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LWM Advisors Portfolio holdings

AUM $134M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
+1.62%
1 Year Est. Return
+22.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$2.37M
Cap. Flow
+$599K
Cap. Flow %
0.53%
Top 10 Hldgs %
91.21%
Holding
30
New
1
Increased
12
Reduced
4
Closed
1

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$311K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$284K
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$139K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$136K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$128K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$271K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K
3
AAPL icon
Apple
AAPL
+$93.2K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$65K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$50.5K

Sector Composition

Rank Sector Weight
1 Technology 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$187B
$287K 0.25%
+3,210
New +$284K
NVDA icon
27
NVIDIA
NVDA
$4.77T
$287K 0.25%
1,538
– –
VBK icon
28
Vanguard Small-Cap Growth ETF
VBK
$23.1B
$285K 0.25%
942
– –
EMXC icon
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$261K 0.23%
3,588
– –
VOO icon
30
Vanguard S&P 500 ETF
VOO
$966B
– –
-358
Closed -$219K
1
2

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AFW
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LWM Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, LWM Advisors held 30 positions worth $114M, up 2.1% from $111M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

LWM Advisors's Q4 2025 filing shows 1 new, 12 increased, 4 reduced and 1 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 3,210 shares worth $287K. The largest sale was iShares Russell 1000 Growth ETF, an estimated $271K.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, down from 1.2% a quarter earlier.

  • LWM Advisors's largest Q4 2025 buy was iShares Core MSCI EAFE ETF: 3,210 shares worth $287K.
  • LWM Advisors added most to iShares Russell 1000 Value ETF in Q4 2025, an estimated $311K increase.
  • LWM Advisors's biggest Q4 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $271K.
  • LWM Advisors fully exited Vanguard S&P 500 ETF in Q4 2025, selling an estimated $219K.
  • LWM Advisors's ten largest holdings make up 91% of its $114M portfolio in Q4 2025.
  • LWM Advisors opened 1 new position and closed 1 in Q4 2025.
  • LWM Advisors's portfolio value rose 2.1% quarter-over-quarter to $114M.

Based on LWM Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.