LWM ADVISORS INC
CIK
2067328
Location
El Dorado Hills, CA
Portfolio Value
Micro
$1,760,062
Diversification
Highly concentrated
Filing Date
Global Rank
#8,495
/ 8,605
▲ 76
· as of Mar 2026
Top Industry
Consumer Electronics
67.8%
3Y Alpha vs SPY
+2.1%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.3%
SPY
+24.4%
Annualised alpha
+2.6%
Max drawdown
−28.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
56.9%
−5.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,867
Highly concentrated−757
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 72.1% | $1,269,682 |
| Unclassified | 16.0% | $282,240 |
| Healthcare | 11.8% | $208,140 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1 | 3,946 | $1,001,455 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −88 | 489 | $282,240 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CAH | Cardinal Health Inc | 985 | $208,140 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$1,760,062 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 3,946 | $1,001,455 | 56.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 489 | $282,240 | 16.04% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,538 | $268,227 | 15.24% | |
| CAH |
Cardinal Health Inc
Healthcare
|
NEW | 985 | $208,140 | 11.83% |