LWM ADVISORS INC: 13F holdings
CIK 20673282026Q2
| Positions | 37 |
|---|
| Reported value | $134.1m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 37 (+6 vs prior quarter) |
|---|
| Reported value | $134.1m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWD ISHARES TR | 127,487 | $30.9m | 23.0% |
| IWF ISHARES TR | 209,701 | $26.0m | 19.4% |
| EFA ISHARES TR | 139,800 | $14.5m | 10.8% |
| IWO ISHARES TR | 23,160 | $9.1m | 6.8% |
| IWN ISHARES TR | 38,500 | $8.5m | 6.4% |
| EEM ISHARES TR | 100,573 | $6.9m | 5.1% |
| IWS ISHARES TR | 31,446 | $5.2m | 3.9% |
| IWP ISHARES TR | 31,550 | $4.6m | 3.4% |
| IEFA ISHARES TR | 13,362 | $1.3m | 1.0% |
| AAPL APPLE INC | 3,948 | $1.1m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067328")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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