Lwm Advisors Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002067328

Type: FundHoldings: 28Value: $97.3MLatest: 2025Q1

LWM ADVISORS INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 28 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "EMXC",
  null,
  "IWS",
  null,
  "IWD",
  "EEM",
  "IWF",
  "AAPL",
  null,
  "VOE",
  "IWO",
  "IWN",
  "IEF",
  "IWP",
  null,
  null,
  "VEU",
  "MGK",
  "VBK",
  "MGV",
  "VBR",
  "VOT",
  "VOO",
  "SCHG",
  "EFA",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 28
Total Value: 97274332
Accession Number: 0001667731-25-000622
Form Type: 13F-HR
CIK: lwm-advisors
Manager Name: Lwm-Advisors

Data Enrichment

75% identified

21 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $97.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

464287598

IWD|464287598

Shares:114.8K

Value:$21.2M

% of Portfolio:21.8% ($21.2M/$97.3M)

464287614

IWF|464287614

Shares:52.0K

Value:$19.5M

% of Portfolio:20.0% ($19.5M/$97.3M)

464287465

EFA|464287465

Shares:142.7K

Value:$12.3M

% of Portfolio:12.6% ($12.3M/$97.3M)

464287457

Shares:—

Value:$8.2M

% of Portfolio:8.4% ($8.2M/$97.3M)

464287648

IWO|464287648

Shares:22.1K

Value:$5.8M

% of Portfolio:6.0% ($5.8M/$97.3M)

464287630

IWN|464287630

Shares:36.6K

Value:$5.5M

% of Portfolio:5.6% ($5.5M/$97.3M)

464287234

EEM|464287234

Shares:108.1K

Value:$4.9M

% of Portfolio:5.0% ($4.9M/$97.3M)

464287481

IWP|464287481

Shares:32.3K

Value:$4.1M

% of Portfolio:4.2% ($4.1M/$97.3M)

464287473

IWS|464287473

Shares:32.1K

Value:$4.1M

% of Portfolio:4.2% ($4.1M/$97.3M)

464287242

Shares:—

Value:$3.4M

% of Portfolio:3.5% ($3.4M/$97.3M)

464287440

IEF|464287440

Shares:—

Value:$2.6M

% of Portfolio:2.7% ($2.6M/$97.3M)

Apple Inc.

AAPL|037833100

Shares:5.2K

Value:$1.0M

% of Portfolio:1.1% ($1.0M/$97.3M)

464288570

Shares:4.4K

Value:$464.7K

% of Portfolio:0.5% ($464.7K/$97.3M)

921910816

MGK|921910816

Shares:1.3K

Value:$415.1K

% of Portfolio:0.4% ($415.1K/$97.3M)

921910840

MGV|921910840

Shares:3.3K

Value:$411.5K

% of Portfolio:0.4% ($411.5K/$97.3M)

464288257

Shares:2.8K

Value:$328.0K

% of Portfolio:0.3% ($328.0K/$97.3M)

808524409

Shares:12.0K

Value:$314.5K

% of Portfolio:0.3% ($314.5K/$97.3M)

922908538

VOT|922908538

Shares:1.2K

Value:$303.3K

% of Portfolio:0.3% ($303.3K/$97.3M)

922908512

VOE|922908512

Shares:1.9K

Value:$301.9K

% of Portfolio:0.3% ($301.9K/$97.3M)

78464A102

Shares:1.4K

Value:$293.6K

% of Portfolio:0.3% ($293.6K/$97.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	114.8K	QoQ -3.06% (-3.6K) YoY-	All Managers (Combined)	$21.2M	21.8% ($21.2M/$97.3M)	QoQ -3.10% (-$680.6K) YoY-
(IWFcusip464287614)	52.0K	QoQ -4.01% (-2.2K) YoY-	All Managers (Combined)	$19.5M	20.0% ($19.5M/$97.3M)	QoQ -10.42% (-$2.3M) YoY-
(EFAcusip464287465)	142.7K	QoQ -1.54% (-2.2K) YoY-	All Managers (Combined)	$12.3M	12.6% ($12.3M/$97.3M)	QoQ +11.94% (-$1.3M) YoY-
(cusip464287457)✕	—	QoQ - YoY-	All Managers (Combined)	$8.2M	8.4% ($8.2M/$97.3M)	QoQ -4.53% (-$388.7K) YoY-
(IWOcusip464287648)	22.1K	QoQ +0.35% (-79) YoY-	All Managers (Combined)	$5.8M	6.0% ($5.8M/$97.3M)	QoQ -8.76% (-$556.5K) YoY-
(IWNcusip464287630)	36.6K	QoQ +1.18% (-430) YoY-	All Managers (Combined)	$5.5M	5.6% ($5.5M/$97.3M)	QoQ -8.01% (-$476.0K) YoY-
(EEMcusip464287234)	108.1K	QoQ +1.19% (+1.3K) YoY-	All Managers (Combined)	$4.9M	5.0% ($4.9M/$97.3M)	QoQ +8.66% (+$387.3K) YoY-
(IWPcusip464287481)	32.3K	QoQ -0.36% (-119) YoY-	All Managers (Combined)	$4.1M	4.2% ($4.1M/$97.3M)	QoQ -0.60% (-$24.8K) YoY-
(IWScusip464287473)	32.1K	QoQ +0.56% (-180) YoY-	All Managers (Combined)	$4.1M	4.2% ($4.1M/$97.3M)	QoQ -1.98% (-$82.1K) YoY-
(cusip464287242)✕	—	QoQ - YoY-	All Managers (Combined)	$3.4M	3.5% ($3.4M/$97.3M)	QoQ -4.25% (-$149.2K) YoY-
(IEFcusip464287440)	—	QoQ - YoY-	All Managers (Combined)	$2.6M	2.7% ($2.6M/$97.3M)	QoQ -1.64% (-$43.8K) YoY-
Apple Inc.(AAPLcusip037833100)	5.2K	QoQ -0.70% (-37) YoY-	All Managers (Combined)	$1.0M	1.1% ($1.0M/$97.3M)	QoQ -21.27% (-$279.1K) YoY-
(cusip464288570)✕	4.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$464.7K	0.5% ($464.7K/$97.3M)	QoQ -4.75% (-$23.2K) YoY-
(MGKcusip921910816)	1.3K	QoQ -8.02% (-112) YoY-	All Managers (Combined)	$415.1K	0.4% ($415.1K/$97.3M)	QoQ -13.41% (-$64.3K) YoY-
(MGVcusip921910840)	3.3K	QoQ -3.64% (-125) YoY-	All Managers (Combined)	$411.5K	0.4% ($411.5K/$97.3M)	QoQ -3.98% (-$17.1K) YoY-
(cusip464288257)✕	2.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$328.0K	0.3% ($328.0K/$97.3M)	QoQ +1.38% (+$4.5K) YoY-
(cusip808524409)✕	12.0K	QoQ NEW(+12.0K) YoY-	All Managers (Combined)	$314.5K	0.3% ($314.5K/$97.3M)	QoQ NEW(+$314.5K) YoY-
(VOTcusip922908538)	1.2K	QoQ +20.20% (+199) YoY-	All Managers (Combined)	$303.3K	0.3% ($303.3K/$97.3M)	QoQ +21.27% (+$53.2K) YoY-
(VOEcusip922908512)	1.9K	QoQ +28.80% (+424) YoY-	All Managers (Combined)	$301.9K	0.3% ($301.9K/$97.3M)	QoQ +26.78% (+$63.8K) YoY-
(cusip78464A102)✕	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$293.6K	0.3% ($293.6K/$97.3M)	QoQ +1.45% (+$4.2K) YoY-