Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LWM ADVISORS INC (CIK 2067328) reported $134.1M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWD ($30.9M, 23.05%), IWF ($26.0M, 19.42%), EFA ($14.5M, 10.83%), SHY ($10.0M, 7.46%), IWO ($9.1M, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $30.9M | 23.05% | 127,487 | Added |
| 2 | IWF | ISHARES TR | $26.0M | 19.42% | 209,701 | Added |
| 3 | EFA | ISHARES TR | $14.5M | 10.83% | 139,800 | Trimmed |
| 4 | SHY | ISHARES TR | $10.0M | 7.46% | 0 | Added |
| 5 | IWO | ISHARES TR | $9.1M | 6.80% | 23,160 | Trimmed |
| 6 | IWN | ISHARES TR | $8.5M | 6.35% | 38,500 | Trimmed |
| 7 | EEM | ISHARES TR | $6.9M | 5.13% | 100,573 | Trimmed |
| 8 | IWS | ISHARES TR | $5.2M | 3.86% | 31,446 | Trimmed |
| 9 | IWP | ISHARES TR | $4.6M | 3.44% | 31,550 | Added |
| 10 | LQD | ISHARES TR | $3.9M | 2.93% | 0 | Added |
| 11 | IEF | ISHARES TR | $3.2M | 2.36% | 0 | Added |
| 12 | IEFA | ISHARES TR | $1.3M | 0.96% | 13,362 | Added |
| 13 | AAPL | APPLE INC | $1.1M | 0.85% | 3,948 | Added |
| 14 | DSI | ISHARES TR | $619,681 | 0.46% | 4,352 | Hold |
| 15 | IEMG | ISHARES INC | $595,143 | 0.44% | 7,184 | Added |
| 16 | XNTK | SPDR SERIES TRUST | $560,192 | 0.42% | 1,434 | Hold |
| 17 | MGK | VANGUARD WORLD FD | $521,042 | 0.39% | 5,927 | Added |
| 18 | MGV | VANGUARD WORLD FD | $519,771 | 0.39% | 3,180 | Trimmed |
| 19 | ACWI | ISHARES TR | $427,429 | 0.32% | 2,723 | Trimmed |
| 20 | SCHV | SCHWAB STRATEGIC TR | $401,310 | 0.30% | 11,529 | Added |
| 21 | ESML | ISHARES TR | $382,226 | 0.29% | 6,834 | Hold |
| 22 | VOE | VANGUARD INDEX FDS | $371,178 | 0.28% | 1,878 | Trimmed |
| 23 | VOT | VANGUARD INDEX FDS | $375,061 | 0.28% | 1,224 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $366,671 | 0.27% | 1,509 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $350,539 | 0.26% | 476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30