LWM Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), LWM Advisors Inc. reported 34 stock positions worth $117.0 million. Its top holding was iShares Russell 1000 Value E (IWD) at 26.4% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 22.3%) and iShares MSCI Eafe ETF (EFA, 12.4%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 9 and reduced 15. The biggest buy was iShares Russell 1000 Value E (IWD, shares +2%) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- El Dorado Hills, CA
- CIK
- 0002067328
- Portfolio Value
- $117.0M (Q2 2026)
- SEC Filing
- 0002085853-26-000680 ↗ filed Jul 9, 2026
Holdings Value
Holdings 34 stocks · $117.0M
| IWD iShares Russell 1000 Value E | 26.41% | 127,487 | $30.9M | Add +1.8% |
| IWF iShares Russell 1000 Growth | 22.25% | 209,701 | $26.0M | Add +1.3% |
| EFA iShares MSCI Eafe ETF | 12.41% | 139,800 | $14.5M | Reduce -0.6% |
| IWO iShares Russell 2000 Growth | 7.80% | 23,160 | $9.1M | Reduce -0.4% |
| IWN iShares Russell 2000 Value E | 7.28% | 38,500 | $8.5M | Reduce -0.7% |
| EEM iShares MSCI Emerging Market | 5.88% | 100,573 | $6.9M | Reduce -3.2% |
| IWS iShares Russell Mid-Cap Valu | 4.42% | 31,446 | $5.2M | Reduce -3.9% |
| IWP iShares Russell Mid-Cap Grow | 3.95% | 31,550 | $4.6M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.10% | 13,362 | $1.3M | Add +38.4% |
| AAPL Apple Inc. | 0.98% | 3,948 | $1.1M | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.53% | 4,352 | $620K | No change |
| IEMG iShares Core MSCI Emerging | 0.51% | 7,184 | $595K | Add +32.9% |
| XNTK SS SPDR Nyse Tech ETF | 0.48% | 1,434 | $560K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.45% | 5,927 | $521K | Reduce -7.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.44% | 3,180 | $520K | Reduce -4.4% |
| ACWI iShares MSCI Acwi ETF | 0.37% | 2,723 | $427K | Reduce -1.1% |
| SCHV Schwab US Large-Cap Value | 0.34% | 11,529 | $401K | Add +0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 6,834 | $382K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.32% | 1,224 | $375K | Add +1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 1,878 | $371K | Reduce -2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 1,509 | $367K | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 476 | $351K | Reduce -2.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.28% | 3,950 | $331K | Reduce -12.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.27% | 3,141 | $321K | Reduce -12.5% |
| SCHG Schwab US Large-Cap Growth | 0.27% | 9,331 | $316K | Reduce -4.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 851 | $311K | Reduce -9.7% |
| NVDA Nvidia Corp. | 0.26% | 1,538 | $308K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 571 | $273K | New |
| AMD Advanced Micro Devices | 0.22% | 447 | $260K | New |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.22% | 1,100 | $254K | New |
| XLK SS Technology Select Sector | 0.21% | 1,319 | $251K | New |
| CAH Cardinal Health Inc. | 0.21% | 1,028 | $244K | Add +4.4% |
| SOXX iShares Semiconductor ETF | 0.20% | 361 | $231K | New |
| GOOGL Alphabet Inc. Class A | 0.18% | 581 | $208K | New |
Other holdings (3): bonds, preferreds, convertibles and warrants · $17.1M (not counted above)
Total filed on the 13F, all lines: $134.1M.
Portfolio Sells Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −7.69 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −3.21 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −2.45 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -12.6% | 0.28% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.0% | 0.32% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -9.7% | 0.27% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.5% | 0.31% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.7% | 0.27% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -4.4% | 0.44% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -12.5% | 0.27% | +0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.1% | 0.37% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -7.4% | 0.45% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 0.30% | +0.05 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.9% | 4.42% | +0.29 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 12.41% | +0.56 |
| EEM iShares MSCI Emerging Market | Reduce -3.2% | 5.88% | +0.76 |
| IWN iShares Russell 2000 Value E | Reduce -0.7% | 7.28% | +0.90 |
| IWO iShares Russell 2000 Growth | Reduce -0.4% | 7.80% | +1.47 |
Portfolio Buys Q1 2026 → Q2 2026
| IWD iShares Russell 1000 Value E | Add +1.8% | 26.41% | +3.19 |
| IWF iShares Russell 1000 Growth | Add +1.3% | 22.25% | +3.11 |
| IWP iShares Russell Mid-Cap Grow | Add +1.8% | 3.95% | +0.50 |
| IEFA iShares Core MSCI Eafe ETF | Add +38.4% | 1.10% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.23% | +0.23 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | New | 0.22% | +0.22 |
| XLK SS Technology Select Sector | New | 0.21% | +0.21 |
| SOXX iShares Semiconductor ETF | New | 0.20% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +32.9% | 0.51% | +0.18 |
| GOOGL Alphabet Inc. Class A | New | 0.18% | +0.18 |
| AAPL Apple Inc. | Add +0.1% | 0.98% | +0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.2% | 0.32% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.34% | +0.04 |
| CAH Cardinal Health Inc. | Add +4.4% | 0.21% | +0.03 |
Notes & Other Activity Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | New | 121,914 | $10.0M |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | New | 36,000 | $3.9M |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | New | 33,411 | $3.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $117.0M | IWD, IWF, EFA, IWO, IWN |
| Q1 2026 | 31 | $115.3M | IWD, IWF, EFA, SHY, IWN |
| Q4 2025 | 29 | $113.7M | IWD, IWF, EFA, SHY, IWO |
| Q3 2025 | 29 | $111.3M | IWD, IWF, EFA, SHY, IWO |
| Q2 2025 | 26 | $89.3M | IWD, IWF, EFA, IWO, IWN |
| Q1 2025 | 25 | $83.1M | IWD, IWF, EFA, IWO, IWN |
| Q4 2024 | 25 | $99.6M | IWD, IWF, EFA, SHY, IWO |