApple$1,142,220$579 â–²0.1%3,9480.9%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$619,6810.0%4,3520.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$595,143$147,460 â–²32.9%7,1840.4%ETFXNTKSPDR NYSE Technology ETF$560,1920.0%1,4340.4%ETFMGKVanguard Mega Cap Growth ETF$521,042$408,517 â–²363.0%5,9270.4%ETFMGVVanguard Mega Cap Value ETF$519,771$23,864 â–¼-4.4%3,1800.4%ETFACWIiShares MSCI ACWI ETF$427,429$4,709 â–¼-1.1%2,7230.3%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$401,310$487 â–²0.1%11,5290.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$382,2260.0%6,8340.3%ETFVOTVanguard Mid-Cap Growth ETF$375,061$4,290 â–²1.2%1,2240.3%ETFVOEVanguard Mid-Cap Value ETF$371,178$7,708 â–¼-2.0%1,8780.3%ETFVBRVanguard Small-Cap Value ETF$366,671$9,234 â–¼-2.5%1,5090.3%ETFQQQInvesco QQQ$350,539$9,574 â–¼-2.7%4760.3%FinanceVEUVanguard FTSE All-World ex-US ETF$330,815$47,487 â–¼-12.6%3,9500.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$321,324$45,728 â–¼-12.5%3,1410.2%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$315,762$15,533 â–¼-4.7%9,3310.2%ETFVBKVanguard Small-Cap Growth ETF$311,211$33,279 â–¼-9.7%8510.2%ETFNVDANVIDIA$307,7780.0%1,5380.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$272,693$272,693 â–²New Holding5710.2%Computer and TechnologyAMDAdvanced Micro Devices$259,667$259,667 â–²New Holding4470.2%Computer and TechnologyTECLDirexion Daily Technology Bull 3X Shares$253,836$253,836 â–²New Holding1,1000.2%ETFXLKTechnology Select Sector SPDR Fund$251,316$251,316 â–²New Holding1,3190.2%ETFCAHCardinal Health$244,162$10,213 â–²4.4%1,0280.2%MedicalSOXXiShares Semiconductor ETF$231,064$231,064 â–²New Holding3610.2%ETFGOOGLAlphabet$207,632$207,632 â–²New Holding5810.2%Computer and TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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