LWM Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), LWM Advisors Inc. reported 31 stock positions worth $115.3 million. Its top holding was iShares Russell 1000 Value E (IWD) at 23.2% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 19.1%) and iShares MSCI Eafe ETF (EFA, 11.9%). Compared with Q4 2025, it opened 2 new positions, added to 16 and reduced 5. The biggest buy was iShares Russell 1000 Value E (IWD, shares +7%) and the biggest sale iShares Russell Mid-Cap Grow (IWP, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- El Dorado Hills, CA
- CIK
- 0002067328
- Portfolio Value
- $115.3M (Q1 2026)
- SEC Filing
- 0002085853-26-000343 ↗ filed Apr 13, 2026
Holdings Value
Holdings 31 stocks · $115.3M
| IWD iShares Russell 1000 Value E | 23.22% | 125,294 | $26.8M | Add +6.7% |
| IWF iShares Russell 1000 Growth | 19.14% | 51,740 | $22.1M | Add +4.0% |
| EFA iShares MSCI Eafe ETF | 11.85% | 140,670 | $13.7M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 7.69% | 107,313 | $8.9M | Add +0.6% |
| IWN iShares Russell 2000 Value E | 6.38% | 38,781 | $7.4M | Add +1.6% |
| IWO iShares Russell 2000 Growth | 6.33% | 23,260 | $7.3M | Add +3.1% |
| EEM iShares MSCI Emerging Market | 5.12% | 103,870 | $5.9M | Reduce -2.3% |
| IWS iShares Russell Mid-Cap Valu | 4.14% | 32,723 | $4.8M | Reduce -4.2% |
| IWP iShares Russell Mid-Cap Grow | 3.45% | 30,999 | $4.0M | Reduce -5.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.21% | 33,945 | $3.7M | Add +3.2% |
| IEF iShares 7-10 Year Treasury B | 2.45% | 29,576 | $2.8M | Add +1.4% |
| AAPL Apple Inc. | 0.87% | 3,946 | $1.0M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.76% | 9,655 | $874K | Add +200.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.46% | 4,352 | $527K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.42% | 3,326 | $482K | Add +0.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.41% | 1,280 | $470K | Add +0.1% |
| ACWI iShares MSCI Acwi ETF | 0.33% | 2,753 | $381K | No change |
| IEMG iShares Core MSCI Emerging | 0.33% | 5,404 | $377K | New |
| XNTK SS SPDR Nyse Tech ETF | 0.32% | 1,434 | $366K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 1,917 | $353K | Add +0.9% |
| SCHV Schwab US Large-Cap Value | 0.30% | 11,515 | $351K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 4,517 | $339K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 1,547 | $336K | Add +0.2% |
| ESML iShares ESG Aware MSCI USA S | 0.28% | 6,834 | $321K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 1,210 | $311K | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 9,790 | $285K | Add +0.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 942 | $285K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 489 | $282K | Reduce -15.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 3,588 | $282K | No change |
| NVDA Nvidia Corp. | 0.23% | 1,538 | $268K | No change |
| CAH Cardinal Health Inc. | 0.18% | 985 | $208K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| IWD iShares Russell 1000 Value E | Add +6.7% | 23.22% | +1.49 |
| IEFA iShares Core MSCI Eafe ETF | Add +200.8% | 0.76% | +0.51 |
| IEMG iShares Core MSCI Emerging | New | 0.33% | +0.33 |
| IWN iShares Russell 2000 Value E | Add +1.6% | 6.38% | +0.30 |
| CAH Cardinal Health Inc. | New | 0.18% | +0.18 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +3.2% | 3.21% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.9% | 0.31% | +0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.6% | 0.42% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.30% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 0.29% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +1.4% | 2.45% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.4% | 0.27% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.25% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.41% | −0.06 |
| AAPL Apple Inc. | Add +0.0% | 0.87% | −0.07 |
| IWO iShares Russell 2000 Growth | Add +3.1% | 6.33% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.6% | 7.69% | −0.08 |
| IWF iShares Russell 1000 Growth | Add +4.0% | 19.14% | −1.56 |
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 |