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LWM ADVISORS INC

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13F filer, CIK 2067328, El Dorado Hills, CA

LWM ADVISORS INC reported $132,476,113 across 41 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-08. Its ten largest share positions make up 88.75% of the portfolio.

Accepted , ingested 13F-HR 0002085853-26-001113

Period
2026-09-30
Reported value
$132M
Holdings
41
Top 10 weight
88.75%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHFnew+10,908$300K
SCHVadded+7,925$264K
IVVnew+265$203K
VOOnew+288$202K
IWPadded+1,264$174K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWDreduced-2,000-$496K
TECLexited-1,100-$254K
GOOGLexited-581-$208K
IWNreduced-644-$135K
IWFreduced-1,041-$130K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0002085853-26-001113, largest first. % of portfolio is the value over $132,476,113, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,408 shares; 2025Q1: 114,781 shares; 2025Q2: 114,359 shares; 2025Q3: 115,975 shares; 2025Q4: 117,480 shares; 2026Q1: 125,294 shares; 2026Q2: 127,487 shares; 2026Q3: 125,487 shares 125,487$31.1M23.49%-2,000Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,186 shares; 2025Q1: 52,011 shares; 2025Q2: 51,404 shares; 2025Q3: 50,303 shares; 2025Q4: 49,730 shares; 2026Q1: 51,740 shares; 2026Q2: 209,701 shares; 2026Q3: 208,660 shares 208,660$26.1M19.73%-1,041Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,889 shares; 2025Q1: 142,650 shares; 2025Q2: 143,148 shares; 2025Q3: 142,901 shares; 2025Q4: 142,369 shares; 2026Q1: 140,670 shares; 2026Q2: 139,800 shares; 2026Q3: 140,023 shares 140,023$14.5M10.98%+223Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,071 shares; 2025Q1: 22,150 shares; 2025Q2: 21,860 shares; 2025Q3: 22,215 shares; 2025Q4: 22,554 shares; 2026Q1: 23,260 shares; 2026Q2: 23,160 shares; 2026Q3: 22,868 shares 22,868$8.16M6.16%-292Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,179 shares; 2025Q1: 36,609 shares; 2025Q2: 36,227 shares; 2025Q3: 37,400 shares; 2025Q4: 38,159 shares; 2026Q1: 38,781 shares; 2026Q2: 38,500 shares; 2026Q3: 37,856 shares 37,856$7.93M5.99%-644Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,825 shares; 2025Q1: 108,099 shares; 2025Q2: 108,110 shares; 2025Q3: 107,516 shares; 2025Q4: 106,320 shares; 2026Q1: 103,870 shares; 2026Q2: 100,573 shares; 2026Q3: 100,482 shares 100,482$6.71M5.07%-91Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,957 shares; 2025Q1: 32,137 shares; 2025Q2: 32,126 shares; 2025Q3: 33,157 shares; 2025Q4: 34,154 shares; 2026Q1: 32,723 shares; 2026Q2: 31,446 shares; 2026Q3: 31,544 shares 31,544$5.07M3.83%+98Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,467 shares; 2025Q1: 32,348 shares; 2025Q2: 32,272 shares; 2025Q3: 31,898 shares; 2025Q4: 32,816 shares; 2026Q1: 30,999 shares; 2026Q2: 31,550 shares; 2026Q3: 32,814 shares 32,814$4.52M3.41%+1,264Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 9,655 shares; 2026Q2: 13,362 shares; 2026Q3: 13,693 shares 13,693$1.33M1%+331Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,240 shares; 2025Q1: 5,203 shares; 2025Q2: 5,195 shares; 2025Q3: 4,292 shares; 2025Q4: 3,945 shares; 2026Q1: 3,946 shares; 2026Q2: 3,948 shares; 2026Q3: 3,949 shares 3,949$1.31M0.99%+1Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,010 shares; 2025Q2: 12,017 shares; 2025Q3: 11,501 shares; 2025Q4: 11,509 shares; 2026Q1: 11,515 shares; 2026Q2: 11,529 shares; 2026Q3: 19,454 shares 19,454$648K0.49%+7,925Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares; 2026Q1: 4,352 shares; 2026Q2: 4,352 shares; 2026Q3: 4,352 shares 4,352$636K0.48%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,404 shares; 2026Q2: 7,184 shares; 2026Q3: 7,354 shares 7,354$597K0.45%+170Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,396 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,280 shares; 2026Q2: 5,927 shares; 2026Q3: 6,192 shares 6,192$574K0.43%+265Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares; 2026Q3: 1,434 shares 1,434$548K0.41%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,431 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares; 2025Q4: 3,306 shares; 2026Q1: 3,326 shares; 2026Q2: 3,180 shares; 2026Q3: 3,319 shares 3,319$535K0.4%+139Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares; 2026Q2: 2,723 shares; 2026Q3: 2,723 shares 2,723$432K0.33%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,472 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,897 shares; 2025Q4: 1,899 shares; 2026Q1: 1,917 shares; 2026Q2: 1,878 shares; 2026Q3: 1,932 shares 1,932$378K0.29%+54Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 985 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,210 shares; 2026Q2: 1,224 shares; 2026Q3: 1,273 shares 1,273$372K0.28%+49Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,834 shares; 2025Q4: 6,834 shares; 2026Q1: 6,834 shares; 2026Q2: 6,834 shares; 2026Q3: 6,834 shares 6,834$355K0.27%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,295 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,547 shares; 2026Q2: 1,509 shares; 2026Q3: 1,532 shares 1,532$354K0.27%+23Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 436 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 577 shares; 2026Q1: 489 shares; 2026Q2: 476 shares; 2026Q3: 476 shares 476$352K0.27%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares; 2026Q3: 1,538 shares 1,538$351K0.27%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,531 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares; 2026Q1: 4,517 shares; 2026Q2: 3,950 shares; 2026Q3: 4,130 shares 4,130$343K0.26%+180Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,362 shares; 2025Q2: 10,363 shares; 2025Q3: 9,787 shares; 2025Q4: 9,788 shares; 2026Q1: 9,790 shares; 2026Q2: 9,331 shares; 2026Q3: 9,482 shares 9,482$341K0.26%+151Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares; 2026Q2: 3,141 shares; 2026Q3: 3,141 shares 3,141$311K0.23%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,908 shares 10,908$300K0.23%newTimeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 807 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 851 shares; 2026Q3: 885 shares 885$299K0.23%+34Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares; 2026Q3: 447 shares 447$273K0.21%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares; 2026Q3: 571 shares 571$260K0.2%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares; 2026Q3: 1,320 shares 1,320$258K0.19%+1Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,028 shares; 2026Q3: 1,030 shares 1,030$229K0.17%+2Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361 shares; 2026Q3: 361 shares 361$205K0.15%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 265 shares 265$203K0.15%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 358 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 288 shares 288$202K0.15%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,932 shares; 2025Q4: 29,153 shares; 2026Q1: 29,576 shares; 2026Q2: not reported; 2026Q3: 131 shares 131$11.7K0.01%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,747 shares; 2025Q4: 32,884 shares; 2026Q1: 33,945 shares; 2026Q2: not reported; 2026Q3: 92 shares 92$9.4K0.01%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,291 shares; 2025Q4: 106,668 shares; 2026Q1: 107,313 shares; 2026Q2: not reported; 2026Q3: 22 shares 22$1.79K<0.01%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
SHYISHARES TR COMprincipal120,421$9.78M-1,493
LQDISHARES TR SHSprincipal35,302$3.61M-698
IEFISHARES TR 7-10 YR TRSY BDprincipal32,292$2.88M-1,119

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TECLDIREXION SHARES ETF TRUST1,100$254Kshares
GOOGLALPHABET INC581$208Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-001113 base2026-10-08

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002085853-26-001113 Quarter ended 2026-09-302026-10-08
13F-HR 0002085853-26-000680 Quarter ended 2026-06-302026-07-09acceptance time not in the bulk data set
13F-HR 0002085853-26-000343 Quarter ended 2026-03-312026-04-13acceptance time not in the bulk data set
13F-HR 0002085853-26-000024 Quarter ended 2025-12-312026-01-09acceptance time not in the bulk data set
13F-HR 0002085853-25-000014 Quarter ended 2025-09-302025-10-06acceptance time not in the bulk data set
13F-HR 0001667731-25-000739 Quarter ended 2025-06-302025-07-07acceptance time not in the bulk data set
13F-HR 0001667731-25-000622 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001667731-25-000618 Quarter ended 2024-12-312025-05-13acceptance time not in the bulk data set