Investor
LWM ADVISORS INC
CIK 0002067328 · filed 2026-04-13 · SEC filing
13F book
$115.3M
Positions
31
2 new · 0 sold
Largest name
23.2%
Ishares Tr
Est. mark
−$1.88M
Price effect on 29 names still held. Flow $3.46M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 125.3K | $26.8M | 23.2% | $391.2K | Added$2.06M |
| Ishares Tr | — | 51.7K | $22.1M | 19.1% | −$2.33M | Added−$1.48M |
| Ishares Tr | — | 140.7K | $13.7M | 11.9% | $154.7K | Cut−$8.42K |
| Ishares Tr | — | 107.3K | $8.86M | 7.7% | −$26.7K | Added$26.6K |
| Ishares Tr | — | 38.8K | $7.35M | 6.4% | $319.9K | Added$437.8K |
| Ishares Tr | — | 23.3K | $7.3M | 6.3% | −$207.5K | Added$14.1K |
| Ishares Tr | — | 103.9K | $5.9M | 5.1% | $216K | Cut$82K |
| Ishares Tr | — | 32.7K | $4.77M | 4.1% | $153.4K | Cut−$48.4K |
| Ishares Tr | — | 31K | $3.97M | 3.4% | −$273.4K | Cut−$522.2K |
| Ishares Tr | — | 33.9K | $3.7M | 3.2% | −$39.5K | Added$76.2K |
| Ishares Tr | — | 29.6K | $2.82M | 2.4% | −$21K | Added$19.4K |
| Apple Inc. | AAPL | 3.95K | $1M | 0.9% | −$71.4K | Added−$71.2K |
| Ishares Tr | — | 9.65K | $874.1K | 0.8% | $3.43K | Added$586.9K |
| Ishares Tr | — | 4.35K | $527.4K | 0.5% | −$33.2K | Held |
| Vanguard World Fd | — | 3.33K | $482.1K | 0.4% | $12.5K | Added$15.4K |
| Vanguard World Fd | — | 1.28K | $470.3K | 0.4% | −$58K | Added−$57.6K |
| Ishares Tr | — | 2.75K | $380.9K | 0.3% | −$8.59K | Held |
| Ishares Inc | — | 5.4K | $376.9K | 0.3% | — | New |
| Spdr Series Trust | — | 1.43K | $366.1K | 0.3% | −$32.4K | Held |
| Vanguard Index Fds | — | 1.92K | $353.2K | 0.3% | $13.1K | Added$16.4K |
| Schwab Strategic Tr | — | 11.5K | $351.2K | 0.3% | $10.3K | Added$10.4K |
| Vanguard Intl Equity Index F | — | 4.52K | $339.2K | 0.3% | $6.96K | Held |
| Vanguard Index Fds | — | 1.55K | $336.1K | 0.3% | $8.43K | Added$9.09K |
| Ishares Tr | — | 6.83K | $321.3K | 0.3% | $7.11K | Held |
| Vanguard Index Fds | — | 1.21K | $311.5K | 0.3% | −$25.7K | Added−$18.5K |
| Schwab Strategic Tr | — | 9.79K | $285.2K | 0.2% | −$34.2K | Added−$34.1K |
| Vanguard Index Fds | — | 942 | $284.7K | 0.2% | $132 | Held |
| Invesco Qqq Tr | — | 489 | $282.3K | 0.2% | −$18.1K | Cut−$72.2K |
| Ishares Inc | — | 3.59K | $282.2K | 0.2% | $21.5K | Held |
| Nvidia Corp | NVDA | 1.54K | $268.2K | 0.2% | −$18.6K | Held |
| Cardinal Health Inc | CAH | 985 | $208.2K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.