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Showing Q4 2023 data
LWS Wealth Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
LWS Wealth Advisors, Inc.
โขCIK: 1801634โขFiling: Q4 2023
**LWS Wealth Advisors, Inc.** manages $266M across a diversified portfolio of 65 positions. The strategy exhibits a notable tilt toward core global equity exposure, evidenced by top holdings including IVV ($24.7M) and IEFA ($21.6M). Significant allocations are also directed toward sector-specific themes, with VIG ($19.8M) and STIP ($18.6M) anchoring key segments. This structure suggests a disciplined, multi-asset approach targeting established market leaders.
Total AUM
$266.3M
QoQ Performance
N/A
Positions
25
Top 10 Concentration
59.1%
Latest Filing
Q4 2023
Top Holdings Allocation
IVV
IEFA
VIG
STIP
IVE
IEMG
MBB
IVV9.3%
IEFA8.1%
VIG7.4%
STIP7.0%
IVE5.6%
IEMG5.3%
MBB5.1%
PSCI4.1%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.7%
ETF10.2%
Technology0.8%
Industrial0.3%