Lwm Advisors Inc Portfolio Holdings

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

Lwm Advisors Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $97.3 Billion distributed in 28 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 $21.2B, Ishares Russell 1000 Gr ETF with a value of $19.5B, Ishares Tr Msci Eafe ETF with a value of $12.3B, Ishares Barclays 1 3 Year Trea with a value of $8.18B, and Ishares Russell 2000 Gwt ETF with a value of $5.8B.

Examining the 13F form we can see an decrease of $2.36B in the current position value, from $99.6B to 97.3B.

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 $97.3 Billion
ETFs: $96.2 Billion
Technology: $1.03 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Billion 21.84% of portfolio
114,781
Q1 2025 Reduced 3.06%
$0
$19.5 Billion 20.04% of portfolio
52,011
Q1 2025 Reduced 4.01%
$0
$12.3 Billion 12.61% of portfolio
142,650
Q1 2025 Reduced 1.55%
$0
$8.18 Billion 8.41% of portfolio
99,174
Q1 2025 Reduced 5.13%
$0
$5.8 Billion 5.96% of portfolio
22,150
Q1 2025 Added 0.36%
$0
$5.46 Billion 5.62% of portfolio
36,609
Q1 2025 Added 1.19%
$0
$4.85 Billion 4.99% of portfolio
108,099
Q1 2025 Added 1.19%
$0
$4.09 Billion 4.21% of portfolio
32,348
Q1 2025 Reduced 0.37%
$0
$4.05 Billion 4.16% of portfolio
32,137
Q1 2025 Added 0.56%
$0
$3.36 Billion 3.45% of portfolio
31,492
Q1 2025 Reduced 4.05%
$0
$2.61 Billion 2.69% of portfolio
27,714
Q1 2025 Reduced 3.63%
$0
$465 Million 0.48% of portfolio
4,425
Q4 2024 New
$0
$415 Million 0.43% of portfolio
1,284
Q1 2025 Reduced 8.02%
$0
$411 Million 0.42% of portfolio
3,306
Q1 2025 Reduced 3.64%
$0
$328 Million 0.34% of portfolio
2,753
Q4 2024 New
$0
$315 Million 0.32% of portfolio
12,010
Q1 2025 New
$0
$302 Million 0.31% of portfolio
1,896
Q1 2025 Added 28.8%
$0
$287 Million 0.3% of portfolio
1,545
Q1 2025 Added 19.31%
$0
$294 Million 0.3% of portfolio
1,434
Q4 2024 New
$0
$287 Million 0.29% of portfolio
4,523
Q1 2025 Reduced 0.18%
$0
$269 Million 0.28% of portfolio
10,362
Q1 2025 New
$0
$251 Million 0.26% of portfolio
515
Q1 2025 Added 18.12%
$0
$252 Million 0.26% of portfolio
6,490
Q4 2024 New
$0
$242 Million 0.25% of portfolio
942
Q1 2025 Added 16.73%
$0
$208 Million 0.21% of portfolio
3,588
Q1 2025 New
$0
$209 Million 0.21% of portfolio
402
Q1 2025 Added 4.15%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $97.3 Billion
  • Prior Value $99.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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