LWM Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 6, 2025), LWM Advisors Inc. reported 29 stock positions worth $111.3 million. Its top holding was iShares Russell 1000 Value E (IWD) at 21.2% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 21.2%) and iShares MSCI Eafe ETF (EFA, 12.0%). Compared with Q2 2025, it opened 3 new positions, added to 6 and reduced 14. The biggest buy was a new position in iShares 1-3 Year Treasury Bo (SHY) and the biggest sale iShares Russell 1000 Growth (IWF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- El Dorado Hills, CA
- CIK
- 0002067328
- Portfolio Value
- $111.3M (Q3 2025)
- SEC Filing
- 0002085853-25-000014 ↗ filed Oct 6, 2025
Holdings Value
Holdings 29 stocks · $111.3M
| IWD iShares Russell 1000 Value E | 21.21% | 115,975 | $23.6M | Add +1.4% |
| IWF iShares Russell 1000 Growth | 21.16% | 50,303 | $23.6M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 11.98% | 142,901 | $13.3M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 7.85% | 105,291 | $8.7M | New |
| IWO iShares Russell 2000 Growth | 6.39% | 22,215 | $7.1M | Add +1.6% |
| IWN iShares Russell 2000 Value E | 5.94% | 37,400 | $6.6M | Add +3.2% |
| EEM iShares MSCI Emerging Market | 5.16% | 107,516 | $5.7M | Reduce -0.6% |
| IWS iShares Russell Mid-Cap Valu | 4.16% | 33,157 | $4.6M | Add +3.2% |
| IWP iShares Russell Mid-Cap Grow | 4.08% | 31,898 | $4.5M | Reduce -1.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.28% | 32,747 | $3.7M | New |
| IEF iShares 7-10 Year Treasury B | 2.51% | 28,932 | $2.8M | New |
| AAPL Apple Inc. | 0.98% | 4,292 | $1.1M | Reduce -17.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.49% | 4,352 | $548K | Reduce -1.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.46% | 1,279 | $515K | Reduce -0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.41% | 3,306 | $455K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.35% | 1,434 | $390K | No change |
| ACWI iShares MSCI Acwi ETF | 0.34% | 2,753 | $381K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 1,182 | $347K | Reduce -0.2% |
| SCHV Schwab US Large-Cap Value | 0.30% | 11,501 | $335K | Reduce -4.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 1,897 | $331K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 4,517 | $322K | Reduce -0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 1,544 | $322K | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 0.28% | 9,787 | $312K | Reduce -5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 515 | $309K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.28% | 6,834 | $308K | Add +5.3% |
| NVDA Nvidia Corp. | 0.26% | 1,538 | $287K | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 942 | $280K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 3,588 | $242K | No change |
| VOO Vanguard S&P 500 ETF | 0.20% | 358 | $219K | Reduce -10.9% |
Portfolio Sells Q2 2025 → Q3 2025
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 21.16% | −3.27 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 11.98% | −2.34 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.2% | 4.08% | −0.93 |
| EEM iShares MSCI Emerging Market | Reduce -0.6% | 5.16% | −0.68 |
| AAPL Apple Inc. | Reduce -17.4% | 0.98% | −0.21 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.6% | 0.49% | −0.08 |
| SCHV Schwab US Large-Cap Value | Reduce -4.3% | 0.30% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.2% | 0.31% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.4% | 0.46% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -10.9% | 0.20% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.6% | 0.28% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.29% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 0.29% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.26% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SHY iShares 1-3 Year Treasury Bo | New | 7.85% | +7.85 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 3.28% | +3.28 |
| IEF iShares 7-10 Year Treasury B | New | 2.51% | +2.51 |
| ESML iShares ESG Aware MSCI USA S | Add +5.3% | 0.28% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.1% | 0.30% | −0.05 |
| IWN iShares Russell 2000 Value E | Add +3.2% | 5.94% | −0.46 |
| IWS iShares Russell Mid-Cap Valu | Add +3.2% | 4.16% | −0.59 |
| IWO iShares Russell 2000 Growth | Add +1.6% | 6.39% | −0.61 |
| IWD iShares Russell 1000 Value E | Add +1.4% | 21.21% | −3.66 |
Notes & Other Activity Q2 2025 → Q3 2025
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | Sold out | 102,102 | $8.5Mbefore exit |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF · principal | Sold out | 31,988 | $3.5Mbefore exit |
| IEF iShares 7-10 Year Treasury B | 7-10 YR TRSY BD · principal | Sold out | 28,125 | $2.7Mbefore exit |
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 |