LWM ADVISORS INC

El Dorado Hills, CA · CIK 2067328 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEl Dorado Hills, CA

$134.1m reported value +16.3% vs Q1 2026

37positions

89.3%in top 10

9 new 9 added 15 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 VAL ETF IWD	IWD	127,487	$30.9m23.05%	23.05%	Added +2.2k	+2,193 1.8%
2	ISHARES TR RUS 1000 GRW ETF IWF	IWF	209,701	$26.0m19.42%	19.42%	Added +2.7k	+2,741 1.3%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	139,800	$14.5m10.83%	10.83%	Reduced -870	-870 -0.6%
4	ISHARES TR 1 3 YR TREAS BD · principal SHY · principal	SHY	121,914	$10.0m7.46%	7.46%	New
5	ISHARES TR RUS 2000 GRW ETF IWO	IWO	23,160	$9.1m6.80%	6.80%	Reduced -100	-100 -0.4%
6	ISHARES TR RUS 2000 VAL ETF IWN	IWN	38,500	$8.5m6.35%	6.35%	Reduced -281	-281 -0.7%
7	ISHARES TR MSCI EMG MKT ETF EEM	EEM	100,573	$6.9m5.13%	5.13%	Reduced -3.3k	-3,297 -3.2%
8	ISHARES TR RUS MDCP VAL ETF IWS	IWS	31,446	$5.2m3.86%	3.86%	Reduced -1.3k	-1,277 -3.9%
9	ISHARES TR RUS MD CP GR ETF IWP	IWP	31,550	$4.6m3.44%	3.44%	Added +551	+551 1.8%
10	ISHARES TR IBOXX INV CP ETF · principal LQD · principal	LQD	36,000	$3.9m2.93%	2.93%	New
11	ISHARES TR 7-10 YR TRSY BD · principal IEF · principal	IEF	33,411	$3.2m2.36%	2.36%	New
12	ISHARES TR CORE MSCI EAFE IEFA	IEFA	13,362	$1.3m0.96%	0.96%	Added +3.7k	+3,707 38.4%
13	APPLE INC COM AAPL	AAPL	3,948	$1.1m0.85%	0.85%	Added +2	+2 0.1%
14	ISHARES TR MSCI KLD400 SOC DSI	DSI	4,352	$619.7k0.46%	0.46%	Unchanged
15	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,184	$595.1k0.44%	0.44%	Added +1.8k	+1,780 32.9%
16	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	1,434	$560.2k0.42%	0.42%	Unchanged
17	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	5,927	$521.0k0.39%	0.39%	Reduced -473	-473 -7.4%
18	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	3,180	$519.8k0.39%	0.39%	Reduced -146	-146 -4.4%
19	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,723	$427.4k0.32%	0.32%	Reduced -30	-30 -1.1%
20	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	11,529	$401.3k0.30%	0.30%	Added +14	+14 0.1%
21	ISHARES TR ESG AWARE MSCI ESML	ESML	6,834	$382.2k0.29%	0.29%	Unchanged
22	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	1,224	$375.1k0.28%	0.28%	Added +14	+14 1.2%
23	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,878	$371.2k0.28%	0.28%	Reduced -39	-39 -2.0%
24	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,509	$366.7k0.27%	0.27%	Reduced -38	-38 -2.5%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	476	$350.5k0.26%	0.26%	Reduced -13	-13 -2.7%
26	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,950	$330.8k0.25%	0.25%	Reduced -567	-567 -12.6%
27	ISHARES INC MSCI EMRG CHN EMXC	EMXC	3,141	$321.3k0.24%	0.24%	Reduced -447	-447 -12.5%
28	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	9,331	$315.8k0.24%	0.24%	Reduced -459	-459 -4.7%
29	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	851	$311.2k0.23%	0.23%	Reduced -91	-91 -9.7%
30	NVIDIA CORPORATION COM NVDA	NVDA	1,538	$307.8k0.23%	0.23%	Unchanged
31	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	571	$272.7k0.20%	0.20%	New
32	ADVANCED MICRO DEVICES INC COM AMD	AMD	447	$259.7k0.19%	0.19%	New
33	DIREXION SHS ETF TR DLY TECH BULL 3X TECL	TECL	1,100	$253.8k0.19%	0.19%	New
34	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,319	$251.3k0.19%	0.19%	New
35	CARDINAL HEALTH INC COM CAH	CAH	1,028	$244.2k0.18%	0.18%	Added +43	+43 4.4%
36	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	361	$231.1k0.17%	0.17%	New
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	581	$207.6k0.15%	0.15%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR SHY	SHY	107,313	$8.9m107.3k shares
ISHARES TR LQD	LQD	33,945	$3.7m33.9k shares
ISHARES TR IEF	IEF	29,576	$2.8m29.6k shares