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Lwm Advisors Inc Portfolio
$132.5M across 38 positions as of 2026-09-30, with 89% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.0%
-2.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.4% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IWDiShares Russell 1000 Value ETF | $31.1M | 23.5% | 125,487 |
| IWFiShares Russell 1000 Growth ETF | $26.1M | 19.7% | 208,660 |
| EFAiShares MSCI EAFE ETF | $14.5M | 11.0% | 140,023 |
| SHYiShares 1-3 Year Treasury Bond ETF | $9.8M | 7.4% | 120,443 |
| IWOiShares Russell 2000 Growth Fund | $8.2M | 6.2% | 22,868 |
| IWNiShares Russell 2000 Value ETF | $7.9M | 6.0% | 37,856 |
| EEMiShares MSCI Emerging Index Fund | $6.7M | 5.1% | 100,482 |
| IWSiShares Russell Mid-cap Value ETF | $5.1M | 3.8% | 31,544 |
| IWPiShares Russell Midcap Growth ETF | $4.5M | 3.4% | 32,814 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $3.6M | 2.7% | 35,394 |
| IEFiShares 7-10 Year Treasury Bond ETF | $2.9M | 2.2% | 32,423 |
| IEFAiShares Core MSCI EAFE ETF | $1.3M | 1.0% | 13,693 |
| AAPLApple Inc | $1.3M | 1.0% | 3,949 |
| SCHVSchwab U.S. Large-Cap Value ETF | $648K | 0.5% | 19,454 |
| DSIiShares ESG MSCI KLD 400 ETF | $636.2K | 0.5% | 4,352 |
| IEMGiShares Core MSCI Emerging Markets ETF | $596.9K | 0.5% | 7,354 |
| MGKVanguard Mega Cap Growth ETF | $573.7K | 0.4% | 6,192 |
| SPDR SERIES TRUST | $548.1K | 0.4% | 1,434 |
| MGVVanguard Mega Cap Value ETF | $534.7K | 0.4% | 3,319 |
| ACWIiShares MSCI ACWI ETF | $432.3K | 0.3% | 2,723 |
| VOEVanguard Mid-Cap Value ETF | $377.8K | 0.3% | 1,932 |
| VOTVanguard Mid-Cap Growth ETF | $371.7K | 0.3% | 1,273 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $355.4K | 0.3% | 6,834 |
| VBRVanguard Small-Cap Value ETF | $353.9K | 0.3% | 1,532 |
| QQQInvesco QQQ Trust, Series 1 | $352.2K | 0.3% | 476 |
| NVDANVIDIA Corp | $351.3K | 0.3% | 1,538 |
| VEUVanguard FTSE All World Ex US ETF | $342.7K | 0.3% | 4,130 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $340.7K | 0.3% | 9,482 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $311.2K | 0.2% | 3,141 |
| SCHFSchwab International Equity ETF | $299.7K | 0.2% | 10,908 |
| VBKVanguard Small-Cap Growth ETF | $299K | 0.2% | 885 |
| AMDAdvanced Micro Devices Inc | $273.5K | 0.2% | 447 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $260.5K | 0.2% | 571 |
| XLKState Street Technology Select Sector SPDR ETF | $258.3K | 0.2% | 1,320 |
| CAHCardinal Health Inc | $229.2K | 0.2% | 1,030 |
| SOXXiShares Semiconductor ETF | $205.1K | 0.2% | 361 |
| IVViShares Core S&P 500 ETF | $203K | 0.2% | 265 |
| VOOVanguard S&P 500 ETF | $201.5K | 0.2% | 288 |
Quarter ending 2026-09-30.
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