LWM Advisory Services
Latest statistics and disclosures from LWM Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, J P Morgan Flexible Debt Etf, GLDM, EELV, AAPL, and represent 42.01% of LWM Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$16M), J P Morgan Flexible Debt Etf (+$13M), XLK, IWP, RWL, GDE, USFR, SMB, NU, XLG.
- Started 8 new stock positions in IWP, J P Morgan Flexible Debt Etf, NU, RWL, GDE, APP, SMB, SPOT.
- Reduced shares in these 10 stocks: RSP (-$9.0M), GLDM (-$7.5M), XMHQ, FDL, EELV, JMUB, OMFL, SGOV, BYLD, SPMO.
- Sold out of its positions in FDL, VRAR, RSP, XMHQ, OMFL.
- LWM Advisory Services was a net buyer of stock by $17M.
- LWM Advisory Services has $172M in assets under management (AUM), dropping by 18.32%.
- Central Index Key (CIK): 0001697716
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Portfolio Holdings for LWM Advisory Services
LWM Advisory Services holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.2 | $30M | +113% | 44k | 666.19 |
|
| J P Morgan Exchange Traded F Flexible Debt Et | 7.4 | $13M | NEW | 253k | 50.22 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 7.2 | $12M | -37% | 162k | 76.45 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 5.7 | $9.8M | -6% | 370k | 26.62 |
|
| Apple (AAPL) | 4.5 | $7.6M | +3% | 30k | 254.75 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.9 | $6.6M | -5% | 131k | 50.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $5.1M | +2% | 10k | 502.62 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.0 | $5.1M | +21% | 102k | 50.27 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $4.9M | 26k | 186.40 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $4.7M | 9.1k | 519.34 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.6 | $4.5M | -3% | 37k | 121.06 |
|
| Amazon (AMZN) | 2.1 | $3.6M | 16k | 219.61 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $3.0M | 5.1k | 600.40 |
|
|
| Ishares Tr Yld Optim Bd (BYLD) | 1.7 | $2.9M | -6% | 128k | 22.92 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.6 | $2.8M | +5% | 23k | 120.01 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $2.6M | +2% | 11k | 247.11 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.5 | $2.6M | +241% | 9.1k | 281.87 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.4 | $2.5M | +21% | 43k | 57.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | 8.0k | 243.96 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.0 | $1.7M | NEW | 12k | 142.41 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.7M | +2% | 5.4k | 314.62 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 1.0 | $1.7M | +2% | 16k | 108.45 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.9 | $1.5M | 20k | 74.35 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.9 | $1.5M | +3% | 14k | 104.52 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.8 | $1.3M | NEW | 12k | 110.66 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.2M | -6% | 1.6k | 765.23 |
|
| Nextera Energy (NEE) | 0.7 | $1.2M | -4% | 16k | 75.53 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $1.2M | +10% | 5.8k | 203.59 |
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 0.7 | $1.2M | NEW | 20k | 57.41 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $1.2M | 3.0k | 378.96 |
|
|
| FactSet Research Systems (FDS) | 0.7 | $1.1M | 4.0k | 286.49 |
|
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.7 | $1.1M | +2% | 23k | 49.81 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | +3% | 4.4k | 245.92 |
|
| Blackrock (BLK) | 0.6 | $1.0M | 879.00 | 1165.89 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $1.0M | 24k | 42.79 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $967k | 15k | 65.00 |
|
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.5 | $909k | NEW | 52k | 17.42 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $811k | 2.2k | 365.48 |
|
|
| Visa Com Cl A (V) | 0.5 | $788k | 2.3k | 344.37 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $699k | 956.00 | 730.65 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $658k | NEW | 41k | 16.01 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $613k | 13k | 47.63 |
|
|
| International Business Machines (IBM) | 0.4 | $609k | 2.2k | 282.76 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.3 | $595k | 13k | 46.24 |
|
|
| Ishares Msci World Etf (URTH) | 0.3 | $589k | 3.2k | 181.56 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $581k | 1.3k | 463.79 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $575k | -11% | 2.4k | 235.79 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $565k | 3.3k | 170.85 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $560k | 5.4k | 103.36 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $544k | 944.00 | 576.04 |
|
|
| FirstEnergy (FE) | 0.3 | $537k | -2% | 12k | 45.84 |
|
| Waste Connections (WCN) | 0.3 | $532k | 3.0k | 175.86 |
|
|
| S&p Global (SPGI) | 0.3 | $529k | -5% | 1.1k | 486.12 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.3 | $516k | 11k | 48.54 |
|
|
| Home Depot (HD) | 0.3 | $509k | 1.3k | 399.25 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $485k | -7% | 1.6k | 302.89 |
|
| American Water Works (AWK) | 0.3 | $474k | -6% | 3.4k | 139.16 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $462k | 912.00 | 506.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $457k | 497.00 | 918.53 |
|
|
| Canadian Pacific Kansas City (CP) | 0.3 | $447k | 6.0k | 74.50 |
|
|
| Chevron Corporation (CVX) | 0.3 | $444k | +12% | 2.9k | 155.23 |
|
| Eaton Corp SHS (ETN) | 0.3 | $444k | 1.2k | 374.26 |
|
|
| Service Corporation International (SCI) | 0.3 | $443k | 5.3k | 83.22 |
|
|
| Tesla Motors (TSLA) | 0.3 | $436k | -13% | 973.00 | 447.84 |
|
| Procter & Gamble Company (PG) | 0.3 | $431k | +6% | 2.8k | 153.41 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $425k | +3% | 2.3k | 183.67 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $420k | 1.8k | 234.98 |
|
|
| Nasdaq Omx (NDAQ) | 0.2 | $414k | 4.7k | 88.45 |
|
|
| MercadoLibre (MELI) | 0.2 | $402k | 172.00 | 2336.93 |
|
|
| Abbvie (ABBV) | 0.2 | $394k | 1.7k | 231.49 |
|
|
| Verisk Analytics (VRSK) | 0.2 | $388k | 1.5k | 251.51 |
|
|
| Draftkings Com Cl A (DKNG) | 0.2 | $372k | 9.9k | 37.40 |
|
|
| American Tower Reit (AMT) | 0.2 | $370k | -2% | 1.9k | 192.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $360k | 587.00 | 612.38 |
|
|
| Waste Management (WM) | 0.2 | $349k | 1.6k | 220.83 |
|
|
| Alcon Ord Shs (ALC) | 0.2 | $340k | 4.6k | 74.49 |
|
|
| Netflix (NFLX) | 0.2 | $333k | -11% | 280.00 | 1190.65 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $297k | 225.00 | 1318.02 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $293k | 7.1k | 41.12 |
|
|
| Cintas Corporation (CTAS) | 0.2 | $288k | 1.4k | 199.07 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $276k | 650.00 | 424.74 |
|
|
| Applovin Corp Com Cl A (APP) | 0.2 | $270k | NEW | 375.00 | 718.54 |
|
| Zoetis Cl A (ZTS) | 0.2 | $264k | -14% | 1.8k | 146.07 |
|
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.2 | $263k | 4.4k | 60.06 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $254k | -49% | 2.5k | 100.70 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $247k | 10k | 24.29 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $241k | NEW | 345.00 | 698.00 |
|
| Abbott Laboratories (ABT) | 0.1 | $241k | 1.8k | 133.94 |
|
|
| Quanta Services (PWR) | 0.1 | $232k | -11% | 546.00 | 425.71 |
|
| Qualcomm (QCOM) | 0.1 | $230k | 1.4k | 166.49 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $222k | -19% | 2.2k | 102.98 |
|
| Chubb (CB) | 0.1 | $212k | 752.00 | 282.25 |
|
|
| UnitedHealth (UNH) | 0.1 | $208k | -21% | 591.00 | 352.18 |
|
Past Filings by LWM Advisory Services
SEC 13F filings are viewable for LWM Advisory Services going back to 2021
- LWM Advisory Services 2025 Q3 filed Nov. 25, 2025
- LWM Advisory Services 2025 Q2 filed Aug. 14, 2025
- LWM Advisory Services 2025 Q1 filed May 13, 2025
- LWM Advisory Services 2024 Q4 filed Feb. 4, 2025
- LWM Advisory Services 2024 Q3 filed Nov. 13, 2024
- LWM Advisory Services 2024 Q2 filed Aug. 8, 2024
- LWM Advisory Services 2024 Q1 filed May 9, 2024
- LWM Advisory Services 2023 Q4 filed Feb. 5, 2024
- LWM Advisory Services 2023 Q3 filed Nov. 2, 2023
- LWM Advisory Services 2023 Q2 filed Aug. 7, 2023
- LWM Advisory Services 2023 Q1 filed May 3, 2023
- LWM Advisory Services 2022 Q4 filed Feb. 7, 2023
- LWM Advisory Services 2022 Q3 filed Nov. 16, 2022
- LWM Advisory Services 2022 Q2 filed Aug. 15, 2022
- LWM Advisory Services 2022 Q1 filed May 9, 2022
- LWM Advisory Services 2021 Q4 filed Feb. 18, 2022