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

Currently, LWM ADVISORS INC holds 37 types of securities in its portfolio with a total value $134.1M. In the most recent quarter, they have increased their positions in IWF (+158.0K shares, valued at $19.6M), SHY (+14.6K shares, valued at $1.2M), IWD (+2.2K shares, valued at $531.6K); decreased their positions in EEM (-3.3K shares, valued at $225.5K), IWS (-1.3K shares, valued at $210.2K), EFA (-870 shares, valued at $90.4K); initiated new positions in TSM (+571 shares, valued at $272.7K), AMD (+447 shares, valued at $259.7K), TECL (+1.1K shares, valued at $253.8K).

1M P&L

+1.0M+0.78%

3M P&L

-70.2M-34.83%

HY P&L

-66.7M-33.67%

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/A130.4M

98.2%

2Consumer Electronics1.1M

0.9%

3Semiconductors840.1K

0.6%

Top Industries by Stock Count

1N/A30 stocks

83.3%

2Semiconductors3 stocks

8.3%

3Internet Content & Information1 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR127.5K shares1.75%2026-06-302026-07-09

IWF ISHARES TR209.7K shares305.30%2026-06-302026-07-09

EFA ISHARES TR139.8K shares-0.62%2026-06-302026-07-09

SHY ISHARES TR121.9K shares13.61%2026-06-302026-07-09

IWO ISHARES TR23.2K shares-0.43%2026-06-302026-07-09

IWN ISHARES TR38.5K shares-0.72%2026-06-302026-07-09

EEM ISHARES TR100.6K shares-3.17%2026-06-302026-07-09

IWS ISHARES TR31.4K shares-3.90%2026-06-302026-07-09

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IWP ISHARES TR31.6K shares1.78%2026-06-302026-07-09

LQD ISHARES TR36.0K shares6.05%2026-06-302026-07-09

IEF ISHARES TR33.4K shares12.97%2026-06-302026-07-09

ISHARES TR ISHARES TR13.4K shares38.39%2026-06-302026-07-09

AAPL APPLE INC3.9K shares0.05%2026-06-302026-07-09

DSI ISHARES TR4.4K shares0.00%2026-06-302026-07-09

IEMG ISHARES INC7.2K shares32.94%2026-06-302026-07-09

XNTK SPDR SERIES TRUST1.4K shares0.00%2026-06-302026-07-09

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MGK VANGUARD WORLD FD5.9K shares363.05%2026-06-302026-07-09

MGV VANGUARD WORLD FD3.2K shares-4.39%2026-06-302026-07-09

ACWI ISHARES TR2.7K shares-1.09%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR11.5K shares0.12%2026-06-302026-07-09

ESML ISHARES TR6.8K shares0.00%2026-06-302026-07-09

VOT VANGUARD INDEX FDS1.2K shares1.16%2026-06-302026-07-09

VOE VANGUARD INDEX FDS1.9K shares-2.03%2026-06-302026-07-09

VBR VANGUARD INDEX FDS1.5K shares-2.46%2026-06-302026-07-09

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QQQ INVESCO QQQ TR476 shares-2.66%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F4.0K shares-12.55%2026-06-302026-07-09

EMXC ISHARES INC3.1K shares-12.46%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR9.3K shares-4.69%2026-06-302026-07-09

VBK VANGUARD INDEX FDS851 shares-9.66%2026-06-302026-07-09

NVDA NVIDIA CORPORATION1.5K shares0.00%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC571 sharesnew addition2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC447 sharesnew addition2026-06-302026-07-09

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TECL DIREXION SHARES ETF TRUST1.1K sharesnew addition2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-07-09

CAH CARDINAL HEALTH INC1.0K shares4.37%2026-06-302026-07-09

SOXX ISHARES TR361 sharesnew addition2026-06-302026-07-09

GOOGL ALPHABET INC581 sharesnew addition2026-06-302026-07-09

IWD

ISHARES TR

1.75%

Shares127.5K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

305.30%

Shares209.7K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-0.62%

Shares139.8K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

13.61%

Shares121.9K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

-0.43%

Shares23.2K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

-0.72%

Shares38.5K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

-3.17%

Shares100.6K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

-3.90%

Shares31.4K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

1.78%

Shares31.6K

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

6.05%

Shares36.0K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

12.97%

Shares33.4K

Event2026-06-30

Filed2026-07-09

ISHARES TR

38.39%

Shares13.4K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

0.05%

Shares3.9K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

32.94%

Shares7.2K

Event2026-06-30

Filed2026-07-09

XNTK

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

363.05%

Shares5.9K

Event2026-06-30

Filed2026-07-09

MGV

VANGUARD WORLD FD

-4.39%

Shares3.2K

Event2026-06-30

Filed2026-07-09

ACWI

ISHARES TR

-1.09%

Shares2.7K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

0.12%

Shares11.5K

Event2026-06-30

Filed2026-07-09

ESML

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

1.16%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

-2.03%

Shares1.9K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

-2.46%

Shares1.5K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-2.66%

Shares476

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

-12.55%

Shares4.0K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

-12.46%

Shares3.1K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-4.69%

Shares9.3K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

-9.66%

Shares851

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares571

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares447

Event2026-06-30

Filed2026-07-09

TECL

DIREXION SHARES ETF TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

CAH

CARDINAL HEALTH INC

4.37%

Shares1.0K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

New

Shares361

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

New

Shares581

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available