13F HOLDINGS REPORT
LWM ADVISORS INC
Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001667731-25-000739
Total Value
$104.0M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287598 | 114,359 | $22.2M | 21.36% |
| 2 | ISHARES TR | 464287614 | 51,404 | $21.8M | 20.99% |
| 3 | ISHARES TR | 464287465 | 143,148 | $12.8M | 12.31% |
| 4 | ISHARES TR | 464287457 | 102,102 | $8.5M | 8.14% |
| 5 | ISHARES TR | 464287648 | 21,860 | $6.2M | 6.01% |
| 6 | ISHARES TR | 464287630 | 36,227 | $5.7M | 5.50% |
| 7 | ISHARES TR | 464287234 | 108,110 | $5.2M | 5.02% |
| 8 | ISHARES TR | 464287481 | 32,272 | $4.5M | 4.30% |
| 9 | ISHARES TR | 464287473 | 32,126 | $4.2M | 4.08% |
| 10 | ISHARES TR | 464287242 | 31,988 | $3.5M | 3.37% |
| 11 | ISHARES TR | 464287440 | 28,125 | $2.7M | 2.59% |
| 12 | APPLE INC | AAPL | 5,195 | $1.1M | 1.03% |
| 13 | ISHARES TR | 464288570 | 4,425 | $514,008 | 0.49% |
| 14 | VANGUARD WORLD FD | 921910816 | 1,284 | $470,162 | 0.45% |
| 15 | VANGUARD WORLD FD | 921910840 | 3,306 | $433,747 | 0.42% |
| 16 | ISHARES TR | 464288257 | 2,753 | $354,036 | 0.34% |
| 17 | SPDR SERIES TRUST | 78464A102 | 1,434 | $340,259 | 0.33% |
| 18 | VANGUARD INDEX FDS | 922908538 | 1,184 | $336,614 | 0.32% |
| 19 | SCHWAB STRATEGIC TR | 808524409 | 12,017 | $332,509 | 0.32% |
| 20 | VANGUARD INDEX FDS | 922908512 | 1,896 | $311,821 | 0.30% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,523 | $304,035 | 0.29% |
| 22 | SCHWAB STRATEGIC TR | 808524300 | 10,363 | $302,696 | 0.29% |
| 23 | VANGUARD INDEX FDS | 922908611 | 1,545 | $301,291 | 0.29% |
| 24 | INVESCO QQQ TR | IVZ | 515 | $284,096 | 0.27% |
| 25 | ISHARES TR | 46435U663 | 6,490 | $268,232 | 0.26% |
| 26 | VANGUARD INDEX FDS | 922908595 | 942 | $260,877 | 0.25% |
| 27 | NVIDIA CORPORATION | NVDA | 1,543 | $243,782 | 0.23% |
| 28 | VANGUARD INDEX FDS | 922908363 | 402 | $228,366 | 0.22% |
| 29 | ISHARES INC | 46434G764 | 3,588 | $226,547 | 0.22% |