In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), LWM Advisors Inc. reported 26 stock positions worth $89.3 million . Its top holding was iShares Russell 1000 Value E (IWD) at 24.9% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 24.4% ) and iShares MSCI Eafe ETF (EFA, 14.3% ). Compared with Q1 2025, it opened 1 new position, added to 4 and reduced 7. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale iShares Russell 1000 Value E (IWD, shares −0% ).
Location El Dorado Hills, CA
CIK 0002067328
Portfolio Value $89.3M (Q2 2025) Holdings 26 stocks · $89.3M 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 Q1 2025 IWD iShares Russell 1000 Value E 114,359 $22.2M Reduce -0.4% IWF iShares Russell 1000 Growth 51,404 $21.8M Reduce -1.2% EFA iShares MSCI Eafe ETF 143,148 $12.8M Add +0.3% IWO iShares Russell 2000 Growth 21,860 $6.2M Reduce -1.3% IWN iShares Russell 2000 Value E 36,227 $5.7M Reduce -1.0% EEM iShares MSCI Emerging Market 108,110 $5.2M Add +0.0% IWP iShares Russell Mid-Cap Grow 32,272 $4.5M Reduce -0.2% IWS iShares Russell Mid-Cap Valu 32,126 $4.2M Reduce -0.0% AAPL Apple Inc. 5,195 $1.1M Reduce -0.1% DSI iShares ESG MSCI KLD 400 ETF 4,425 $514K No change MGK Vngrd Mrgstr MG CP GR ETF-Ui 1,284 $470K No change MGV Vngrd Mrgstr MG CP VL ETF-Ui 3,306 $434K No change ACWI iShares MSCI Acwi ETF 2,753 $354K No change XNTK SS SPDR Nyse Tech ETF 1,434 $340K No change VOT Vngrd Mrngstr MC GRW ETF-Usd 1,184 $337K No change SCHV Schwab US Large-Cap Value 12,017 $333K Add +0.1% VOE Vngrd Mrngstr MD-Cap Val ETF 1,896 $312K No change VEU Vanguard Ftse All-World Ex-U 4,523 $304K No change SCHG Schwab US Large-Cap Growth 10,363 $303K Add +0.0% VBR Vngrd Mrngst SL-CP Val ETF-U 1,545 $301K No change QQQ Invesco QQQ Trust Series 1 515 $284K No change ESML iShares ESG Aware MSCI USA S 6,490 $268K No change VBK Van Morst SML-Cap Gro-Usd Inc. 942 $261K No change NVDA Nvidia Corp. 1,543 $244K New VOO Vanguard S&P 500 ETF 402 $228K No change EMXC iShares MSCI Emr MRK Ex Chna 3,588 $227K No change
Other holdings (3): bonds, preferreds, convertibles and warrants · $14.7M (not counted above) Security Class Shares / Principal Value Change SHY iShares 1-3 Year Treasury Bo 1 3 YR TREAS BD · principal 102,102 $8.5M Add +3.0% LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF · principal 31,988 $3.5M Add +1.6% IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal 28,125 $2.7M Add +1.5%
Total filed on the 13F, all lines: $104.0M.
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ IWD iShares Russell 1000 Value E Reduce -0.4% 24.87% −0.68 IWN iShares Russell 2000 Value E Reduce -1.0% 6.40% −0.17 IWS iShares Russell Mid-Cap Valu Reduce -0.0% 4.75% −0.12 AAPL Apple Inc. Reduce -0.1% 1.19% −0.05 IWO iShares Russell 2000 Growth Reduce -1.3% 7.00% +0.02 IWP iShares Russell Mid-Cap Grow Reduce -0.2% 5.01% +0.09 IWF iShares Russell 1000 Growth Reduce -1.2% 24.44% +0.99
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ NVDA Nvidia Corp. New 0.27% +0.27 SCHG Schwab US Large-Cap Growth Add +0.0% 0.34% +0.02 EEM iShares MSCI Emerging Market Add +0.0% 5.84% −0.00 SCHV Schwab US Large-Cap Value Add +0.1% 0.37% −0.01 EFA iShares MSCI Eafe ETF Add +0.3% 14.33% −0.43
Notes & Other Activity Q1 2025 → Q2 2025 Security Class Change vs Q1 2025 Shares / Principal Value ▼ SHY iShares 1-3 Year Treasury Bo 1 3 YR TREAS BD · principal Add +3.0% 102,102 $8.5M LQD Ishr Ibx Usd Invgd CB ETF-Ui IBOXX INV CP ETF · principal Add +1.6% 31,988 $3.5M IEF iShares 7-10 Year Treasury B 7-10 YR TRSY BD · principal Add +1.5% 28,125 $2.7M
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