LWM Advisory Services
Latest statistics and disclosures from LWM Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, USFR, JMUB, GLDM, and represent 38.80% of LWM Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: USFR, SGOV, T, SHV, GEV, SIRI, NFLX, GE, AAPL, ORCL.
- Started 7 new stock positions in GE, MAR, ORCL, T, SIRI, GEV, GPRK.
- Reduced shares in these 10 stocks: SPY (-$15M), GLDM (-$10M), JFLX (-$8.9M), EELV (-$7.1M), JMUB, SPMO, BYLD, IOO, NVDA, XLK.
- Sold out of its positions in AMD, APP, CTAS, HON, URTH, IWP, STIP, KD, QCOM, PWR. USCB, VRSK, WMT, TT.
- LWM Advisory Services was a net seller of stock by $-72M.
- LWM Advisory Services has $94M in assets under management (AUM), dropping by -45.12%.
- Central Index Key (CIK): 0001697716
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Portfolio Holdings for LWM Advisory Services
LWM Advisory Services holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tate Str Spdr S&p 500 Etf T Tr Unit (SPY) | 15.2 | $14M | -51% | 22k | 650.36 |
|
| Apple (AAPL) | 8.8 | $8.2M | +3% | 32k | 254.18 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 5.8 | $5.4M | +16% | 108k | 50.34 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 4.6 | $4.3M | -46% | 85k | 49.99 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 4.5 | $4.2M | -71% | 46k | 92.69 |
|
| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 4.2 | $3.9M | -69% | 79k | 49.67 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 3.8 | $3.5M | -66% | 126k | 28.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $3.4M | -30% | 7.1k | 479.07 |
|
| Amazon (AMZN) | 3.3 | $3.1M | -11% | 15k | 208.27 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $2.8M | -38% | 16k | 176.33 |
|
| Microsoft Corporation (MSFT) | 2.9 | $2.7M | -13% | 7.3k | 372.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $2.3M | -21% | 4.0k | 577.24 |
|
| Lphabet Cap Stk Cl C (GOOG) | 2.4 | $2.2M | -3% | 7.7k | 287.92 |
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 1.4 | $1.3M | 20k | 62.90 |
|
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 1.3 | $1.2M | -34% | 11k | 114.53 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.2M | -7% | 4.0k | 295.78 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $1.2M | +124% | 12k | 100.66 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $1.0M | -6% | 2.8k | 370.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $956k | -27% | 3.2k | 297.27 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.9 | $877k | -31% | 19k | 45.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.9 | $840k | -79% | 7.5k | 112.11 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.9 | $821k | +87% | 7.4k | 110.39 |
|
| Nextera Energy (NEE) | 0.8 | $772k | 8.3k | 92.89 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $762k | -7% | 828.00 | 919.76 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.8 | $741k | -47% | 6.4k | 114.91 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $727k | -69% | 5.5k | 132.89 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.8 | $708k | -70% | 3.0k | 237.61 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.7 | $690k | -70% | 13k | 54.55 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.7 | $637k | -78% | 28k | 22.53 |
|
| First Tr Exchange-traded SHS (FVD) | 0.6 | $605k | 13k | 47.03 |
|
|
| Illicom Intl Cellular S A Com Stk (TIGO) | 0.6 | $598k | 8.0k | 74.94 |
|
|
| At&t (T) | 0.6 | $586k | NEW | 20k | 28.99 |
|
| FirstEnergy (FE) | 0.6 | $573k | -5% | 11k | 50.66 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $572k | 15k | 38.42 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.6 | $571k | -80% | 4.7k | 120.97 |
|
| Visa Com Cl A (V) | 0.6 | $545k | -21% | 1.8k | 304.66 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.6 | $540k | -56% | 10k | 52.43 |
|
| Netflix (NFLX) | 0.6 | $530k | +122% | 5.5k | 96.15 |
|
| Tate Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.5 | $512k | -11% | 1.1k | 463.19 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $504k | +65% | 4.0k | 126.35 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $498k | -67% | 6.6k | 75.48 |
|
| Cheniere Energy Com New (LNG) | 0.5 | $490k | -3% | 1.7k | 283.76 |
|
| Waste Connections (WCN) | 0.5 | $478k | -2% | 2.9k | 161.97 |
|
| International Business Machines (IBM) | 0.5 | $467k | -10% | 1.9k | 242.47 |
|
| Blackrock (BLK) | 0.5 | $463k | 481.00 | 961.71 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.5 | $443k | 9.6k | 46.22 |
|
|
| Service Corporation International (SCI) | 0.5 | $438k | 5.3k | 82.51 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.5 | $434k | 30k | 14.37 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $424k | -70% | 2.0k | 213.74 |
|
| Aton Corp SHS (ETN) | 0.4 | $420k | 1.2k | 357.67 |
|
|
| Aon Shs Cl A (AON) | 0.4 | $418k | +52% | 1.3k | 322.78 |
|
| Tesla Motors (TSLA) | 0.4 | $415k | -27% | 1.1k | 371.93 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $406k | -74% | 4.1k | 97.92 |
|
| Nasdaq Omx (NDAQ) | 0.4 | $401k | 4.7k | 84.89 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $392k | -28% | 685.00 | 572.51 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $375k | -6% | 8.8k | 42.56 |
|
| Metropcs Communications (TMUS) | 0.4 | $374k | -9% | 1.8k | 210.03 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $368k | -47% | 7.2k | 50.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $364k | 3.2k | 114.99 |
|
|
| Ampa Energia Sa Spons Adr Lvl I (PAM) | 0.4 | $360k | -3% | 4.1k | 88.50 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $352k | -22% | 708.00 | 497.81 |
|
| Ge Vernova (GEV) | 0.3 | $323k | NEW | 370.00 | 872.89 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $313k | 5.5k | 56.68 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $309k | -36% | 310.00 | 996.84 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.3 | $303k | NEW | 13k | 23.08 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $292k | -16% | 489.00 | 597.55 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.3 | $280k | 7.1k | 39.39 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $278k | NEW | 980.00 | 283.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $276k | -41% | 543.00 | 508.00 |
|
| Home Depot (HD) | 0.3 | $262k | -39% | 784.00 | 333.98 |
|
| Oracle Corporation (ORCL) | 0.3 | $247k | NEW | 1.7k | 147.11 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $241k | NEW | 737.00 | 327.47 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $240k | +18% | 753.00 | 318.17 |
|
| Geopark Usd Shs (GPRK) | 0.3 | $239k | NEW | 25k | 9.50 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $235k | -71% | 659.00 | 356.61 |
|
| MercadoLibre (MELI) | 0.2 | $211k | -29% | 122.00 | 1729.02 |
|
Past Filings by LWM Advisory Services
SEC 13F filings are viewable for LWM Advisory Services going back to 2021
- LWM Advisory Services 2026 Q1 filed April 29, 2026
- 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