LWM Advisors Inc holds a concentrated book of 37 reported positions worth $134.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Ishares Msci Eafe ETF. Their largest long position is Ishares Russell 1000 Value E at 23% of the reported non-option book. Cloning the disclosed picks since 2025 would be +27% (+19.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning LWM Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LWM Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Shanda Asset Management Holdings Ltd | 3 / 37 | $1.8B |
| Ryan Investment Management, Inc. | 7 / 37 | $151.8M |
| Ketron Financial | 7 / 37 | $220.6M |
| Northern Capital Management, Inc. | 8 / 37 | $158.3M |
| Summa Corp. | 14 / 37 | $211.4M |
| Hoffman, Alan N Investment Management | 5 / 37 | $112.2M |
| Prospect Hill Management, LLC | 3 / 37 | $168.8M |
| Granger Management LLC | 3 / 37 | $209.6M |
Ranked by the share of each fund's own book sitting in the names it shares with LWM Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 VAL ETF | $30.9M | 127.5K | 23.0% | ▲+1.8% Added · +2K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $26.0M | 209.7K | 19.4% | ▲+305% Added · +158K sh | |
| 3 | Ishares TR MSCI EAFE ETF | $14.5M | 139.8K | 10.8% | ▼−0.6% Reduced · −870 sh | |
| 4 | Ishares TR 1 3 YR TREAS BD | $10.0M | 121.9K | 7.5% | ▲+14% Added · +15K sh | |
| 5 | Ishares TR RUS 2000 GRW ETF | $9.1M | 23.2K | 6.8% | ▼−0.4% Reduced · −100 sh | |
| 6 | Ishares TR RUS 2000 VAL ETF | $8.5M | 38.5K | 6.4% | ▼−0.7% Reduced · −281 sh | |
| 7 | Ishares TR MSCI EMG MKT ETF | $6.9M | 100.6K | 5.1% | ▼−3.2% Reduced · −3K sh | |
| 8 | Ishares TR RUS MDCP VAL ETF | $5.2M | 31.4K | 3.9% | ▼−3.9% Reduced · −1K sh | |
| 9 | Ishares TR RUS MD CP GR ETF | $4.6M | 31.6K | 3.4% | ▲+1.8% Added · +551 sh | |
| 10 | Ishares TR IBOXX INV CP ETF | $3.9M | 36.0K | 2.9% | ▲+6.0% Added · +2K sh | |
| 11 | Ishares TR 7-10 YR TRSY BD | $3.2M | 33.4K | 2.4% | ▲+13% Added · +4K sh | |
| 12 | Ishares TR CORE MSCI EAFE | $1.3M | 13.4K | 1.0% | ▲+38% Added · +4K sh | |
| 13 | Apple Inc COM | $1.1M | 3.9K | 0.9% | ▲+0.1% Added · +2 sh | |
| 14 | Ishares TR ESG MSCI KLD ETF | $620K | 4.4K | 0.5% | —Held | |
| 15 | Ishares Inc CORE MSCI EMKT | $595K | 7.2K | 0.4% | ▲+33% Added · +2K sh | |
| 16 | SPDR Series Trust ST STR NYSE TECH | $560K | 1.4K | 0.4% | —Held | |
| 17 | Vanguard World FD MEGA GRWTH IND | $521K | 5.9K | 0.4% | ▲+363% Added · +5K sh | |
| 18 | Vanguard World FD MEGA CAP VAL ETF | $520K | 3.2K | 0.4% | ▼−4.4% Reduced · −146 sh | |
| 19 | Ishares TR MSCI ACWI ETF | $427K | 2.7K | 0.3% | ▼−1.1% Reduced · −30 sh | |
| 20 | Schwab Strategic TR US LCAP VA ETF | $401K | 11.5K | 0.3% | ▲+0.1% Added · +14 sh | |
| 21 | Ishares TR ESG AWARE MSCI | $382K | 6.8K | 0.3% | —Held | |
| 22 | Vanguard Index FDS MCAP GR IDXVIP | $375K | 1.2K | 0.3% | ▲+1.1% Added · +14 sh | |
| 23 | Vanguard Index FDS MCAP VL IDXVIP | $371K | 1.9K | 0.3% | ▼−2.0% Reduced · −39 sh | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $367K | 1.5K | 0.3% | ▼−2.5% Reduced · −38 sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $351K | 476 | 0.3% | ▼−2.6% Reduced · −13 sh | |
| 26 | Vanguard Intl Equity Index F ALLWRLD EX US | $331K | 4.0K | 0.2% | ▼−13% Reduced · −567 sh | |
| 27 | Ishares Inc MSCI EMRG CHN | $321K | 3.1K | 0.2% | ▼−12% Reduced · −447 sh | |
| 28 | Schwab Strategic TR US LCAP GR ETF | $316K | 9.3K | 0.2% | ▼−4.7% Reduced · −459 sh | |
| 29 | Vanguard Index FDS SML CP GRW ETF | $311K | 851 | 0.2% | ▼−9.7% Reduced · −91 sh | |
| 30 | Nvidia Corporation COM | $308K | 1.5K | 0.2% | —Held | |
| 31 | Taiwan Semiconductor Manufac SPONSORED ADS | $273K | 571 | 0.2% | ▲New New position | |
| 32 | Advanced Micro Devices Inc COM | $260K | 447 | 0.2% | ▲New New position | |
| 33 | Direxion Shares ETF Trust DA TE BU 3X ETF | $254K | 1.1K | 0.2% | ▲New New position | |
| 34 | Select Sector SPDR TR ST STR TECHN ETF | $251K | 1.3K | 0.2% | ▲New New position | |
| 35 | Cardinal Health Inc COM | $244K | 1.0K | 0.2% | ▲+4.4% Added · +43 sh | |
| 36 | Ishares TR ISHARES SEMICDTR | $231K | 361 | 0.2% | ▲New New position | |
| 37 | Alphabet Inc CAP STK CL A | $208K | 581 | 0.2% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2067328/holdings"
Use Arkolith to show LWM ADVISORS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 37 | $134.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 34 | $115.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 29 | $113.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 6d | 29 | $111.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 29 | $104.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 28 | $97.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 13, 2025 | 133d | 25 | $99.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.