Fund Universe

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☆LWM ADVISORS INC

CIK 0002067328 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.795
AUM ($M)
134
Positions
37
Turnover
0.02
Top-10 wt
89%
Herfindahl
0.124
History (qtrs)
7
Excess Return
not eligible

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Quarter
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Security type

Holdings · 37 positions · portfolio value $134M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IWD funds › ISHARES TR ADD — 23.0% -0.2% 30.9 127,487 +2,193 6 —
☆IWF funds › ISHARES TR ADD — 19.4% +0.3% 26.0 209,701 +157,961 6 —
☆EFA funds › ISHARES TR TRIM — 10.8% -1.0% 14.5 139,800 -870 6 —
☆SHY funds › ISHARES TR ADD — 7.5% -0.2% 10.0 121,914 +14,601 6 —
☆IWO funds › ISHARES TR TRIM — 6.8% +0.5% 9.1 23,160 -100 6 —
☆IWN funds › ISHARES TR TRIM — 6.4% -0.0% 8.5 38,500 -281 6 —
☆EEM funds › ISHARES TR TRIM — 5.1% +0.0% 6.9 100,573 -3,297 6 —
☆IWS funds › ISHARES TR TRIM — 3.9% -0.3% 5.2 31,446 -1,277 6 —
☆IWP funds › ISHARES TR ADD — 3.4% -0.0% 4.6 31,550 +551 6 —
☆LQD funds › ISHARES TR ADD — 2.9% -0.3% 3.9 36,000 +2,055 6 —
☆IEF funds › ISHARES TR ADD — 2.4% -0.1% 3.2 33,411 +3,835 6 —
☆IEFA funds › ISHARES TR ADD — 1.0% +0.2% 1.3 13,362 +3,707 3 —
☆AAPL funds › APPLE INC ADD — 0.9% -0.0% 1.1 3,948 +2 6 —
☆DSI funds › ISHARES TR HOLD — 0.5% +0.0% 0.6 4,352 +0 6 —
☆IEMG funds › ISHARES INC ADD — 0.4% +0.1% 0.6 7,184 +1,780 2 —
☆XNTK funds › SPDR SERIES TRUST HOLD — 0.4% +0.1% 0.6 1,434 +0 6 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.4% -0.0% 0.5 5,927 +4,647 6 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.4% -0.0% 0.5 3,180 -146 6 —
☆ACWI funds › ISHARES TR TRIM — 0.3% -0.0% 0.4 2,723 -30 6 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.4 11,529 +14 6 —
☆ESML funds › ISHARES TR HOLD — 0.3% +0.0% 0.4 6,834 +0 6 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 0.4 1,224 +14 6 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.4 1,878 -39 6 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.4 1,509 -38 6 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.3% +0.0% 0.4 476 -13 6 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% -0.0% 0.3 3,950 -567 6 —
☆EMXC funds › ISHARES INC TRIM — 0.2% -0.0% 0.3 3,141 -447 6 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.3 9,331 -459 6 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.3 851 -91 6 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.2% -0.0% 0.3 1,538 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.2% +0.2% 0.3 571 +571 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.3 447 +447 1 —
☆TECL funds › DIREXION SHARES ETF TRUST NEW — 0.2% +0.2% 0.3 1,100 +1,100 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.2% +0.2% 0.3 1,319 +1,319 1 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.2% +0.0% 0.2 1,028 +43 2 —
☆SOXX funds › ISHARES TR NEW — 0.2% +0.2% 0.2 361 +361 1 —
☆GOOGL funds › ALPHABET INC NEW — 0.2% +0.2% 0.2 581 +581 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 134 37 0.02 89% 0.124 0.795 — in
2026Q1 115 31 0.03 91% 0.126 0.780 — in
2025Q4 114 29 0.01 91% 0.126 0.780 — in
2025Q3 111 29 0.01 91% 0.126 0.777 — in
2025Q2 104 29 0.01 91% 0.126 0.794 — in
2025Q1 97 28 0.03 91% 0.126 0.797 — entered
2024Q4 100 25 0.00 92% 0.131 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status