Titelia

Holdings of LWM ADVISORS INC

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 90.5 % of the equity sleeve

Sector breakdown

  • Funds 30.9 %
  • Technology 1.1 %
  • Health care 0.2 %
  • Unattributed 67.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31115.3M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 125,29426.8M $
2iShares Russell 1000 Growth ETF 51,74022.1M $
3iShares MSCI EAFE ETF 140,67013.7M $
4iShares Trust 107,3138.9M $
5iShares Russell 2000 Value ETF 38,7817.4M $
6iShares Russell 2000 Growth ETF 23,2607.3M $
7iShares MSCI Emerging Markets ETF 103,8705.9M $
8iShares Russell Mid-Cap Value 32,7234.8M $
9iShares Trust 30,9994M $
10iShares iBoxx USD Investment Grade Corporate Bond ETF 33,9453.7M $
11iShares Trust 29,5762.8M $
12Apple Inc 3,9461M $
13iShares Core MSCI EAFE ETF 9,655874.1K $
14iShares ESG MSCI KLD 400 ETF 4,352527.4K $
15Vanguard World Fund 3,326482.1K $
16Vanguard Mega Cap Growth ETF 1,280470.3K $
17iShares Trust 2,753380.9K $
18iShares Core MSCI Emerging Markets ETF 5,404376.9K $
19State Street SPDR NYSE Technology ETF 1,434366.1K $
20Vanguard Index Funds 1,917353.2K $
21Schwab Strategic Trust 11,515351.2K $
22Vanguard FTSE All-World ex-US ETF 4,517339.2K $
23Vanguard Index Funds 1,547336.1K $
24iShares ESG Aware MSCI USA Small-Cap ETF 6,834321.3K $
25Vanguard Mid-Cap Growth ETF 1,210311.5K $
26Schwab Strategic Trust 9,790285.2K $
27Vanguard Index Funds 942284.7K $
28Invesco QQQ Trust Series 1 489282.3K $
29Ishares Inc 3,588282.2K $
30NVIDIA Corp 1,538268.2K $
31Cardinal Health, Inc. 985208.2K $