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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESML ISHARES TR 6,834.0 $382K 0.28% $55.93 -0.5%
22 VOT VANGUARD INDEX FDS 1,224.0 $375K 0.28% +42.0 +3.5% $306.42 +0.2%
23 VOE VANGUARD INDEX FDS 1,878.0 $371K 0.28% -21.0 -1.1% $197.65 +5.4%
24 VBR VANGUARD INDEX FDS 1,509.0 $367K 0.27% -35.0 -2.3% $242.99 +2.2%
25 QQQ INVESCO QQQ TR Financial Services 476.0 $351K 0.26% -101.0 -17.5% $736.43 -2.1%
26 VEU VANGUARD INTL EQUITY INDEX F 3,950.0 $331K 0.25% -567.0 -12.6% $83.75 +2.5%
27 EMXC ISHARES INC 3,141.0 $321K 0.24% -447.0 -12.5% $102.30 -3.1%
28 SCHG SCHWAB STRATEGIC TR 9,331.0 $316K 0.23% -457.0 -4.7% $33.84 +6.0%
29 VBK VANGUARD INDEX FDS 851.0 $311K 0.23% -91.0 -9.7% $365.70 -1.8%
30 NVDA NVIDIA CORPORATION Technology 1,538.0 $308K 0.23% $200.12 +13.9%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 571.0 $273K 0.20% NEW $477.57 -10.5%
32 AMD ADVANCED MICRO DEVICES INC Technology 447.0 $260K 0.19% NEW $580.91 -17.9%
33 TECL DIREXION SHARES ETF TRUST 1,100.0 $254K 0.19% NEW $230.76 -8.7%
34 XLK SELECT SECTOR SPDR TR 1,319.0 $251K 0.19% NEW $190.54 -1.0%
35 CAH CARDINAL HEALTH INC Healthcare 1,028.0 $244K 0.18% NEW $237.51 -1.0%
36 SOXX ISHARES TR 361.0 $231K 0.17% NEW $640.07 -17.9%
37 GOOGL ALPHABET INC Communication Services 581.0 $208K 0.15% NEW $357.37 -4.7%
Page 2 of 2  ·  37 positions

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%