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The Analysis of LWM ADVISORS INC's Holdings & P&L

Currently, LWM ADVISORS INC holds 31 types of securities in its portfolio with a total value $115.3M. In the most recent quarter, they have increased their positions in IWD (+7.8K shares, valued at $1.7M), IWF (+2.0K shares, valued at $857.1K), IEFA (+6.4K shares, valued at $583.5K); decreased their positions in IWP (-1.8K shares, valued at $232.8K), IWS (-1.4K shares, valued at $208.6K), EFA (-1.7K shares, valued at $165.0K); initiated new positions in IEMG (+5.4K shares, valued at $376.9K), CAH (+985 shares, valued at $208.2K).

1M P&L

-69.0M-35.11%

3M P&L

-66.6M-34.31%

HY P&L

-61.8M-32.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A113.5M

98.7%

2Consumer Electronics1.0M

0.9%

3Semiconductors268.2K

0.2%

Top Industries by Stock Count

1N/A27 stocks

90.0%

2Consumer Electronics1 stocks

3.3%

3Medical Distribution1 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR125.3K shares6.65%2026-03-312026-04-13

IWF ISHARES TR51.7K shares4.04%2026-03-312026-04-13

EFA ISHARES TR140.7K shares-1.19%2026-03-312026-04-13

SHY ISHARES TR107.3K shares0.60%2026-03-312026-04-13

IWN ISHARES TR38.8K shares1.63%2026-03-312026-04-13

IWO ISHARES TR23.3K shares3.13%2026-03-312026-04-13

EEM ISHARES TR103.9K shares-2.30%2026-03-312026-04-13

IWS ISHARES TR32.7K shares-4.19%2026-03-312026-04-13

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IWP ISHARES TR31.0K shares-5.54%2026-03-312026-04-13

LQD ISHARES TR33.9K shares3.23%2026-03-312026-04-13

IEF ISHARES TR29.6K shares1.45%2026-03-312026-04-13

AAPL APPLE INC3.9K shares0.03%2026-03-312026-04-13

IEFA ISHARES TR9.7K shares200.78%2026-03-312026-04-13

DSI ISHARES TR4.4K shares0.00%2026-03-312026-04-13

MGV VANGUARD WORLD FD3.3K shares0.60%2026-03-312026-04-13

MGK VANGUARD WORLD FD1.3K shares0.08%2026-03-312026-04-13

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ACWI ISHARES TR2.8K shares0.00%2026-03-312026-04-13

IEMG ISHARES INC5.4K sharesnew addition2026-03-312026-04-13

XNTK SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-04-13

VOE VANGUARD INDEX FDS1.9K shares0.95%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR11.5K shares0.05%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2026-03-312026-04-13

VBR VANGUARD INDEX FDS1.5K shares0.19%2026-03-312026-04-13

ESML ISHARES TR6.8K shares0.00%2026-03-312026-04-13

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VOT VANGUARD INDEX FDS1.2K shares2.37%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR9.8K shares0.02%2026-03-312026-04-13

VBK VANGUARD INDEX FDS942 shares0.00%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR489 shares-15.25%2026-03-312026-04-13

EMXC ISHARES INC3.6K shares0.00%2026-03-312026-04-13

NVDA NVIDIA CORPORATION1.5K shares0.00%2026-03-312026-04-13

CAH CARDINAL HEALTH INC985 sharesnew addition2026-03-312026-04-13

IWD

ISHARES TR

6.65%

Shares125.3K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

4.04%

Shares51.7K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

-1.19%

Shares140.7K

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

0.60%

Shares107.3K

Event2026-03-31

Filed2026-04-13

IWN

ISHARES TR

1.63%

Shares38.8K

Event2026-03-31

Filed2026-04-13

IWO

ISHARES TR

3.13%

Shares23.3K

Event2026-03-31

Filed2026-04-13

EEM

ISHARES TR

-2.30%

Shares103.9K

Event2026-03-31

Filed2026-04-13

IWS

ISHARES TR

-4.19%

Shares32.7K

Event2026-03-31

Filed2026-04-13

IWP

ISHARES TR

-5.54%

Shares31.0K

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

3.23%

Shares33.9K

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

1.45%

Shares29.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

0.03%

Shares3.9K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

200.78%

Shares9.7K

Event2026-03-31

Filed2026-04-13

DSI

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-13

MGV

VANGUARD WORLD FD

0.60%

Shares3.3K

Event2026-03-31

Filed2026-04-13

MGK

VANGUARD WORLD FD

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-13

XNTK

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

VOE

VANGUARD INDEX FDS

0.95%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SCHV

SCHWAB STRATEGIC TR

0.05%

Shares11.5K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

0.19%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ESML

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

2.37%

Shares1.2K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

0.02%

Shares9.8K

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

0.00%

Shares942

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-15.25%

Shares489

Event2026-03-31

Filed2026-04-13

EMXC

ISHARES INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

CAH

CARDINAL HEALTH INC

New

Shares985

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available