Lwm Advisors Inc has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $114 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 $24.7B, Ishares Russell 1000 Gr ETF with a value of $23.5B, Ishares Tr Msci Eafe ETF with a value of $13.7B, Ishares Barclays 1 3 Year Trea with a value of $8.83B, and Ishares Russell 2000 Gwt ETF with a value of $7.29B.
Examining the 13F form we can see an increase of $2.37B in the current position value, from $111B to 114B.
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.
