LWM Advisors Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 44 positions held by the firm.
The largest single equity position disclosed in the report is Advanced Micro Devices Inc., for which the firm holds 447 shares. Apple Inc. is also a significant holding, with 3,949 shares listed across two separate entries. The portfolio also includes substantial positions in exchange-traded funds (ETFs), with the iShares Core S&P 500 ETF holding 265 shares and the iShares Core MSCI Emerging Markets ETF holding 7,354 shares.
The filing details a diverse range of holdings across various sectors and market caps. Technology stocks are well-represented, including positions in NVIDIA Corporation (1,538 shares), Taiwan Semiconductor Manufacturing Co. Sponsored ADS (571 shares), and several sector-specific SPDR and iShares technology ETFs. The portfolio also includes significant exposure to international markets, with holdings in the iShares Core MSCI EAFE ETF (13,693 shares) and the Vanguard International Equity Index Fund (4,130 shares). Additionally, the firm holds positions in various bond ETFs, including the iShares 1-3 Year Treasury Bond ETF and the iShares 7-10 Year Treasury Bond ETF.
