LWM ADVISORS INC

Est. AUM

$114.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 VAL ETF	$26.8M	125294	23.30%	SOLE
2	ISHARES TR	RUS 1000 GRW ETF	$22.1M	51740	19.20%	SOLE
3	ISHARES TR	MSCI EAFE ETF	$13.7M	140670	11.89%	SOLE
4	ISHARES TR	1 3 YR TREAS BD	$8.9M	107313	7.71%	SOLE
5	ISHARES TR	RUS 2000 VAL ETF	$7.4M	38781	6.40%	SOLE
6	ISHARES TR	RUS 2000 GRW ETF	$7.3M	23110	6.31%	SOLE
7	ISHARES TR	MSCI EMG MKT ETF	$5.9M	103870	5.13%	SOLE
8	ISHARES TR	RUS MDCP VAL ETF	$4.8M	32723	4.15%	SOLE
9	ISHARES TR	RUS MD CP GR ETF	$4.0M	30999	3.46%	SOLE
10	ISHARES TR	IBOXX INV CP ETF	$3.7M	33945	3.22%	SOLE
11	ISHARES TR	7-10 YR TRSY BD	$2.8M	29576	2.46%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$874K	9655	0.76%	SOLE
13	APPLE INC	COM	$824K	3247	0.72%	SOLE
14	ISHARES TR	ESG MSCI KLD 400	$527K	4352	0.46%	SOLE
15	VANGUARD WORLD FD	MEGA CAP VAL ETF	$482K	3326	0.42%	SOLE
16	VANGUARD WORLD FD	MEGA GRWTH IND	$470K	1280	0.41%	SOLE
17	ISHARES TR	MSCI ACWI ETF	$381K	2753	0.33%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$377K	5404	0.33%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$366K	1434	0.32%	SOLE
20	VANGUARD INDEX FDS	MCAP VL IDXVIP	$353K	1917	0.31%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$351K	11515	0.31%	SOLE
22	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$339K	4517	0.30%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$336K	1547	0.29%	SOLE
24	ISHARES TR	ESG AWARE MSCI	$321K	6834	0.28%	SOLE
25	VANGUARD INDEX FDS	MCAP GR IDXVIP	$311K	1210	0.27%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$285K	9790	0.25%	SOLE
27	VANGUARD INDEX FDS	SML CP GRW ETF	$285K	942	0.25%	SOLE
28	ISHARES INC	MSCI EMRG CHN	$282K	3588	0.25%	SOLE
29	NVIDIA CORPORATION	COM	$268K	1538	0.23%	SOLE
30	CARDINAL HEALTH INC	COM	$208K	985	0.18%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$139K	241	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.