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Michael Haskins

Lwm Advisors Inc

Assets Managed
$134.111M
Holdings
37
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
16.35%(2Q avg: 8.87%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lwm Advisors Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Lwm Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 134.111M in assets, with a quarterly growth rate of 16.35% and a 2-quarter average growth rate of 8.87%. The portfolio is managed by Michael Haskins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.76%
23.05%
$30.907M
127,487 shares@ $242.44 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 305.3%
19.42%
$26.039M
209,701 shares@ $124.18 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.61%
10.83%
$14.522M
139,800 shares@ $103.88 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 13.61%
7.47%
$10.01M
121,914 shares@ $82.12 avg price
IWO
Ishares Russell 2000 Growth
Recent Activity
Decreased -0.42%
6.81%
$9.124M
23,160 shares@ $393.97 avg price
IWN
Ishares Russell 2000 Value E
Recent Activity
Decreased -0.72%
6.36%
$8.516M
38,500 shares@ $221.21 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -3.17%
5.14%
$6.88M
100,573 shares@ $68.41 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -3.9%
3.86%
$5.176M
31,446 shares@ $164.61 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 1.78%
3.45%
$4.619M
31,550 shares@ $146.42 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 6.06%
2.93%
$3.927M
36,000 shares@ $109.08 avg price

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