Data as of Q4 2025 (Dec 31, 2025)

LWM ADVISORS INC

•CIK: 2067328•Filing: Q4 2025

**LWM ADVISORS INC** manages $114M across a concentrated portfolio of 29 positions. The strategy exhibits significant overweighting in international and fixed-income exposure, highlighted by top holdings in IWD ($24.7M) and IWF ($23.5M). Further allocations include substantial positions in EFA ($13.7M) and SHY ($8.8M). This structure suggests a tactical tilt toward global equity diversification and defensive fixed-income assets.

Total AUM
$113.7M
QoQ Performance
+2.1%
Positions
10
Top 10 Concentration
91.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IWD
IWF
EFA
SHY
IWO
IWN
EEM
IWD21.7%
IWF20.7%
EFA12.0%
SHY7.8%
IWO6.4%
IWN6.1%
EEM5.1%
IWS4.2%

📈 Biggest Buys

IWD
ISHARES TR
+1.3%
21.7% of portfolio
IEFA
ISHARES TR
NEW
0.3% of portfolio
IWS
ISHARES TR
+3.0%
4.2% of portfolio
IWN
ISHARES TR
+2.0%
6.1% of portfolio
IWP
ISHARES TR
+2.9%
4.0% of portfolio

📉 Biggest Sells

IWF
ISHARES TR
-1.1%
20.7% of portfolio
AAPL
APPLE INC
-8.1%
0.9% of portfolio
EEM
ISHARES TR
-1.1%
5.1% of portfolio
EFA
ISHARES TR
-0.4%
12.0% of portfolio

Sector Breakdown

Other98.8%
Technology1.2%

🚪 Exited Positionssold since Q3 2025

VOO
VANGUARD INDEX FDS
SOLD
$219.0K

Changes from Q3 2025

NEW1 new position
↑12 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

IWD21.7%
ISHARES TR
$24.7M
IWF20.7%
ISHARES TR
$23.5M
EFA12.0%
ISHARES TR
$13.7M
SHY7.8%
ISHARES TR
$8.8M
IWO6.4%
ISHARES TR
$7.3M

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