# EDGAR Filing Document

**Accession Number:** 0001801634
**File Stem:** 0001085146-23-001280
**Filing Date:** 2023-2
**Character Count:** 9527
**Document Hash:** d632782c3d33f59593a0ff5a0b531639
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001280.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001085146-23-001280

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23627814

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LWS Wealth Advisors Inc.<br>**Address:** 94 SOUTH FINLEY AVENUE<br>BASKING RIDGE, NJ 07920

**Form 13F File Number:** 028-19779

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alex Butters<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

**Signature, Place, and Date of Signing:**

/s/ Alex Butters  Beverly Hills, CA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $238667009

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 |  | 633098 | 28699 | SH |  | SOLE |  | 0 | 0 | 28699 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 778372 | 2917 | SH |  | SOLE |  | 0 | 0 | 2917 |
| APPLE INC | COM | 037833100 |  | 709937 | 5464 | SH |  | SOLE |  | 0 | 0 | 5464 |
| BLACKROCK INC | COM | 09247X101 |  | 2596420 | 3664 | SH |  | SOLE |  | 0 | 0 | 3664 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 22079348 | 1118508 | SH |  | SOLE |  | 0 | 0 | 1118508 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 390906 | 26448 | SH |  | SOLE |  | 0 | 0 | 26448 |
| INVESCO EXCH TRADED FD TR II | PURBTA 0 5 YR | 46138E495 |  | 234357 | 9609 | SH |  | SOLE |  | 0 | 0 | 9609 |
| INVESCO EXCH TRADED FD TR II | S SMLCP INDL | 46138E123 |  | 8503327 | 95756 | SH |  | SOLE |  | 0 | 0 | 95756 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 |  | 6662438 | 297563 | SH |  | SOLE |  | 0 | 0 | 297563 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2385415 | 16888 | SH |  | SOLE |  | 0 | 0 | 16888 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 11217655 | 240207 | SH |  | SOLE |  | 0 | 0 | 240207 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 16236246 | 167453 | SH |  | SOLE |  | 0 | 0 | 167453 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 6533896 | 159792 | SH |  | SOLE |  | 0 | 0 | 159792 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 10824754 | 233091 | SH |  | SOLE |  | 0 | 0 | 233091 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 3442377 | 68848 | SH |  | SOLE |  | 0 | 0 | 68848 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 18193619 | 295159 | SH |  | SOLE |  | 0 | 0 | 295159 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 478308 | 8544 | SH |  | SOLE |  | 0 | 0 | 8544 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 7348119 | 30378 | SH |  | SOLE |  | 0 | 0 | 30378 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6926042 | 73183 | SH |  | SOLE |  | 0 | 0 | 73183 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18290746 | 47606 | SH |  | SOLE |  | 0 | 0 | 47606 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 1244892 | 46107 | SH |  | SOLE |  | 0 | 0 | 46107 |
| ISHARES TR | MBS ETF | 464288588 |  | 10205047 | 110027 | SH |  | SOLE |  | 0 | 0 | 110027 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2045893 | 31168 | SH |  | SOLE |  | 0 | 0 | 31168 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 760441 | 20064 | SH |  | SOLE |  | 0 | 0 | 20064 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 361446 | 3425 | SH |  | SOLE |  | 0 | 0 | 3425 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1704857 | 8098 | SH |  | SOLE |  | 0 | 0 | 8098 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 601289 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 642686 | 4238 | SH |  | SOLE |  | 0 | 0 | 4238 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 216891 | 1011 | SH |  | SOLE |  | 0 | 0 | 1011 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 209488 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 304989 | 4522 | SH |  | SOLE |  | 0 | 0 | 4522 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 414517 | 2377 | SH |  | SOLE |  | 0 | 0 | 2377 |
| ISHARES TR | S 100 ETF | 464287101 |  | 813419 | 4769 | SH |  | SOLE |  | 0 | 0 | 4769 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 8157272 | 139441 | SH |  | SOLE |  | 0 | 0 | 139441 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 8846202 | 60979 | SH |  | SOLE |  | 0 | 0 | 60979 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 629409 | 9215 | SH |  | SOLE |  | 0 | 0 | 9215 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 807813 | 8014 | SH |  | SOLE |  | 0 | 0 | 8014 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 345488 | 3197 | SH |  | SOLE |  | 0 | 0 | 3197 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 356515 | 3904 | SH |  | SOLE |  | 0 | 0 | 3904 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 245931 | 4931 | SH |  | SOLE |  | 0 | 0 | 4931 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2832680 | 7407 | SH |  | SOLE |  | 0 | 0 | 7407 |
| SPDR SER TR | BLOOMBERG SHT TE | 78468R408 |  | 255967 | 10560 | SH |  | SOLE |  | 0 | 0 | 10560 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 308369 | 6564 | SH |  | SOLE |  | 0 | 0 | 6564 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 268012 | 2142 | SH |  | SOLE |  | 0 | 0 | 2142 |
| SPDR SER TR | SPDR S | 78464A128 |  | 8285801 | 59268 | SH |  | SOLE |  | 0 | 0 | 59268 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 2498594 | 14343 | SH |  | SOLE |  | 0 | 0 | 14343 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3549457 | 17416 | SH |  | SOLE |  | 0 | 0 | 17416 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 274045 | 780 | SH |  | SOLE |  | 0 | 0 | 780 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3163282 | 17235 | SH |  | SOLE |  | 0 | 0 | 17235 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 265863 | 1391 | SH |  | SOLE |  | 0 | 0 | 1391 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 412828 | 2941 | SH |  | SOLE |  | 0 | 0 | 2941 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3184434 | 81694 | SH |  | SOLE |  | 0 | 0 | 81694 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 5353103 | 52068 | SH |  | SOLE |  | 0 | 0 | 52068 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 232578 | 4979 | SH |  | SOLE |  | 0 | 0 | 4979 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 16840323 | 110901 | SH |  | SOLE |  | 0 | 0 | 110901 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 6508381 | 155072 | SH |  | SOLE |  | 0 | 0 | 155072 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 693265 | 6741 | SH |  | SOLE |  | 0 | 0 | 6741 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 360162 | 2093 | SH |  | SOLE |  | 0 | 0 | 2093 |

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