LWM ADVISORS INC

Q3 2025 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
29
Total value ($000)
$111,328
Net value change ($000)
+7,356 (7.1%)
New positions
2
Sold out positions
0
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHY 8,735 NEW
IEF 2,791 NEW
IWF 1,738 8.0%
IWD 1,399 6.3%
IWN 898 15.7%
IWO 861 13.8%
EFA 547 4.3%
EEM 526 10.1%
IWS 386 9.1%
LQD 144 4.1%
Top Reduces (Value $000, Stocks/ETFs)
VOO -9 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type