LWM ADVISORS INC

Q2 2026 13F Holdings

Location
El Dorado Hills, CA
Holdings as of
6/30/2026
Value ($000)
$134,111
Num holdings
37
Date filed
7/9/2026
Form type
13F-HR
Prev filing
4/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type