LWM Advisory Services
Latest statistics and disclosures from LWM Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GLDM, JFLX, EELV, AAPL, and represent 44.58% of LWM Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: JMUB, XLK, SPY, SHV, IDV, AAPL, APH, JEPI, AON, KD.
- Started 10 new stock positions in AON, AMD, SHV, OEF, HON, USCB, APH, IDV, KD, JEPI.
- Reduced shares in these 10 stocks: FDS, SMB, LLY, NEE, SPGI, MCD, USFR, AWK, CP, CVX.
- Sold out of its positions in ABT, ABBV, AMT, AWK, CP, CVX, DKNG, FDS, MCD, PG. SPGI, TXN, TDG, UNH, SMB, WM, ZTS, ALC, CB, SPOT.
- LWM Advisory Services was a net seller of stock by $-3.8M.
- LWM Advisory Services has $171M in assets under management (AUM), dropping by -0.52%.
- Central Index Key (CIK): 0001697716
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Portfolio Holdings for LWM Advisory Services
LWM Advisory Services holds 83 positions in its portfolio as reported in the December 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) | 18.1 | $31M | 45k | 681.92 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 7.9 | $14M | -2% | 158k | 85.37 |
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| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 7.6 | $13M | 258k | 50.22 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 6.1 | $10M | +2% | 378k | 27.43 |
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| Apple (AAPL) | 5.0 | $8.5M | +4% | 31k | 271.87 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 4.7 | $8.0M | +21% | 159k | 50.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $5.2M | 10k | 502.68 |
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| NVIDIA Corporation (NVDA) | 2.8 | $4.8M | -2% | 26k | 186.50 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.7 | $4.7M | -9% | 93k | 50.32 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.6 | $4.4M | 37k | 119.32 |
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| Microsoft Corporation (MSFT) | 2.4 | $4.1M | -7% | 8.4k | 483.66 |
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| Amazon (AMZN) | 2.2 | $3.8M | 17k | 230.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $3.2M | 5.2k | 614.42 |
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| Ishares Tr Yld Optim Bd (BYLD) | 1.8 | $3.0M | +4% | 134k | 22.77 |
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| Ishares Tr Global 100 Etf (IOO) | 1.8 | $3.0M | +3% | 24k | 126.67 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.5 | $2.6M | +99% | 18k | 143.97 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $2.5M | -4% | 10k | 252.93 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.5 | $2.5M | 42k | 59.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.5M | 7.9k | 313.80 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 1.0 | $1.8M | +3% | 16k | 108.66 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.0 | $1.7M | +14% | 16k | 106.70 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $1.6M | -5% | 11k | 136.94 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.9 | $1.5M | 20k | 74.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $1.4M | +14% | 6.7k | 210.35 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.8 | $1.4M | +2% | 12k | 114.50 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | -19% | 4.3k | 322.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | 4.5k | 313.02 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $1.2M | +19% | 28k | 44.41 |
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| Wisdomtree Tr Efficient Gld Pl (GDE) | 0.7 | $1.2M | 20k | 61.62 |
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| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.7 | $1.2M | +3% | 24k | 50.07 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $1.2M | 3.0k | 386.87 |
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| Eli Lilly & Co. (LLY) | 0.6 | $966k | -43% | 899.00 | 1074.68 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $857k | +3% | 2.3k | 373.57 |
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| Visa Com Cl A (V) | 0.5 | $797k | 2.3k | 350.75 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $747k | 15k | 49.65 |
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| Ishares Msci World Etf (URTH) | 0.4 | $725k | +20% | 3.9k | 185.77 |
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| Tesla Motors (TSLA) | 0.4 | $689k | +57% | 1.5k | 449.72 |
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| Nextera Energy (NEE) | 0.4 | $658k | -48% | 8.2k | 80.28 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $656k | +6% | 14k | 47.79 |
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| International Business Machines (IBM) | 0.4 | $636k | 2.1k | 296.31 |
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| Meta Platforms Cl A (META) | 0.4 | $633k | 959.00 | 660.28 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $603k | 1.3k | 480.49 |
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| First Tr Exchange-traded SHS (FVD) | 0.3 | $593k | 13k | 46.08 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $581k | +4% | 5.7k | 102.40 |
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| FirstEnergy (FE) | 0.3 | $533k | 12k | 44.77 |
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| Waste Connections (WCN) | 0.3 | $531k | 3.0k | 175.62 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $530k | 928.00 | 570.88 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $526k | 908.00 | 579.45 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $519k | +104% | 5.2k | 100.38 |
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| Blackrock (BLK) | 0.3 | $510k | -45% | 476.00 | 1070.34 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $506k | -26% | 30k | 16.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $488k | -4% | 3.2k | 154.14 |
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| Nasdaq Omx (NDAQ) | 0.3 | $454k | 4.7k | 97.13 |
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| Home Depot (HD) | 0.3 | $447k | 1.3k | 344.21 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.3 | $442k | -25% | 8.0k | 55.44 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $437k | NEW | 4.0k | 110.15 |
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| Costco Wholesale Corporation (COST) | 0.2 | $418k | -2% | 485.00 | 862.33 |
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| Service Corporation International (SCI) | 0.2 | $414k | 5.3k | 77.97 |
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| Metropcs Communications (TMUS) | 0.2 | $401k | -18% | 2.0k | 203.04 |
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| Eaton Corp SHS (ETN) | 0.2 | $374k | 1.2k | 318.51 |
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| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.2 | $373k | -3% | 4.2k | 88.51 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $373k | NEW | 9.5k | 39.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $368k | 587.00 | 627.13 |
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| Cheniere Energy Com New (LNG) | 0.2 | $347k | 1.8k | 194.39 |
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| MercadoLibre (MELI) | 0.2 | $347k | 172.00 | 2014.26 |
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| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.2 | $346k | -5% | 9.6k | 36.16 |
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| Verisk Analytics (VRSK) | 0.2 | $344k | 1.5k | 223.69 |
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| Amphenol Corp Cl A (APH) | 0.2 | $325k | NEW | 2.4k | 135.14 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $323k | 7.1k | 45.40 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $316k | NEW | 5.5k | 57.24 |
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| Aon Shs Cl A (AON) | 0.2 | $299k | NEW | 848.00 | 352.88 |
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| Kyndryl Hldgs Common Stock (KD) | 0.2 | $283k | NEW | 11k | 26.56 |
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| Cintas Corporation (CTAS) | 0.2 | $271k | 1.4k | 188.07 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $251k | 372.00 | 673.82 |
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| Trane Technologies SHS (TT) | 0.1 | $249k | 640.00 | 389.20 |
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| Qualcomm (QCOM) | 0.1 | $238k | 1.4k | 171.14 |
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| Netflix (NFLX) | 0.1 | $233k | +785% | 2.5k | 93.76 |
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| Quanta Services (PWR) | 0.1 | $228k | 541.00 | 422.06 |
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| Wal-Mart Stores (WMT) | 0.1 | $224k | -6% | 2.0k | 111.41 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $219k | NEW | 637.00 | 343.03 |
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| Uscb Financial Holdings Class A Com (USCB) | 0.1 | $215k | NEW | 12k | 18.42 |
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| Honeywell International (HON) | 0.1 | $205k | NEW | 1.1k | 195.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $204k | NEW | 953.00 | 214.16 |
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Past Filings by LWM Advisory Services
SEC 13F filings are viewable for LWM Advisory Services going back to 2021
- LWM Advisory Services 2025 Q4 filed Feb. 12, 2026
- 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