StockDriftsStockDriftsTop 38 Lwm Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 23.49% | 125.5K | $31.1M | -1.57%(-2.00K) | $190.01(+34.43%) | 2026-09-30 | |
| IWF | ISHARES TR | 19.73% | 208.7K | $26.1M | -0.50%(-1.04K) | $97.92(+25.21%) | 2026-09-30 | |
| EFA | ISHARES TR | 10.98% | 140.0K | $14.5M | +0.16%(+223) | $79.68(+29.10%) | 2026-09-30 | |
| SHY | ISHARES TR | 7.38% | 120.4K | $9.8M | -1.21%(-1.47K) | $82.55(-1.50%) | 2026-09-30 | |
| IWO | ISHARES TR | 6.16% | 22.9K | $8.2M | -1.26%(-292) | $287.63(+19.05%) | 2026-09-30 | |
| IWN | ISHARES TR | 5.99% | 37.9K | $7.9M | -1.67%(-644) | $166.05(+25.18%) | 2026-09-30 | |
| EEM | ISHARES TR | 5.07% | 100.5K | $6.7M | -0.09%(-91) | $43.83(+44.45%) | 2026-09-30 | |
| IWS | ISHARES TR | 3.83% | 31.5K | $5.1M | +0.31%(+98) | $131.31(+25.80%) | 2026-09-30 | |
| IWP | ISHARES TR | 3.41% | 32.8K | $4.5M | +4.01%(+1.26K) | $123.48(+9.08%) | 2026-09-30 | |
| LQD | ISHARES TR | 2.73% | 35.4K | $3.6M | -1.68%(-606) | $109.84(-6.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.38% |
Lwm Advisors INC reports $132.48M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IWD (23.5%), IWF (19.7%) and EFA (11.0%). The top 20 holdings account for 95.94% of reported assets. Its disclosed equity book has returned +25.88% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lwm Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067328). View Lwm Advisors INC’s 13F filings on SEC