LWM ADVISORS INC

Filed: 4/13/2026ACC: 0002085853-26-000343

📋 What this filing means

LWM ADVISORS INC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $115.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$115.27M

Total AUM (reported)

795.19K

Total Shares

Allocation by class

RUS 1000 VAL ETF$26.77M23.2%

RUS 1000 GRW ETF$22.06M19.1%

MSCI EAFE ETF$13.66M11.9%

1 3 YR TREAS BD$8.86M7.7%

RUS 2000 VAL ETF$7.35M6.4%

RUS 2000 GRW ETF$7.30M6.3%

MSCI EMG MKT ETF$5.90M5.1%

Portfolio Concentration

Top 3$62.50M54.2%

4–10$41.85M36.3%

11–25$9.31M8.1%

Rest$1.61M1.4%

Top 3 weight

54.2%

Top 10 weight

90.5%

Voting Authority Distribution

Total shares with voting rights: 795.19K

Sole

Full voting authority

792.56K

% of voting shares99.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.63K

% of voting shares0.3%

Investment Discretion (by position count)

Sole31

Shared0

Other0

Dominant voting typeSole · 99.7% of voting shares

Institutional Holdings31

Rows:

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares125.29K

TypeSH

Market value$26.77M

23.22%

Sole

125.29K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares51.74K

TypeSH

Market value$22.06M

19.14%

Sole

51.74K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI EAFE ETF

Shares140.67K

TypeSH

Market value$13.66M

11.85%

Sole

140.67K

Shared

0.00

None

0.00

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares107.31K

TypeSH

Market value$8.86M

7.69%

Sole

107.31K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares38.78K

TypeSH

Market value$7.35M

6.38%

Sole

38.78K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares23.26K

TypeSH

Market value$7.30M

6.33%

Sole

23.11K

Shared

0.00

None

150.00

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares103.87K

TypeSH

Market value$5.90M

5.12%

Sole

103.87K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares32.72K

TypeSH

Market value$4.77M

4.14%

Sole

32.72K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares31K

TypeSH

Market value$3.97M

3.45%

Sole

31K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares33.95K

TypeSH

Market value$3.70M

3.21%

Sole

33.95K

Shared

0.00

None

0.00

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares29.58K

TypeSH

Market value$2.82M

2.45%

Sole

29.58K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares3.95K

TypeSH

Market value$1.00M

0.87%

Sole

3.25K

Shared

0.00

None

699.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares9.65K

TypeSH

Market value$874.1K

0.76%

Sole

9.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares4.35K

TypeSH

Market value$527.4K

0.46%

Sole

4.35K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares3.33K

TypeSH

Market value$482.1K

0.42%

Sole

3.33K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares1.28K

TypeSH

Market value$470.3K

0.41%

Sole

1.28K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI ACWI ETF

Shares2.75K

TypeSH

Market value$380.9K

0.33%

Sole

2.75K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares5.40K

TypeSH

Market value$376.9K

0.33%

Sole

5.40K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.43K

TypeSH

Market value$366.1K

0.32%

Sole

1.43K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares1.92K

TypeSH

Market value$353.2K

0.31%

Sole

1.92K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares11.52K

TypeSH

Market value$351.2K

0.30%

Sole

11.52K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares4.52K

TypeSH

Market value$339.2K

0.29%

Sole

4.52K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.55K

TypeSH

Market value$336.1K

0.29%

Sole

1.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWARE MSCI

Shares6.83K

TypeSH

Market value$321.3K

0.28%

Sole

6.83K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares1.21K

TypeSH

Market value$311.5K

0.27%

Sole

1.21K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	RUS 1000 VAL ETF	125.29K	SH	$26.77M 23.22%	125.29K	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	51.74K	SH	$22.06M 19.14%	51.74K	0.00
ISHARES TRSOLE	MSCI EAFE ETF	140.67K	SH	$13.66M 11.85%	140.67K	0.00
ISHARES TRSOLE	1 3 YR TREAS BD	107.31K	SH	$8.86M 7.69%	107.31K	0.00
ISHARES TRSOLE	RUS 2000 VAL ETF	38.78K	SH	$7.35M 6.38%	38.78K	0.00
ISHARES TRSOLE	RUS 2000 GRW ETF	23.26K	SH	$7.30M 6.33%	23.11K	150.00
ISHARES TRSOLE	MSCI EMG MKT ETF	103.87K	SH	$5.90M 5.12%	103.87K	0.00
ISHARES TRSOLE	RUS MDCP VAL ETF	32.72K	SH	$4.77M 4.14%	32.72K	0.00
ISHARES TRSOLE	RUS MD CP GR ETF	31K	SH	$3.97M 3.45%	31K	0.00
ISHARES TRSOLE	IBOXX INV CP ETF	33.95K	SH	$3.70M 3.21%	33.95K	0.00
ISHARES TRSOLE	7-10 YR TRSY BD	29.58K	SH	$2.82M 2.45%	29.58K	0.00
APPLE INCSOLE	COM	3.95K	SH	$1.00M 0.87%	3.25K	699.00
ISHARES TRSOLE	CORE MSCI EAFE	9.65K	SH	$874.1K 0.76%	9.65K	0.00
ISHARES TRSOLE	ESG MSCI KLD 400	4.35K	SH	$527.4K 0.46%	4.35K	0.00
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	3.33K	SH	$482.1K 0.42%	3.33K	0.00
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	1.28K	SH	$470.3K 0.41%	1.28K	0.00
ISHARES TRSOLE	MSCI ACWI ETF	2.75K	SH	$380.9K 0.33%	2.75K	0.00
ISHARES INCSOLE	CORE MSCI EMKT	5.40K	SH	$376.9K 0.33%	5.40K	0.00
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.43K	SH	$366.1K 0.32%	1.43K	0.00
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	1.92K	SH	$353.2K 0.31%	1.92K	0.00
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	11.52K	SH	$351.2K 0.30%	11.52K	0.00
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	4.52K	SH	$339.2K 0.29%	4.52K	0.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.55K	SH	$336.1K 0.29%	1.55K	0.00
ISHARES TRSOLE	ESG AWARE MSCI	6.83K	SH	$321.3K 0.28%	6.83K	0.00
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	1.21K	SH	$311.5K 0.27%	1.21K	0.00

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