Lwm Advisors Inc Portfolio Holdings

Lwm Advisors Inc

  • $104 Billion
  • Q2 2025

Lwm Advisors Inc has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $22.2B, Ishares Russell 1000 Gr ETF with a value of $21.8B, Ishares Tr Msci Eafe ETF with a value of $12.8B, Ishares Barclays 1 3 Year Trea with a value of $8.46B, and Ishares Russell 2000 Gwt ETF with a value of $6.25B.

Examining the 13F form we can see an increase of $6.7B in the current position value, from $97.3B to 104B.

Lwm Advisors Inc is based out at El Dorado Hills, CA

Below you can find more details about Lwm Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $103 Billion
Technology: $1.31 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $104 Billion
  • Prior Value $97.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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