LWM Advisors

El Dorado Hills, CAfiles as LWM ADVISORS INC

$117m in 34 US stocks at the end of 30 June 2026. The top 10 are 92.5% of the money. It changed about 13.4% of the portfolio this quarter.

Value

$117m

Stocks

Top 10 share

92.5%

Turnover

13.4%

What changed this quarter

New

Bought for the first time this quarter.

Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
Direxion Shares ETF TrustTECL
0.2% of the fund
Select Sector Spdr TRXLK
0.2% of the fund
Ishares TRSOXX
0.2% of the fund
AlphabetGOOGL
0.2% of the fund

Added

Bought more of a stock they already held.

Ishares TRIEFA
1.1% of the fund
+38%
IsharesIEMG
0.5% of the fund
+33%
Cardinal HealthCAH
0.2% of the fund
+4%

Cut

Sold some of their stake.

Ishares TREEM
5.9% of the fund
-3%
Ishares TRIWS
4.4% of the fund
-4%
Vanguard World FDMGK
0.4% of the fund
-7%
Vanguard World FDMGV
0.4% of the fund
-4%
Vanguard Index FDSVOE
0.3% of the fund
-2%
Vanguard Index FDSVBR
0.3% of the fund
-2%
Invesco QQQ TRQQQ
0.3% of the fund
-3%
Vanguard Intl Equity Index FVEU
0.3% of the fund
-13%
IsharesEMXC
0.3% of the fund
-12%
Schwab Strategic TRSCHG
0.3% of the fund
-5%
Vanguard Index FDSVBK
0.3% of the fund
-10%

Sold out

Sold their entire stake.

Ishares TRSHY
-100%
Ishares TRLQD
-100%
Ishares TRIEF
-100%

Holdings

Ishares TRIWD
Share
26.4%
Value
$31m
Shares
127,487
Held
Ishares TRIWF
Share
22.3%
Value
$26m
Shares
209,701
Held
Ishares TREFA
Share
12.4%
Value
$15m
Shares
139,800
Held
Ishares TRIWO
Share
7.8%
Value
$9m
Shares
23,160
Held
Ishares TRIWN
Share
7.3%
Value
$9m
Shares
38,500
Held
Ishares TREEM
Share
5.9%
Value
$7m
Shares
100,573
-3%
Ishares TRIWS
Share
4.4%
Value
$5m
Shares
31,446
-4%
Ishares TRIWP
Share
3.9%
Value
$5m
Shares
31,550
Held
Ishares TRIEFA
Share
1.1%
Value
$1m
Shares
13,362
+38%
AppleAAPL
Share
1.0%
Value
$1m
Shares
3,948
Held
Ishares TRDSI
Share
0.5%
Value
$619,681
Shares
4,352
Held
IsharesIEMG
Share
0.5%
Value
$595,143
Shares
7,184
+33%
Spdr Series TrustXNTK
Share
0.5%
Value
$560,192
Shares
1,434
Held
Vanguard World FDMGK
Share
0.4%
Value
$521,042
Shares
5,927
-7%
Vanguard World FDMGV
Share
0.4%
Value
$519,771
Shares
3,180
-4%
Ishares TRACWI
Share
0.4%
Value
$427,429
Shares
2,723
Held
Schwab Strategic TRSCHV
Share
0.3%
Value
$401,310
Shares
11,529
Held
Ishares TRESML
Share
0.3%
Value
$382,226
Shares
6,834
Held
Vanguard Index FDSVOT
Share
0.3%
Value
$375,061
Shares
1,224
Held
Vanguard Index FDSVOE
Share
0.3%
Value
$371,178
Shares
1,878
-2%
Vanguard Index FDSVBR
Share
0.3%
Value
$366,671
Shares
1,509
-2%
Invesco QQQ TRQQQ
Share
0.3%
Value
$350,539
Shares
476
-3%
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$330,815
Shares
3,950
-13%
IsharesEMXC
Share
0.3%
Value
$321,324
Shares
3,141
-12%
Schwab Strategic TRSCHG
Share
0.3%
Value
$315,762
Shares
9,331
-5%
Vanguard Index FDSVBK
Share
0.3%
Value
$311,211
Shares
851
-10%
NvidiaNVDA
Share
0.3%
Value
$307,778
Shares
1,538
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$272,693
Shares
571
New
Advanced Micro DevicesAMD
Share
0.2%
Value
$259,667
Shares
447
New
Direxion Shares ETF TrustTECL
Share
0.2%
Value
$253,836
Shares
1,100
New
Select Sector Spdr TRXLK
Share
0.2%
Value
$251,316
Shares
1,319
New
Cardinal HealthCAH
Share
0.2%
Value
$244,162
Shares
1,028
+4%
Ishares TRSOXX
Share
0.2%
Value
$231,064
Shares
361
New
AlphabetGOOGL
Share
0.2%
Value
$207,632
Shares
581
New

Company	Share of fund	Value	Shares	Change
Ishares TRIWD	26.4%	$31m	127,487	Held
Ishares TRIWF	22.3%	$26m	209,701	Held
Ishares TREFA	12.4%	$15m	139,800	Held
Ishares TRIWO	7.8%	$9m	23,160	Held
Ishares TRIWN	7.3%	$9m	38,500	Held
Ishares TREEM	5.9%	$7m	100,573	-3%
Ishares TRIWS	4.4%	$5m	31,446	-4%
Ishares TRIWP	3.9%	$5m	31,550	Held
Ishares TRIEFA	1.1%	$1m	13,362	+38%
AppleAAPL	1.0%	$1m	3,948	Held
Ishares TRDSI	0.5%	$619,681	4,352	Held
IsharesIEMG	0.5%	$595,143	7,184	+33%
Spdr Series TrustXNTK	0.5%	$560,192	1,434	Held
Vanguard World FDMGK	0.4%	$521,042	5,927	-7%
Vanguard World FDMGV	0.4%	$519,771	3,180	-4%
Ishares TRACWI	0.4%	$427,429	2,723	Held
Schwab Strategic TRSCHV	0.3%	$401,310	11,529	Held
Ishares TRESML	0.3%	$382,226	6,834	Held
Vanguard Index FDSVOT	0.3%	$375,061	1,224	Held
Vanguard Index FDSVOE	0.3%	$371,178	1,878	-2%
Vanguard Index FDSVBR	0.3%	$366,671	1,509	-2%
Invesco QQQ TRQQQ	0.3%	$350,539	476	-3%
Vanguard Intl Equity Index FVEU	0.3%	$330,815	3,950	-13%
IsharesEMXC	0.3%	$321,324	3,141	-12%
Schwab Strategic TRSCHG	0.3%	$315,762	9,331	-5%
Vanguard Index FDSVBK	0.3%	$311,211	851	-10%
NvidiaNVDA	0.3%	$307,778	1,538	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$272,693	571	New
Advanced Micro DevicesAMD	0.2%	$259,667	447	New
Direxion Shares ETF TrustTECL	0.2%	$253,836	1,100	New
Select Sector Spdr TRXLK	0.2%	$251,316	1,319	New
Cardinal HealthCAH	0.2%	$244,162	1,028	+4%
Ishares TRSOXX	0.2%	$231,064	361	New
AlphabetGOOGL	0.2%	$207,632	581	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.0% since 30 June 2025.

Where the money is

Technology1.7%

Health care0.2%

Media & telecom0.2%

Other97.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.