LWM Advisors Inc. ETF holdings
El Dorado Hills, CA
Reported $114.6M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$114.6M
ETFs held
28
Change from prior quarter
+0.7%
With price moves
ETFs as a share of its 13F
85.4%
of $134.1M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | $30.9M | 127,487 | +2,193 shares |
| IWF | iShares Russell 1000 Growth ETF | $26.0M | 209,701 | +157,961 shares |
| EFA | iShares MSCI EAFE ETF | $14.5M | 139,800 | −870 shares |
| IWO | iShares Russell 2000 Growth ETF | $9.1M | 23,160 | −100 shares |
| IWN | iShares Russell 2000 Value ETF | $8.5M | 38,500 | −281 shares |
| EEM | iShares MSCI Emerging Markets ETF | $6.9M | 100,573 | −3,297 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $5.2M | 31,446 | −1,277 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $4.6M | 31,550 | +551 shares |
| IEFA | iShares Core MSCI EAFE ETF | $1.3M | 13,362 | +3,707 shares |
| DSI | iShares ESG MSCI KLD 400 ETF | $620K | 4,352 | No change |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002067328. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LWM Advisors Inc. own?
LWM Advisors Inc. reported 28 ETF positions worth $114.6M in its Form 13F for June 30, 2026. The largest was IWD, at $30.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.