Lwm Advisors Inc reported 37 holdings worth US$134M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Lwm Advisors Inc reported 37 holdings worth US$134M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$134M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,948 | US$1.14M | 0.85% |
| Nvidia Corporation | 1,538 | US$308K | 0.23% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 571 | US$273K | 0.20% |
| Advanced Micro Devices Inc | 447 | US$260K | 0.19% |
| Cardinal Health, Inc. | 1,028 | US$244K | 0.18% |
| Alphabet Inc (google) Class C | 581 | US$208K | 0.15% |