Portfolio (Quarterly) Guide ↗

LWM ADVISORS INC

· CIK 0002067328

13F Portfolio $114M AUM 29 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 8 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VOO	VANGUARD INDEX FDS	—	358	$219K	0.20%	SOLD

Sector Allocation

Technology 79.3%

Financial Services 20.7%