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LWM ADVISORS INC

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

LWM ADVISORS INC reported $113,699,107 across 29 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-09. Its ten largest share positions make up 91.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000024

Period
2025-12-31
Reported value
$114M
Holdings
29
Top 10 weight
91.21%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWDadded+1,505$317K
IEFAnew+3,210$287K
IWSadded+997$141K
IWNadded+759$138K
IWPadded+918$126K

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-573-$271K
VOOexited-358-$219K
AAPLreduced-347-$94.3K
EEMreduced-1,196-$65.4K
EFAreduced-532-$51.1K

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, Q4 2025

Share positions as resolved from 13F-HR 0002085853-26-000024, largest first. % of portfolio is the value over $113,699,107, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,408 shares; 2025Q1: 114,781 shares; 2025Q2: 114,359 shares; 2025Q3: 115,975 shares; 2025Q4: 117,480 shares 117,480$24.7M21.73%+1,505Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,186 shares; 2025Q1: 52,011 shares; 2025Q2: 51,404 shares; 2025Q3: 50,303 shares; 2025Q4: 49,730 shares 49,730$23.5M20.7%-573Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,889 shares; 2025Q1: 142,650 shares; 2025Q2: 143,148 shares; 2025Q3: 142,901 shares; 2025Q4: 142,369 shares 142,369$13.7M12.02%-532Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,291 shares; 2025Q4: 106,668 shares 106,668$8.83M7.77%+1,377Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,071 shares; 2025Q1: 22,150 shares; 2025Q2: 21,860 shares; 2025Q3: 22,215 shares; 2025Q4: 22,554 shares 22,554$7.29M6.41%+339Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,179 shares; 2025Q1: 36,609 shares; 2025Q2: 36,227 shares; 2025Q3: 37,400 shares; 2025Q4: 38,159 shares 38,159$6.91M6.08%+759Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,825 shares; 2025Q1: 108,099 shares; 2025Q2: 108,110 shares; 2025Q3: 107,516 shares; 2025Q4: 106,320 shares 106,320$5.82M5.12%-1,196Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,957 shares; 2025Q1: 32,137 shares; 2025Q2: 32,126 shares; 2025Q3: 33,157 shares; 2025Q4: 34,154 shares 34,154$4.82M4.24%+997Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,467 shares; 2025Q1: 32,348 shares; 2025Q2: 32,272 shares; 2025Q3: 31,898 shares; 2025Q4: 32,816 shares 32,816$4.49M3.95%+918Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,747 shares; 2025Q4: 32,884 shares 32,884$3.62M3.19%+137Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,932 shares; 2025Q4: 29,153 shares 29,153$2.8M2.47%+221Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,240 shares; 2025Q1: 5,203 shares; 2025Q2: 5,195 shares; 2025Q3: 4,292 shares; 2025Q4: 3,945 shares 3,945$1.07M0.94%-347Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares 4,352$561K0.49%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares 1,279$528K0.46%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,431 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares; 2025Q4: 3,306 shares 3,306$467K0.41%0Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares 1,434$398K0.35%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares 2,753$390K0.34%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 577 shares 577$354K0.31%+62Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,010 shares; 2025Q2: 12,017 shares; 2025Q3: 11,501 shares; 2025Q4: 11,509 shares 11,509$341K0.3%+8Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,897 shares; 2025Q4: 1,899 shares 1,899$337K0.3%+2Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares 4,517$332K0.29%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares 1,182$330K0.29%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares 1,544$327K0.29%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,362 shares; 2025Q2: 10,363 shares; 2025Q3: 9,787 shares; 2025Q4: 9,788 shares 9,788$319K0.28%+1Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,834 shares; 2025Q4: 6,834 shares 6,834$314K0.28%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares 3,210$287K0.25%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares 1,538$287K0.25%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares 942$285K0.25%0Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares 3,588$261K0.23%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
VOOVANGUARD INDEX FDS358$219Kshares

How Q4 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 0002085853-26-000024 base2026-01-09acceptance time not in the bulk data set