LWM ADVISORS INC

Q4 2025 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$113,699
Net value change ($000)
+2,371 (2.1%)
New positions
1
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWD 1,100 4.7%
EFA 329 2.5%
IWN 302 4.6%
IEFA 287 NEW
IWS 186 4.0%
IWO 175 2.5%
SHY 99 1.1%
EEM 76 1.3%
QQQ 45 14.6%
EMXC 19 7.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -219 -100.0%
IWP -49 -1.1%
LQD -27 -0.7%
IWF -26 -0.1%
AAPL -20 -1.8%
VOT -17 -4.9%
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