LWM Advisors Inc holds a concentrated book of 37 stocks worth $134.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-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 equity book.
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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.
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
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, no cost basis
Other tracked managers holding the same core names as LWM Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 37 / 37 | $247.3B |
| JPMORGAN CHASE & CO | 37 / 37 | $184.9B |
| GOLDMAN SACHS GROUP INC | 37 / 37 | $104.9B |
| WELLS FARGO & COMPANY/MN | 37 / 37 | $68.3B |
| UBS Group AG | 37 / 37 | $64.8B |
| LPL Financial LLC | 37 / 37 | $41.4B |
| BANK OF MONTREAL /CAN/ | 37 / 37 | $29.0B |
| JONES FINANCIAL COMPANIES LLLP | 37 / 37 | $22.8B |
Ranked by how many of LWM Advisors Inc's top 37 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 37 | $134.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 34 | $115.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 29 | $113.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 29 | $111.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 29 | $104.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 28 | $97.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 13, 2025 | 25 | $99.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.