LWM ADVISORS INC — 13F holdings

LWM ADVISORS INC reported 44 holdings worth $132M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. IWD ISHARES TR — $31.1M (23.5%)
2. IWF ISHARES TR — $26.1M (19.7%)
3. EFA ISHARES TR — $14.5M (11.0%)
4. SHY ISHARES TR — $9.78M (7.4%)
5. IWO ISHARES TR — $8.16M (6.2%)
6. IWN ISHARES TR — $7.93M (6.0%)
7. EEM ISHARES TR — $6.71M (5.1%)
8. IWS ISHARES TR — $5.07M (3.8%)
9. IWP ISHARES TR — $4.52M (3.4%)
10. LQD ISHARES TR — $3.62M (2.7%)