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LWM Advisors Inc.
LWM Advisors Inc (Legacy Wealth Management) is a Florida-based investment advisory firm headquartered in Plantation, FL. The firm specializes in personalized financial planning and wealth management for individuals, families, and businesses. Founded around 2020, the firm operates as a Limited Liability Company and has a small team including 8 advisors with multiple professional certifications. They focus on providing tailored, client-centric solutions to help clients protect and grow their wealth.
Investment Strategy
LWM Advisors uses a portfolio approach that includes diverse investments customized to each client's needs. Their process begins with understanding a client's goals, then developing an Investment Policy Statement (IPS) to guide the strategy. The firm focuses on comprehensive, personalized wealth management solutions, blending proactive service, risk management, and a broad array of investment vehicles to seek long-term growth and wealth preservation.
Latest 13F Filing Activity
LWM Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 29 equity positions with a total 13F market value of $111M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. LWM Advisors Inc. reduced exposure to Vanguard Index FDS, Schwab Strategic TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWD | ISHARES TR | 21.21% | $23.6M | 115,975 | $185.39 | $203.59 | +$1.4M |
I IWF | ISHARES TR | 21.16% | $23.6M | 50,303 | $401.58 | $468.41 | +$1.7M |
E EFA | ISHARES TR | 11.98% | $13.3M | 142,901 | $75.66 | $93.37 | +$546.7K |
S SHY | ISHARES TR | 7.85% | $8.7M | 105,291 | $82.03 | $82.96 | +$274.8K |
I IWO | ISHARES TR | 6.39% | $7.1M | 22,215 | $288.22 | $320.04 | +$860.8K |
Industry Allocation
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