LWM Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 13, 2025), LWM Advisors Inc. reported 25 stock positions worth $99.6 million. Its top holding was iShares Russell 1000 Value E (IWD) at 22.0% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 21.8%) and iShares MSCI Eafe ETF (EFA, 11.0%).
- Most Recent 13F
- Q2 2026
- Location
- El Dorado Hills, CA
- CIK
- 0002067328
- Portfolio Value
- $99.6M (Q4 2024)
- SEC Filing
- 0001667731-25-000618 ↗ filed May 13, 2025
Holdings Value
Holdings 25 stocks · $99.6M
| IWD iShares Russell 1000 Value E | 22.00% | 118,408 | $21.9M | — |
| IWF iShares Russell 1000 Growth | 21.84% | 54,186 | $21.8M | — |
| EFA iShares MSCI Eafe ETF | 11.00% | 144,889 | $11.0M | — |
| SHY iShares 1-3 Year Treasury Bo | 8.60% | 104,532 | $8.6M | — |
| IWO iShares Russell 2000 Growth | 6.38% | 22,071 | $6.4M | — |
| IWN iShares Russell 2000 Value E | 5.96% | 36,179 | $5.9M | — |
| EEM iShares MSCI Emerging Market | 4.48% | 106,825 | $4.5M | — |
| IWS iShares Russell Mid-Cap Valu | 4.15% | 31,957 | $4.1M | — |
| IWP iShares Russell Mid-Cap Grow | 4.13% | 32,467 | $4.1M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.52% | 32,821 | $3.5M | — |
| IEF iShares 7-10 Year Treasury B | 2.67% | 28,757 | $2.7M | — |
| AAPL Apple Inc. | 1.32% | 5,240 | $1.3M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.49% | 4,425 | $488K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.48% | 1,396 | $479K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.43% | 3,431 | $429K | — |
| ACWI iShares MSCI Acwi ETF | 0.32% | 2,753 | $323K | — |
| XNTK SS SPDR Nyse Tech ETF | 0.29% | 1,434 | $289K | — |
| ESML iShares ESG Aware MSCI USA S | 0.27% | 6,490 | $273K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 4,531 | $260K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 1,295 | $257K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 985 | $250K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 1,472 | $238K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 807 | $226K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 436 | $223K | — |
| VOO Vanguard S&P 500 ETF | 0.21% | 386 | $208K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |