13F Filings History of LWM ADVISORS INC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$113,699,107
Signature - Title
Michael Haskins - CCO
Location
El Dorado Hills, CA
Summary
This page shows a list of all the recent 13F filings made by LWM ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LWM ADVISORS INC reported 29 stock holdings with total value $113,699,107 as of Q4 2025. Top holdings included IWD, IWF, EFA, SHY, and IWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $113,699,107 +$1,306,210 -$701,023 +$605,187 IWD, IWF, EFA, SHY, IWO 13F-HR 08 Jan 2026, 17:48
Q3 2025 29 $111,328,371 +$15,985,748 -$15,587,351 +$398,397 IWD, IWF, EFA, SHY, IWO 13F-HR 06 Oct 2025, 15:11
Q2 2025 29 $103,972,212 +$625,394 -$496,488 +$128,906 IWD, IWF, EFA, SHY, IWO 13F-HR 07 Jul 2025, 16:28
Q1 2025 28 $97,274,332 +$15,356,232 -$16,488,152 -$1,131,920 IWD, IWF, EFA, SHY, IWO 13F-HR 13 May 2025, 16:02
Q4 2024 25 $99,634,763 $0 $0 $0 IWD, IWF, EFA, SHY, IWO 13F-HR 13 May 2025, 08:30