SEC Form 13F

LWM ADVISORS INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$134,110,628
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWDRUS 1000 VAL ETF$30,906,714127,487
ISHARES TRIWFRUS 1000 GRW ETF$26,038,587209,701
ISHARES TREFAMSCI EAFE ETF$14,522,423139,800
ISHARES TRSHY1 3 YR TREAS BD$10,010,394121,914
ISHARES TRIWORUS 2000 GRW ETF$9,124,31023,160
ISHARES TRIWNRUS 2000 VAL ETF$8,516,23738,500
ISHARES TREEMMSCI EMG MKT ETF$6,880,197100,573
ISHARES TRIWSRUS MDCP VAL ETF$5,176,01331,446
ISHARES TRIWPRUS MD CP GR ETF$4,619,29631,550
ISHARES TRLQDIBOXX INV CP ETF$3,926,52736,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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