Lwm Advisors
Lwm Advisors reported 38 stocks worth $116M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IWD (26.8%), IWF (22.5%) and EFA (12.5%). Compared with Q2 2026, the fund opened new positions in SCHF, IVV and VOO, added to EFA, IWS and IWP, trimmed IWD, IWF and IWO and sold out of TECL and GOOGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWD Ishares TR | $31.1M | 26.8% | 125K | −2,000 (−2%) | 8 of 8 | |
| 2 |  IWF Ishares TR | $26.1M | 22.5% | 209K | −1,041 (−0%) | 8 of 8 | |
| 3 |  EFA Ishares TR | $14.5M | 12.5% | 140K | +223 (+0%) | 8 of 8 | |
| 4 |  IWO Ishares TR | $8.2M | 7.0% | 23K | −292 (−1%) | 8 of 8 | |
| 5 |  IWN Ishares TR | $7.9M | 6.8% | 38K | −644 (−2%) | 8 of 8 | |
| 6 |  EEM Ishares Msci Emerging | $6.7M | 5.8% | 100K | No change | 8 of 8 | |
| 7 |  IWS Ishares TR | $5.1M | 4.4% | 32K | +98 (+0%) | 8 of 8 | |
| 8 |  IWP Ishares TR | $4.5M | 3.9% | 33K | +1,264 (+4%) | 8 of 8 | |
| 9 |  IEFA Ishares TR | $1.3M | 1.1% | 14K | +331 (+2%) | 4 of 8 | |
| 10 |  AAPL Apple Inc | $1.3M | 1.1% | 3,949 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lwm Advisors 13F FAQ
What does Lwm Advisors own?
Lwm Advisors reported 38 stocks worth $116M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IWD (26.8%), IWF (22.5%) and EFA (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lwm Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 15 added to, 4 trimmed and 2 sold out. New positions include SCHF, IVV and VOO. It sold all of TECL and GOOGL.
When will Lwm Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lwm Advisors's portfolio worth?
The Q3 2026 filing reports $116M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.