Lwm Advisors Inc Portfolio Holdings

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

Lwm Advisors Inc has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $111 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 $23.6B, Ishares Russell 1000 Gr ETF with a value of $23.6B, Ishares Tr Msci Eafe ETF with a value of $13.3B, Ishares Barclays 1 3 Year Trea with a value of $8.73B, and Ishares Russell 2000 Gwt ETF with a value of $7.11B.

Examining the 13F form we can see an increase of $7.36B in the current position value, from $104B to 111B.

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 $111 Billion
ETFs: $110 Billion
Technology: $1.38 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15T
$1.09 Billion 0.98% of portfolio
4,292
Q3 2025 Reduced 17.38%
$471B
$287 Million 0.26% of portfolio
1,538
Q3 2025 Reduced 0.32%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $111 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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