LWM ADVISORS INC - Portfolio Stock Holdings

LWM ADVISORS INC disclosed 37 stock positions in a recent SEC 13F filing. $117,013,813 of stock holdings were filed, with the largest holdings including IWD, IWF, and EFA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $172,213,327 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.