LWM ADVISORS INC
All 13F Filings
- Location
- El Dorado Hills, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,111
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 37 | 134,111 | 13F-HR | LWM ADVISORS INC |
| Q1 2026 | 4/10/2026 | 31 | 115,274 | 13F-HR | LWM ADVISORS INC |
| Q4 2025 | 1/9/2026 | 29 | 113,699 | 13F-HR | LWM ADVISORS INC |
| Q3 2025 | 10/6/2025 | 29 | 111,328 | 13F-HR | LWM ADVISORS INC |
| Q2 2025 | 7/7/2025 | 29 | 103,972 | 13F-HR | LWM ADVISORS INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.435 K | 1.8% | 958 | 0 | 958 |
| ETFs | 114.6 K | 85.4% | 784 | 0 | 784 |
| Debt | 17.1 K | 12.7% | 17.1 K | 0 | 17.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
134,111
Holdings
37
QoQ value change ($000)
18,837
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.