In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), LWM Advisors Inc. reported 25 stock positions worth $83.1 million . Its top holding was iShares Russell 1000 Value E (IWD) at 25.6% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 23.4% ) and iShares MSCI Eafe ETF (EFA, 14.8% ). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 10 and reduced 8. The biggest buy was iShares MSCI Emerging Market (EEM, shares +1% ) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
Location El Dorado Hills, CA
CIK 0002067328
Portfolio Value $83.1M (Q1 2025) Holdings 25 stocks · $83.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 IWD iShares Russell 1000 Value E 114,781 $21.2M Reduce -3.1% IWF iShares Russell 1000 Growth 52,011 $19.5M Reduce -4.0% EFA iShares MSCI Eafe ETF 142,650 $12.3M Reduce -1.6% IWO iShares Russell 2000 Growth 22,150 $5.8M Add +0.4% IWN iShares Russell 2000 Value E 36,609 $5.5M Add +1.2% EEM iShares MSCI Emerging Market 108,099 $4.9M Add +1.2% IWP iShares Russell Mid-Cap Grow 32,348 $4.1M Reduce -0.4% IWS iShares Russell Mid-Cap Valu 32,137 $4.1M Add +0.6% AAPL Apple Inc. 5,203 $1.0M Reduce -0.7% DSI iShares ESG MSCI KLD 400 ETF 4,425 $465K No change MGK Vngrd Mrgstr MG CP GR ETF-Ui 1,284 $415K Reduce -8.0% MGV Vngrd Mrgstr MG CP VL ETF-Ui 3,306 $411K Reduce -3.6% ACWI iShares MSCI Acwi ETF 2,753 $328K No change SCHV Schwab US Large-Cap Value 12,010 $315K New VOT Vngrd Mrngstr MC GRW ETF-Usd 1,184 $303K Add +20.2% VOE Vngrd Mrngstr MD-Cap Val ETF 1,896 $302K Add +28.8% XNTK SS SPDR Nyse Tech ETF 1,434 $294K No change VBR Vngrd Mrngst SL-CP Val ETF-U 1,545 $287K Add +19.3% VEU Vanguard Ftse All-World Ex-U 4,523 $287K Reduce -0.2% SCHG Schwab US Large-Cap Growth 10,362 $269K New ESML iShares ESG Aware MSCI USA S 6,490 $252K No change QQQ Invesco QQQ Trust Series 1 515 $251K Add +18.1% VBK Van Morst SML-Cap Gro-Usd Inc. 942 $242K Add +16.7% VOO Vanguard S&P 500 ETF 402 $209K Add +4.2% EMXC iShares MSCI Emr MRK Ex Chna 3,588 $208K New
Other holdings (3): bonds, preferreds, convertibles and warrants · $14.2M (not counted above) Security Class Shares / Principal Value Change SHY iShares 1-3 Year Treasury Bo 1 3 YR TREAS BD · principal 99,174 $8.2M New LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF · principal 31,492 $3.4M New IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal 27,714 $2.6M New
Total filed on the 13F, all lines: $97.3M.
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −8.60 LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −3.52 IEF iShares 7-10 Year Treasury B Sold out 0.00% −2.67 AAPL Apple Inc. Reduce -0.7% 1.24% −0.07 MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -8.0% 0.50% +0.02 MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -3.6% 0.50% +0.06 VEU Vanguard Ftse All-World Ex-U Reduce -0.2% 0.35% +0.08 IWP iShares Russell Mid-Cap Grow Reduce -0.4% 4.92% +0.79 IWF iShares Russell 1000 Growth Reduce -4.0% 23.45% +1.61 IWD iShares Russell 1000 Value E Reduce -3.1% 25.55% +3.55 EFA iShares MSCI Eafe ETF Reduce -1.6% 14.75% +3.76
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ EEM iShares MSCI Emerging Market Add +1.2% 5.84% +1.36 IWS iShares Russell Mid-Cap Valu Add +0.6% 4.87% +0.73 IWN iShares Russell 2000 Value E Add +1.2% 6.57% +0.61 IWO iShares Russell 2000 Growth Add +0.4% 6.97% +0.60 SCHV Schwab US Large-Cap Value New 0.38% +0.38 SCHG Schwab US Large-Cap Growth New 0.32% +0.32 EMXC iShares MSCI Emr MRK Ex Chna New 0.25% +0.25 VOE Vngrd Mrngstr MD-Cap Val ETF Add +28.8% 0.36% +0.12 VOT Vngrd Mrngstr MC GRW ETF-Usd Add +20.2% 0.36% +0.11 VBR Vngrd Mrngst SL-CP Val ETF-U Add +19.3% 0.35% +0.09 QQQ Invesco QQQ Trust Series 1 Add +18.1% 0.30% +0.08 VBK Van Morst SML-Cap Gro-Usd Inc. Add +16.7% 0.29% +0.06 VOO Vanguard S&P 500 ETF Add +4.2% 0.25% +0.04
Notes & Other Activity Q4 2024 → Q1 2025 Security Class Change vs Q4 2024 Shares / Principal Value ▼ SHY iShares 1-3 Year Treasury Bo 1 3 YR TREAS BD · principal New 99,174 $8.2M LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF · principal New 31,492 $3.4M IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal New 27,714 $2.6M
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