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LWM ADVISORS INC

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

LWM ADVISORS INC reported $115,274,292 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 90.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000343

Period
2026-03-31
Reported value
$115M
Holdings
31
Top 10 weight
90.52%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWDadded+7,814$1.67M
IWFadded+2,010$857K
IEFAadded+6,445$583K
IEMGnew+5,404$377K
IWOadded+706$222K

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
IWPreduced-1,817-$233K
IWSreduced-1,431-$209K
EFAreduced-1,699-$165K
EEMreduced-2,450-$139K
QQQreduced-88-$50.8K

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, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000343, largest first. % of portfolio is the value over $115,274,292, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,408 shares; 2025Q1: 114,781 shares; 2025Q2: 114,359 shares; 2025Q3: 115,975 shares; 2025Q4: 117,480 shares; 2026Q1: 125,294 shares 125,294$26.8M23.22%+7,814Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,186 shares; 2025Q1: 52,011 shares; 2025Q2: 51,404 shares; 2025Q3: 50,303 shares; 2025Q4: 49,730 shares; 2026Q1: 51,740 shares 51,740$22.1M19.14%+2,010Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,889 shares; 2025Q1: 142,650 shares; 2025Q2: 143,148 shares; 2025Q3: 142,901 shares; 2025Q4: 142,369 shares; 2026Q1: 140,670 shares 140,670$13.7M11.85%-1,699Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,291 shares; 2025Q4: 106,668 shares; 2026Q1: 107,313 shares 107,313$8.86M7.69%+645Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,179 shares; 2025Q1: 36,609 shares; 2025Q2: 36,227 shares; 2025Q3: 37,400 shares; 2025Q4: 38,159 shares; 2026Q1: 38,781 shares 38,781$7.35M6.38%+622Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,071 shares; 2025Q1: 22,150 shares; 2025Q2: 21,860 shares; 2025Q3: 22,215 shares; 2025Q4: 22,554 shares; 2026Q1: 23,260 shares 23,260$7.3M6.33%+706Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,825 shares; 2025Q1: 108,099 shares; 2025Q2: 108,110 shares; 2025Q3: 107,516 shares; 2025Q4: 106,320 shares; 2026Q1: 103,870 shares 103,870$5.9M5.12%-2,450Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,957 shares; 2025Q1: 32,137 shares; 2025Q2: 32,126 shares; 2025Q3: 33,157 shares; 2025Q4: 34,154 shares; 2026Q1: 32,723 shares 32,723$4.77M4.14%-1,431Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,467 shares; 2025Q1: 32,348 shares; 2025Q2: 32,272 shares; 2025Q3: 31,898 shares; 2025Q4: 32,816 shares; 2026Q1: 30,999 shares 30,999$3.97M3.45%-1,817Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,747 shares; 2025Q4: 32,884 shares; 2026Q1: 33,945 shares 33,945$3.7M3.21%+1,061Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,932 shares; 2025Q4: 29,153 shares; 2026Q1: 29,576 shares 29,576$2.82M2.45%+423Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,240 shares; 2025Q1: 5,203 shares; 2025Q2: 5,195 shares; 2025Q3: 4,292 shares; 2025Q4: 3,945 shares; 2026Q1: 3,946 shares 3,946$1M0.87%+1Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 9,655 shares 9,655$874K0.76%+6,445Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares; 2026Q1: 4,352 shares 4,352$527K0.46%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,431 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares; 2025Q4: 3,306 shares; 2026Q1: 3,326 shares 3,326$482K0.42%+20Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,280 shares 1,280$470K0.41%+1Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares 2,753$381K0.33%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,404 shares 5,404$377K0.33%newTimeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares 1,434$366K0.32%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,897 shares; 2025Q4: 1,899 shares; 2026Q1: 1,917 shares 1,917$353K0.31%+18Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,010 shares; 2025Q2: 12,017 shares; 2025Q3: 11,501 shares; 2025Q4: 11,509 shares; 2026Q1: 11,515 shares 11,515$351K0.3%+6Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,517 shares; 2025Q4: 4,517 shares; 2026Q1: 4,517 shares 4,517$339K0.29%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,547 shares 1,547$336K0.29%+3Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,834 shares; 2025Q4: 6,834 shares; 2026Q1: 6,834 shares 6,834$321K0.28%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,210 shares 1,210$311K0.27%+28Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,362 shares; 2025Q2: 10,363 shares; 2025Q3: 9,787 shares; 2025Q4: 9,788 shares; 2026Q1: 9,790 shares 9,790$285K0.25%+2Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares 942$285K0.25%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 577 shares; 2026Q1: 489 shares 489$282K0.24%-88Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares 3,588$282K0.24%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,543 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares 1,538$268K0.23%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985$208K0.18%newTimeline

How Q1 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 0002085853-26-000343 base2026-04-13acceptance time not in the bulk data set