LWM ADVISORS INC
CIK: 0002067328SEC EDGAR →
Portfolio Value
$113.7M
Holdings
29
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 117,480 | $24.7M | 21.73% |
| 2 | ISHARES TR | 49,730 | $23.5M | 20.70% |
| 3 | ISHARES TR | 142,369 | $13.7M | 12.02% |
| 4 | ISHARES TR | 106,668 | $8.8M | 7.77% |
| 5 | ISHARES TR | 22,554 | $7.3M | 6.41% |
| 6 | ISHARES TR | 38,159 | $6.9M | 6.08% |
| 7 | ISHARES TR | 106,320 | $5.8M | 5.12% |
| 8 | ISHARES TR | 34,154 | $4.8M | 4.24% |
| 9 | ISHARES TR | 32,816 | $4.5M | 3.95% |
| 10 | ISHARES TR | 32,884 | $3.6M | 3.19% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $111.7M | 98.2% |
| Technology | 2 | $1.4M | 1.2% |
| Unknown | 2 | $641K | 0.6% |