LWM ADVISORS INC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, LWM ADVISORS INC held in its portfolio 29 assets valued at $113,699,107 (i.e. $113.70M).

The most valuable assets in the portfolio included: ISHARES TR ($24.71M), ISHARES TR ($23.54M), and ISHARES TR ($13.67M).

The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LWM ADVISORS INC Portfolio

ISHARES TR

LWM ADVISORS INC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	117480	24710745	RUS 1000 VAL ETF
ISHARES TR	49730	23537413	RUS 1000 GRW ETF
ISHARES TR	142369	13671696	MSCI EAFE ETF
ISHARES TR	106668	8834282	1 3 YR TREAS BD
ISHARES TR	22554	7285266	RUS 2000 GRW ETF
ISHARES TR	38159	6914825	RUS 2000 VAL ETF
ISHARES TR	106320	5816773	MSCI EMG MKT ETF
ISHARES TR	34154	4817415	RUS MDCP VAL ETF
ISHARES TR	32816	4493830	RUS MD CP GR ETF
ISHARES TR	32884	3623496	IBOXX INV CP ETF
ISHARES TR	29153	2803350	7-10 YR TRSY BD
APPLE INC	3945	1072613	COM
ISHARES TR	4352	560668	ESG MSCI KLD 400
VANGUARD WORLD FD	1279	527932	MEGA GRWTH IND
VANGUARD WORLD FD	3306	466674	MEGA CAP VAL ETF
SPDR SERIES TRUST	1434	398479	STATE STREET SPD
ISHARES TR	2753	389522	MSCI ACWI ETF
INVESCO QQQ TR	577	354457	UNIT SER 1
SCHWAB STRATEGIC TR	11509	340773	US LCAP VA ETF
VANGUARD INDEX FDS	1899	336759	MCAP VL IDXVIP
VANGUARD INTL EQUITY INDEX F	4517	332270	ALLWRLD EX US
VANGUARD INDEX FDS	1182	329976	MCAP GR IDXVIP
VANGUARD INDEX FDS	1544	327003	SM CP VAL ETF
SCHWAB STRATEGIC TR	9788	319288	US LCAP GR ETF
ISHARES TR	6834	314227	ESG AWARE MSCI
ISHARES TR	3210	287166	CORE MSCI EAFE
NVIDIA CORPORATION	1538	286845	COM
VANGUARD INDEX FDS	942	284588	SML CP GRW ETF
ISHARES INC	3588	260776	MSCI EMRG CHN