LWM Advisors IncETFConcentrated trader

CIK: 0002067328 | El Dorado Hills, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	44	$132.5M	2026-10-08	SEC ↗
Q2 2026	13F-HR	37	$134.1M	2026-07-09	SEC ↗
Q1 2026	13F-HR	34	$115.3M	2026-04-13	SEC ↗
Q4 2025	13F-HR	29	$113.7M	2026-01-09	SEC ↗
Q3 2025	13F-HR	29	$111.3M	2025-10-06	SEC ↗
Q2 2025	13F-HR	29	$104.0M	2025-07-07	SEC ↗
Q1 2025	13F-HR	28	$97.3M	2025-05-13	SEC ↗
Q4 2024	13F-HR	25	$99.6M	2025-05-13	SEC ↗