Skip to content
Disclosery

LWM ADVISORS INC

Follow

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

LWM ADVISORS INC reported $103,972,212 across 29 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-07. Its ten largest share positions make up 91.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000739

Period
2025-06-30
Reported value
$104M
Holdings
29
Top 10 weight
91.08%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+1,543$244K
EFAadded+498$44.5K
EEMadded+11$530
SCHVadded+7$193
SCHGadded+1$29

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
IWFreduced-607-$258K
IWOreduced-290-$82.9K
IWDreduced-422-$82K
IWNreduced-382-$60.3K
IWPreduced-76-$10.5K

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, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-000739, largest first. % of portfolio is the value over $103,972,212, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,408 shares; 2025Q1: 114,781 shares; 2025Q2: 114,359 shares 114,359$22.2M21.36%-422Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,186 shares; 2025Q1: 52,011 shares; 2025Q2: 51,404 shares 51,404$21.8M20.99%-607Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,889 shares; 2025Q1: 142,650 shares; 2025Q2: 143,148 shares 143,148$12.8M12.31%+498Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,071 shares; 2025Q1: 22,150 shares; 2025Q2: 21,860 shares 21,860$6.25M6.01%-290Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,179 shares; 2025Q1: 36,609 shares; 2025Q2: 36,227 shares 36,227$5.72M5.5%-382Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,825 shares; 2025Q1: 108,099 shares; 2025Q2: 108,110 shares 108,110$5.22M5.02%+11Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,467 shares; 2025Q1: 32,348 shares; 2025Q2: 32,272 shares 32,272$4.48M4.3%-76Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,957 shares; 2025Q1: 32,137 shares; 2025Q2: 32,126 shares 32,126$4.25M4.08%-11Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,240 shares; 2025Q1: 5,203 shares; 2025Q2: 5,195 shares 5,195$1.07M1.03%-8Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares 4,425$514K0.49%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares 1,284$470K0.45%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,431 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares 3,306$434K0.42%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares 2,753$354K0.34%0Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares 1,434$340K0.33%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares 1,184$337K0.32%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,010 shares; 2025Q2: 12,017 shares 12,017$333K0.32%+7Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares 1,896$312K0.3%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares 4,523$304K0.29%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,362 shares; 2025Q2: 10,363 shares 10,363$303K0.29%+1Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares 1,545$301K0.29%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 515 shares; 2025Q2: 515 shares 515$284K0.27%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares 6,490$268K0.26%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 942 shares; 2025Q2: 942 shares 942$261K0.25%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares 1,543$244K0.23%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 402 shares; 2025Q2: 402 shares 402$228K0.22%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares 3,588$227K0.22%0Timeline

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 COMprincipal102,102$8.46M+2,928
LQDISHARES TR SHSprincipal31,988$3.51M+496
IEFISHARES TR 7-10 YR TRSY BDprincipal28,125$2.69M+411

How Q2 2025 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 0001667731-25-000739 base2025-07-07acceptance time not in the bulk data set