13F HOLDINGS REPORT
LWM ADVISORS INC
Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0002085853-25-000014
Total Value
$111.3M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287598 | 115,975 | $23.6M | 21.21% |
| 2 | ISHARES TR | 464287614 | 50,303 | $23.6M | 21.16% |
| 3 | ISHARES TR | 464287465 | 142,901 | $13.3M | 11.98% |
| 4 | ISHARES TR | 464287457 | 105,291 | $8.7M | 7.85% |
| 5 | ISHARES TR | 464287648 | 22,215 | $7.1M | 6.39% |
| 6 | ISHARES TR | 464287630 | 37,400 | $6.6M | 5.94% |
| 7 | ISHARES TR | 464287234 | 107,516 | $5.7M | 5.16% |
| 8 | ISHARES TR | 464287473 | 33,157 | $4.6M | 4.16% |
| 9 | ISHARES TR | 464287481 | 31,898 | $4.5M | 4.08% |
| 10 | ISHARES TR | 464287242 | 32,747 | $3.7M | 3.28% |
| 11 | ISHARES TR | 464287440 | 28,932 | $2.8M | 2.51% |
| 12 | APPLE INC | AAPL | 4,292 | $1.1M | 0.98% |
| 13 | ISHARES TR | 464288570 | 4,352 | $548,134 | 0.49% |
| 14 | VANGUARD WORLD FD | 921910816 | 1,279 | $514,695 | 0.46% |
| 15 | VANGUARD WORLD FD | 921910840 | 3,306 | $455,368 | 0.41% |
| 16 | SPDR SERIES TRUST | 78464A102 | 1,434 | $390,377 | 0.35% |
| 17 | ISHARES TR | 464288257 | 2,753 | $380,575 | 0.34% |
| 18 | VANGUARD INDEX FDS | 922908538 | 1,182 | $347,197 | 0.31% |
| 19 | SCHWAB STRATEGIC TR | 808524409 | 11,501 | $334,793 | 0.30% |
| 20 | VANGUARD INDEX FDS | 922908512 | 1,897 | $331,160 | 0.30% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,517 | $322,377 | 0.29% |
| 22 | VANGUARD INDEX FDS | 922908611 | 1,544 | $322,249 | 0.29% |
| 23 | SCHWAB STRATEGIC TR | 808524300 | 9,787 | $312,301 | 0.28% |
| 24 | INVESCO QQQ TR | IVZ | 515 | $309,190 | 0.28% |
| 25 | ISHARES TR | 46435U663 | 6,834 | $308,076 | 0.28% |
| 26 | NVIDIA CORPORATION | NVDA | 1,538 | $286,965 | 0.26% |
| 27 | VANGUARD INDEX FDS | 922908595 | 942 | $280,357 | 0.25% |
| 28 | ISHARES INC | 46434G764 | 3,588 | $242,226 | 0.22% |
| 29 | VANGUARD INDEX FDS | 922908363 | 358 | $218,953 | 0.20% |