LWM ADVISORS INC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
El Dorado Hills, CA
CIK
0002067328
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
28
97,274
IWD, IWF, EFA, SHY
13F-HR
5/13/2025
000166773125000622
Q4 2024
25
99,634
IWD, IWF, EFA, SHY
13F-HR
5/13/2025
000166773125000618