0001085146-22-004062.txt : 20221114 0001085146-22-004062.hdr.sgml : 20221114 20221114145031 ACCESSION NUMBER: 0001085146-22-004062 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWS Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001801634 IRS NUMBER: 455222752 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19779 FILM NUMBER: 221384014 BUSINESS ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 BUSINESS PHONE: 908-630-9237 MAIL ADDRESS: STREET 1: 94 SOUTH FINLEY AVENUE CITY: BASKING RIDGE STATE: NJ ZIP: 07920 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801634 XXXXXXXX 09-30-2022 09-30-2022 false LWS Wealth Advisors, Inc.

94 SOUTH FINLEY AVENUE BASKING RIDGE NJ 07920

13F HOLDINGS REPORT 028-19779 N Alex Butters 310-275-7300 /s/ Alex Butters Beverly Hills CA 11-14-2022 0 58 261123 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABRDN ETFS BBRG ALL COMD K1 003261104 567 21939 SH SOLE 0 0 21939 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 751 2917 SH SOLE 0 0 2917 APPLE INC COM 037833100 783 5663 SH SOLE 0 0 5663 BLACKROCK INC COM 09247X101 2016 3664 SH SOLE 0 0 3664 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 348 20817 SH SOLE 0 0 20817 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 29726 1524778 SH SOLE 0 0 1524778 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 393 24261 SH SOLE 0 0 24261 INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR 46138E495 290 11896 SH SOLE 0 0 11896 INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 7658 98446 SH SOLE 0 0 98446 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 6208 283453 SH SOLE 0 0 283453 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2076 16308 SH SOLE 0 0 16308 ISHARES INC CORE MSCI EMKT 46434G103 9498 220992 SH SOLE 0 0 220992 ISHARES TR 0-5 YR TIPS ETF 46429B747 16193 168484 SH SOLE 0 0 168484 ISHARES TR 0-5YR HI YL CP 46434V407 6123 153317 SH SOLE 0 0 153317 ISHARES TR CORE 1 5 YR USD 46432F859 10633 230655 SH SOLE 0 0 230655 ISHARES TR CORE DIV GRWTH 46434V621 3158 71007 SH SOLE 0 0 71007 ISHARES TR CORE MSCI EAFE 46432F842 15699 298055 SH SOLE 0 0 298055 ISHARES TR CORE MSCI INTL 46435G326 406 8402 SH SOLE 0 0 8402 ISHARES TR CORE S&P MCP ETF 464287507 6537 29816 SH SOLE 0 0 29816 ISHARES TR CORE S&P SCP ETF 464287804 6192 71016 SH SOLE 0 0 71016 ISHARES TR CORE S&P500 ETF 464287200 18171 50665 SH SOLE 0 0 50665 ISHARES TR HDG MSCI EAFE 46434V803 1191 39841 SH SOLE 0 0 39841 ISHARES TR MBS ETF 464288588 9717 106102 SH SOLE 0 0 106102 ISHARES TR MSCI EAFE ETF 464287465 1439 25685 SH SOLE 0 0 25685 ISHARES TR MSCI EMG MKT ETF 464287234 1045 29947 SH SOLE 0 0 29947 ISHARES TR RUS 1000 ETF 464287622 1370 6941 SH SOLE 0 0 6941 ISHARES TR RUS 1000 GRW ETF 464287614 607 2886 SH SOLE 0 0 2886 ISHARES TR RUS 1000 VAL ETF 464287598 605 4451 SH SOLE 0 0 4451 ISHARES TR RUS 2000 GRW ETF 464287648 212 1025 SH SOLE 0 0 1025 ISHARES TR RUS MID CAP ETF 464287499 527 8475 SH SOLE 0 0 8475 ISHARES TR RUSSELL 2000 ETF 464287655 662 4012 SH SOLE 0 0 4012 ISHARES TR S&P 100 ETF 464287101 794 4889 SH SOLE 0 0 4889 ISHARES TR S&P 500 GRWT ETF 464287309 8127 140491 SH SOLE 0 0 140491 ISHARES TR S&P 500 VAL ETF 464287408 7913 61573 SH SOLE 0 0 61573 ISHARES TR S&P MC 400GR ETF 464287606 626 9938 SH SOLE 0 0 9938 ISHARES TR S&P MC 400VL ETF 464287705 738 8195 SH SOLE 0 0 8195 ISHARES TR S&P SML 600 GWT 464287887 298 2933 SH SOLE 0 0 2933 ISHARES TR SP SMCP600VL ETF 464287879 325 3942 SH SOLE 0 0 3942 PIMCO ETF TR 1-5 US TIP IDX 72201R205 252 5102 SH SOLE 0 0 5102 SPDR S&P 500 ETF TR TR UNIT 78462F103 1718 4811 SH SOLE 0 0 4811 SPDR SER TR BLOOMBERG SHT TE 78468R408 477 20064 SH SOLE 0 0 20064 SPDR SER TR NUVEEN BLMBRG SH 78468R739 448 9727 SH SOLE 0 0 9727 SPDR SER TR S&P DIVID ETF 78464A763 238 2135 SH SOLE 0 0 2135 SPDR SER TR SPDR S&P1500VL 78464A128 7615 60495 SH SOLE 0 0 60495 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 8743 401610 SH SOLE 0 0 401610 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2344 14334 SH SOLE 0 0 14334 VANGUARD INDEX FDS MID CAP ETF 922908629 3279 17445 SH SOLE 0 0 17445 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 256 780 SH SOLE 0 0 780 VANGUARD INDEX FDS SMALL CP ETF 922908751 2947 17245 SH SOLE 0 0 17245 VANGUARD INDEX FDS TOTAL STK MKT 922908769 251 1397 SH SOLE 0 0 1397 VANGUARD INDEX FDS VALUE ETF 922908744 363 2941 SH SOLE 0 0 2941 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2959 81098 SH SOLE 0 0 81098 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4761 51304 SH SOLE 0 0 51304 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 22919 476081 SH SOLE 0 0 476081 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 15210 112534 SH SOLE 0 0 112534 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5719 157279 SH SOLE 0 0 157279 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 632 7030 SH SOLE 0 0 7030 VANGUARD WORLD FD MEGA GRWTH IND 921910816 370 2124 SH SOLE 0 0 2124