LWM ADVISORS INC

Q4 2025 13F Holdings

Location
El Dorado Hills, CA
Holdings as of
12/31/2025
Value ($000)
$113,699
Num holdings
29
Date filed
1/8/2026
Form type
13F-HR
Prev filing
10/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type