LWM ADVISORS INC

Q1 2026 13F-HR Holdings

Location
El Dorado Hills, CA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$115,274
Net value change ($000)
+1,575 (1.4%)
New positions
2
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,061 8.3%
IEFA 587 204.5%
IWN 438 6.3%
IEMG 377 NEW
CAH 208 NEW
EEM 82 1.4%
LQD 77 2.1%
SHY 27 0.3%
EMXC 21 8.0%
IEF 20 0.7%
Top Reduces (Value $000, Stocks/ETFs)
IWF -1,475 -6.3%
IWP -522 -11.6%
AAPL -72 -6.7%
QQQ -72 -20.3%
MGK -58 -11.0%
IWS -48 -1.0%
SCHG -34 -10.7%
DSI -34 -6.1%
XNTK -32 -8.0%
NVDA -19 -6.6%
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