LWM Advisors Inc reported 5 positions worth $2.43M for the quarter ended Sep 30, 2026, down 0.2% on the prior quarter. It opened 0 new positions, added to 2, trimmed 0 and exited 1. Its largest holding is Apple Inc. at 54.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -581 | -100.0% | $207.63K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GOOGL Alphabet Inc. | -581 | $207.63K | 8.53% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 3,949 | $1.31M | 54.13% | +1 | +0.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 1,538 | $351.29K | 14.46% | 0 | 0.0% | Unchanged | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 447 | $273.46K | 11.26% | 0 | 0.0% | Unchanged | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 571 | $260.49K | 10.72% | 0 | 0.0% | Unchanged | 0% |
| 5 | CAH Cardinal Health Inc | Healthcare | 1,030 | $229.20K | 9.43% | +2 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Lwm Advisors.
As of its Q3 2026 13F filing, LWM Advisors Inc’s five largest positions were Apple Inc. (AAPL) at 54.1%, Nvidia Corp (NVDA) at 14.5%, Advanced Micro Devices Inc (AMD) at 11.3%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 10.7%, Cardinal Health Inc (CAH) at 9.4% of the reported portfolio.
LWM Advisors Inc reported a 13F portfolio worth $2.43M across 5 positions for Q3 2026. That is down 0.2% from the previous quarter.
Its largest purchases by value were Cardinal Health Inc ($445.05), Apple Inc. ($332.99). It opened 0 new positions.
Its largest sales by value were Alphabet Inc. ($207.63K). It exited 1 positions entirely.
From the Form 13F-HR reports LWM Advisors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.