LWM ADVISORS INC

Portfolio Overview

LWM ADVISORS INC disclosed 37 positions worth $134.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 0 — including a new stake in $TSM. The portfolio is most concentrated in Other (98.2% of disclosed assets). All figures are sourced directly from LWM ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 2067328.

• ISHARES TR - RUS 1000 VAL ETF

  —

  Quality

  $30.9M127,487 sh

• ISHARES TR - RUS 1000 GRW ETF

  —

  Quality

  $26.0M209,701 sh

• ISHARES TR - MSCI EAFE ETF

  —

  Quality

  $14.5M139,800 sh

• ISHARES TR - 1 3 YR TREAS BD

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  Quality

  $10.0M121,914 sh

• ISHARES TR - RUS 2000 GRW ETF

  —

  Quality

  $9.1M23,160 sh

• ISHARES TR - RUS 2000 VAL ETF

  —

  Quality

  $8.5M38,500 sh

• ISHARES TR - MSCI EMG MKT ETF

  —

  Quality

  $6.9M100,573 sh

• ISHARES TR - RUS MDCP VAL ETF

  —

  Quality

  $5.2M31,446 sh

• ISHARES TR - RUS MD CP GR ETF

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  Quality

  $4.6M31,550 sh

• ISHARES TR - IBOXX INV CP ETF

  —

  Quality

  $3.9M36,000 sh

Showing top 10 of 37 holdings.

Full Holdings — LWM ADVISORS INC (Q2 2026)

All 37 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - RUS 1000 VAL ETF	$30.9M	23.1%	+2%	—
2	—	ISHARES TR - RUS 1000 GRW ETF	$26.0M	19.4%	+305%	—
3	—	ISHARES TR - MSCI EAFE ETF	$14.5M	10.8%	-1%	—
4	—	ISHARES TR - 1 3 YR TREAS BD	$10.0M	7.5%	+14%	—
5	—	ISHARES TR - RUS 2000 GRW ETF	$9.1M	6.8%	-0%	—
6	—	ISHARES TR - RUS 2000 VAL ETF	$8.5M	6.3%	-1%	—
7	—	ISHARES TR - MSCI EMG MKT ETF	$6.9M	5.1%	-3%	—
8	—	ISHARES TR - RUS MDCP VAL ETF	$5.2M	3.9%	-4%	—
9	—	ISHARES TR - RUS MD CP GR ETF	$4.6M	3.4%	+2%	—
10	—	ISHARES TR - IBOXX INV CP ETF	$3.9M	2.9%	+6%	—
11	—	ISHARES TR - 7-10 YR TRSY BD	$3.2M	2.4%	+13%	—
12	—	ISHARES TR - CORE MSCI EAFE	$1.3M	1.0%	+38%	—
13	$AAPL	Apple Inc.	$1.1M	0.8%	+0%	76.3
14	—	ISHARES TR - ESG MSCI KLD ETF	$619,681	0.5%	+0%	—
15	—	ISHARES INC - CORE MSCI EMKT	$595,143	0.4%	+33%	—
16	—	SPDR SERIES TRUST - ST STR NYSE TECH	$560,192	0.4%	+0%	—
17	—	VANGUARD WORLD FD - MEGA GRWTH IND	$521,042	0.4%	+363%	—
18	—	VANGUARD WORLD FD - MEGA CAP VAL ETF	$519,771	0.4%	-4%	—
19	—	ISHARES TR - MSCI ACWI ETF	$427,429	0.3%	-1%	—
20	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$401,310	0.3%	+0%	—
21	—	ISHARES TR - ESG AWARE MSCI	$382,226	0.3%	+0%	—
22	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$375,061	0.3%	+1%	—
23	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	$371,178	0.3%	-2%	—
24	—	VANGUARD INDEX FDS - SM CP VAL ETF	$366,671	0.3%	-2%	—
25	$QQQ	INVESCO QQQ TRUST, SERIES 1	$350,539	0.3%	-3%	—
26	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$330,815	0.3%	-13%	—
27	—	ISHARES INC - MSCI EMRG CHN	$321,324	0.2%	-12%	—
28	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$315,762	0.2%	-5%	—
29	—	VANGUARD INDEX FDS - SML CP GRW ETF	$311,211	0.2%	-10%	—
30	$NVDA	NVIDIA CORP	$307,778	0.2%	+0%	85.9
31	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$272,693	0.2%	NEW	—
32	$AMD	ADVANCED MICRO DEVICES INC	$259,667	0.2%	NEW	79.7
33	—	DIREXION SHARES ETF TRUST - DA TE BU 3X ETF	$253,836	0.2%	NEW	—
34	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$251,316	0.2%	NEW	—
35	$CAH	CARDINAL HEALTH INC	$244,162	0.2%	+4%	62.3
36	—	ISHARES TR - ISHARES SEMICDTR	$231,064	0.2%	NEW	—
37	$GOOG	Alphabet Inc.	$207,632	0.1%	NEW	78.1