LWM Advisors Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), LWM Advisors Inc. reported 29 stock positions worth $113.7 million. Its top holding was iShares Russell 1000 Value E (IWD) at 21.7% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 20.7%) and iShares MSCI Eafe ETF (EFA, 12.0%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 12 and reduced 4. The biggest buy was iShares Russell 1000 Value E (IWD, shares +1%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −1%).

Most Recent 13F
Q2 2026
Location
El Dorado Hills, CA
CIK
0002067328
Portfolio Value
$113.7M (Q4 2025)
SEC Filing
0002085853-26-000024 ↗ filed Jan 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $99.6M Q4 2024 Q1 2025: $83.1M Q1 2025 Q2 2025: $89.3M Q2 2025 Q3 2025: $111.3M Q3 2025 Q4 2025: $113.7M $113.7M Q4 2025 Q1 2026: $115.3M Q1 2026 Q2 2026: $117.0M Q2 2026

Holdings 29 stocks · $113.7M
IWD iShares Russell 1000 Value E 21.73% 117,480 $24.7M Add +1.3%
IWF iShares Russell 1000 Growth 20.70% 49,730 $23.5M Reduce -1.1%
EFA iShares MSCI Eafe ETF 12.02% 142,369 $13.7M Reduce -0.4%
SHY iShares 1-3 Year Treasury Bo 7.77% 106,668 $8.8M Add +1.3%
IWO iShares Russell 2000 Growth 6.41% 22,554 $7.3M Add +1.5%
IWN iShares Russell 2000 Value E 6.08% 38,159 $6.9M Add +2.0%
EEM iShares MSCI Emerging Market 5.12% 106,320 $5.8M Reduce -1.1%
IWS iShares Russell Mid-Cap Valu 4.24% 34,154 $4.8M Add +3.0%
IWP iShares Russell Mid-Cap Grow 3.95% 32,816 $4.5M Add +2.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 3.19% 32,884 $3.6M Add +0.4%
IEF iShares 7-10 Year Treasury B 2.47% 29,153 $2.8M Add +0.8%
AAPL Apple Inc. 0.94% 3,945 $1.1M Reduce -8.1%
DSI iShares ESG MSCI KLD 400 ETF 0.49% 4,352 $561K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.46% 1,279 $528K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.41% 3,306 $467K No change
XNTK SS SPDR Nyse Tech ETF 0.35% 1,434 $398K No change
ACWI iShares MSCI Acwi ETF 0.34% 2,753 $390K No change
QQQ Invesco QQQ Trust Series 1 0.31% 577 $354K Add +12.0%
SCHV Schwab US Large-Cap Value 0.30% 11,509 $341K Add +0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.30% 1,899 $337K Add +0.1%
VEU Vanguard Ftse All-World Ex-U 0.29% 4,517 $332K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.29% 1,182 $330K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.29% 1,544 $327K No change
SCHG Schwab US Large-Cap Growth 0.28% 9,788 $319K Add +0.0%
ESML iShares ESG Aware MSCI USA S 0.28% 6,834 $314K No change
IEFA iShares Core MSCI Eafe ETF 0.25% 3,210 $287K New
NVDA Nvidia Corp. 0.25% 1,538 $287K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.25% 942 $285K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.23% 3,588 $261K No change

Portfolio Sells Q3 2025 → Q4 2025
IWF iShares Russell 1000 Growth Reduce -1.1% 20.70% −0.46
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.20
EEM iShares MSCI Emerging Market Reduce -1.1% 5.12% −0.04
AAPL Apple Inc. Reduce -8.1% 0.94% −0.04
EFA iShares MSCI Eafe ETF Reduce -0.4% 12.02% +0.04

Portfolio Buys Q3 2025 → Q4 2025
IWD iShares Russell 1000 Value E Add +1.3% 21.73% +0.52
IEFA iShares Core MSCI Eafe ETF New 0.25% +0.25
IWN iShares Russell 2000 Value E Add +2.0% 6.08% +0.14
IWS iShares Russell Mid-Cap Valu Add +3.0% 4.24% +0.08
QQQ Invesco QQQ Trust Series 1 Add +12.0% 0.31% +0.03
IWO iShares Russell 2000 Growth Add +1.5% 6.41% +0.02
SCHG Schwab US Large-Cap Growth Add +0.0% 0.28% +0.00
SCHV Schwab US Large-Cap Value Add +0.1% 0.30% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.1% 0.30% −0.00
IEF iShares 7-10 Year Treasury B Add +0.8% 2.47% −0.04
SHY iShares 1-3 Year Treasury Bo Add +1.3% 7.77% −0.08
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.4% 3.19% −0.09
IWP iShares Russell Mid-Cap Grow Add +2.9% 3.95% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 34$117.0MIWD, IWF, EFA, IWO, IWN
Q1 2026 31$115.3MIWD, IWF, EFA, SHY, IWN
Q4 2025 29$113.7MIWD, IWF, EFA, SHY, IWO
Q3 2025 29$111.3MIWD, IWF, EFA, SHY, IWO
Q2 2025 26$89.3MIWD, IWF, EFA, IWO, IWN
Q1 2025 25$83.1MIWD, IWF, EFA, IWO, IWN
Q4 2024 25$99.6MIWD, IWF, EFA, SHY, IWO