Institutional Fund
Lwm Advisors Inc
El Dorado Hills, CACIK 20673286 filings on record
Portfolio Value
$115.27M
Q1 2026
Holdings
31
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.4%
from $113.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr23.2%
- Ishares Tr19.1%
- Ishares Tr11.9%
- Ishares Tr7.7%
- Ishares Tr6.4%
- Ishares Tr6.3%
- Other25.4%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 125.3K | $26.77M | 23.2% | +7.8K | Added |
| 2 | Ishares Tr | 51.7K | $22.06M | 19.1% | +2.0K | Added |
| 3 | Ishares Tr | 140.7K | $13.66M | 11.9% | −1.7K | Reduced |
| 4 | Ishares Tr | 107.3K | $8.86M | 7.7% | +645 | Added |
| 5 | Ishares Tr | 38.8K | $7.35M | 6.4% | +622 | Added |
| 6 | Ishares Tr | 23.3K | $7.30M | 6.3% | +706 | Added |
| 7 | Ishares Tr | 103.9K | $5.90M | 5.1% | −2.5K | Reduced |
| 8 | Ishares Tr | 32.7K | $4.77M | 4.1% | −1.4K | Reduced |
| 9 | Ishares Tr | 31.0K | $3.97M | 3.4% | −1.8K | Reduced |
| 10 | Ishares Tr | 33.9K | $3.70M | 3.2% | +1.1K | Added |
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