LWM Advisors Inc. filed a Form 13F-HR with the Securities and Exchange Commission on October 8, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm manages a total of 44 distinct equity securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the majority of the positions representing broad market indices and sector-specific funds. Among the largest individual stock positions listed in the filing are Advanced Micro Devices Inc. and Apple Inc., each holding 447 and 3,949 shares, respectively. The filing also lists significant positions in NVIDIA Corporation, with 1,538 shares.
ETF holdings include the Invesco QQQ Trust Series 1, which appears with 476 shares, and various iShares ETFs tracking global and emerging market indices, such as the iShares Core MSCI Emerging Markets ETF (3,141 shares) and the iShares MSCI ACWI ETF (2,723 shares). The portfolio also includes several U.S. Treasury ETFs, including the iShares 1-3 Year Treasury Bond ETF and the iShares 7-10 Year Treasury Bond ETF, with positions ranging from 22 to 32,292 shares.
Additional holdings include sector-specific ETFs such as the Schwab Strategic Trust U.S. Large Cap Value ETF and the SPDR S&P 500 ETF Trust, as well as various Vanguard ETFs tracking different market capitalizations and international equity indices.
