StockDriftsStockDriftsTop 37 Lwm Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 23.05% | 127.5K | $30.9M | +1.75%(+2.19K) | $190.01(+36.02%) | 2026-06-30 | |
| IWF | ISHARES TR | 19.42% | 209.7K | $26.0M | +1.32%(+2.74K) | $97.50(+28.51%) | 2026-06-30 | |
| EFA | ISHARES TR | 10.83% | 139.8K | $14.5M | -0.62%(-870) | $79.64(+36.29%) | 2026-06-30 | |
| SHY | ISHARES TR | 7.46% | 121.9K | $10.0M | +13.61%(+14.60K) | $82.55(-0.80%) | 2026-06-30 | |
| IWO | ISHARES TR | 6.8% | 23.2K | $9.1M | -0.43%(-100) | $287.63(+35.54%) | 2026-06-30 | |
| IWN | ISHARES TR | 6.35% | 38.5K | $8.5M | -0.72%(-281) | $166.05(+35.70%) | 2026-06-30 | |
| EEM | ISHARES TR | 5.13% | 100.6K | $6.9M | -3.17%(-3.30K) | $43.83(+49.96%) | 2026-06-30 | |
| IWS | ISHARES TR | 3.86% | 31.4K | $5.2M | -3.90%(-1.28K) | $131.21(+30.69%) | 2026-06-30 | |
| IWP | ISHARES TR | 3.44% | 31.6K | $4.6M | +1.78%(+551) | $122.73(+17.72%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.93% | 36.0K | $3.9M | +6.05%(+2.06K) | $109.84(-3.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.70% |
Lwm Advisors INC reports $134.11M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are IWD (23.1%), IWF (19.4%) and EFA (10.8%). The top 20 holdings account for 96.16% of reported assets. Its disclosed equity book has returned +27.16% cumulatively over 6 quarters. Figures reflect the Q2 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