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Portfolio (Quarterly) Guide ↗

LWM ADVISORS INC

· CIK 0002067328
13F Portfolio $134M AUM 37 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 10 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES INC 7,184.0 $595K 0.44% NEW $82.84 -0.4%
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 571.0 $273K 0.20% NEW $477.57 -10.3%
3 AMD ADVANCED MICRO DEVICES INC Technology 447.0 $260K 0.19% NEW $580.91 -18.5%
4 TECL DIREXION SHARES ETF TRUST 1,100.0 $254K 0.19% NEW $230.76 -9.3%
5 XLK SELECT SECTOR SPDR TR 1,319.0 $251K 0.19% NEW $190.54 -1.2%
6 CAH CARDINAL HEALTH INC Healthcare 1,028.0 $244K 0.18% NEW $237.51 -1.4%
7 SOXX ISHARES TR 361.0 $231K 0.17% NEW $640.07 -18.5%
8 GOOGL ALPHABET INC Communication Services 581.0 $208K 0.15% NEW $357.37 -4.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 71.2%
Financial Services 12.6%
Healthcare 8.8%
Communication Services 7.5%