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LWM ADVISORS INC

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

LWM ADVISORS INC reported $134,110,628 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 89.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000680

Period
2026-06-30
Reported value
$134M
Holdings
37
Top 10 weight
89.27%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+157,961$19.6M
IWDadded+2,193$532K
MGKadded+4,647$409K
IEFAadded+3,707$358K
TSMnew+571$273K

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
SHYexited-107,313-$8.86M
LQDexited-33,945-$3.7M
IEFexited-29,576-$2.82M
EEMreduced-3,297-$226K
IWSreduced-1,277-$210K

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 2026

Share positions as resolved from 13F-HR 0002085853-26-000680, largest first. % of portfolio is the value over $134,110,628, 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; 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; 2026Q2: 127,487 shares 127,487$30.9M23.05%+2,193Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 209,701 shares 209,701$26M19.42%+157,961Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 139,800 shares 139,800$14.5M10.83%-870Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,160 shares 23,160$9.12M6.8%-100Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,500 shares 38,500$8.52M6.35%-281Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 100,573 shares 100,573$6.88M5.13%-3,297Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,446 shares 31,446$5.18M3.86%-1,277Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,550 shares 31,550$4.62M3.44%+551Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 9,655 shares; 2026Q2: 13,362 shares 13,362$1.29M0.96%+3,707Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,948 shares 3,948$1.14M0.85%+2Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,352 shares 4,352$620K0.46%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,404 shares; 2026Q2: 7,184 shares 7,184$595K0.44%+1,780Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,434 shares 1,434$560K0.42%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,927 shares 5,927$521K0.39%+4,647Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,180 shares 3,180$520K0.39%-146Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,723 shares 2,723$427K0.32%-30Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,529 shares 11,529$401K0.3%+14Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,834 shares 6,834$382K0.29%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,224 shares 1,224$375K0.28%+14Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,878 shares 1,878$371K0.28%-39Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,509 shares 1,509$367K0.27%-38Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 577 shares; 2026Q1: 489 shares; 2026Q2: 476 shares 476$351K0.26%-13Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,950 shares 3,950$331K0.25%-567Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,141 shares 3,141$321K0.24%-447Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,331 shares 9,331$316K0.24%-459Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 851 shares 851$311K0.23%-91Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 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 1,538$308K0.23%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571$273K0.2%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447$260K0.19%newTimeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100$254K0.19%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares 1,319$251K0.19%newTimeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,028 shares 1,028$244K0.18%+43Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361 shares 361$231K0.17%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581$208K0.15%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 COMprincipal121,914$10Mnew
LQDISHARES TR SHSprincipal36,000$3.93Mnew
IEFISHARES TR 7-10 YR TRSY BDprincipal33,411$3.16Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
SHYISHARES TR107,313$8.86Mshares
LQDISHARES TR33,945$3.7Mshares
IEFISHARES TR29,576$2.82Mshares

How Q2 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 0002085853-26-000680 base2026-07-09acceptance time not in the bulk data set