LWM Advisory Services
Latest statistics and disclosures from LWM Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, BRK.B, NVDA, MSFT, and represent 29.08% of LWM Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: FBND, JCPB, SPYM, LRGF, AVDE, PVAL, AVEM, VFLO, PYLD, QLTY.
- Started 22 new stock positions in VGIT, PVAL, SPYM, QLTY, MBB, MS, AVEM, AMD, JCPB, MRK. PYLD, FBND, AVDE, WMT, JNJ, MGK, DFIS, IQLT, VFLO, DELL, MTSI, LRGF.
- Reduced shares in these 10 stocks: SPY (-$10M), AAPL, USFR, JFLX, JMUB, GLDM, EELV, AMZN, QQQ, NVDA.
- Sold out of its positions in PAVE, HD, XLG, SPMO, QQQM, RWL, OEF, IOO, IWD, IWB. BYLD, JFLX, MAR, SPDW, SPYG, DIA, XLK, SIRI.
- LWM Advisory Services was a net seller of stock by $-44M.
- LWM Advisory Services has $56M in assets under management (AUM), dropping by -40.19%.
- Central Index Key (CIK): 0001697716
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Portfolio Holdings for LWM Advisory Services
LWM Advisory Services holds 80 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.6 | $6.0M | -63% | 8.0k | 746.82 |
|
| Apple (AAPL) | 8.0 | $4.5M | -52% | 16k | 289.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $2.3M | -35% | 4.6k | 500.39 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $1.8M | -41% | 9.2k | 200.09 |
|
| Microsoft Corporation (MSFT) | 3.1 | $1.7M | -36% | 4.6k | 373.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $1.6M | -41% | 4.5k | 353.33 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $1.4M | NEW | 30k | 45.49 |
|
| Amazon (AMZN) | 2.3 | $1.3M | -62% | 5.5k | 238.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $1.3M | -57% | 1.7k | 736.70 |
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 2.2 | $1.2M | 20k | 61.09 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.2 | $1.2M | -77% | 24k | 50.35 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $1.1M | +8% | 901.00 | 1199.42 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.9 | $1.1M | -9% | 10k | 100.67 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.8 | $1.0M | NEW | 22k | 46.94 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $1.0M | -21% | 3.1k | 327.33 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.6 | $883k | NEW | 10k | 87.88 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.5 | $843k | -30% | 2.0k | 426.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 1.4 | $793k | -77% | 29k | 27.80 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.3 | $726k | NEW | 9.6k | 75.63 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 1.3 | $724k | 8.0k | 90.76 |
|
|
| Amphenol Corp Cl A (APH) | 1.3 | $715k | 4.1k | 176.32 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $712k | NEW | 8.0k | 89.20 |
|
| Nextera Energy (NEE) | 1.2 | $684k | -6% | 7.8k | 87.77 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.2 | $655k | NEW | 13k | 50.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $619k | -46% | 1.7k | 357.37 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 1.0 | $587k | -54% | 4.7k | 124.23 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.0 | $583k | -86% | 12k | 50.65 |
|
| First Tr Exchange-traded SHS (FVD) | 1.0 | $569k | -8% | 12k | 48.18 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.0 | $550k | NEW | 5.7k | 96.49 |
|
| FirstEnergy (FE) | 1.0 | $538k | 11k | 47.54 |
|
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.9 | $527k | NEW | 12k | 45.75 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.9 | $527k | -35% | 4.8k | 110.35 |
|
| Aon Shs Cl A (AON) | 0.9 | $513k | +19% | 1.5k | 331.69 |
|
| Eaton Corp SHS (ETN) | 0.9 | $505k | 1.2k | 426.12 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $495k | 15k | 33.29 |
|
|
| Waste Connections (WCN) | 0.9 | $491k | 2.9k | 166.64 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $484k | NEW | 18k | 26.52 |
|
| Gmo Etf Trust Us Quality Etf (QLTY) | 0.8 | $468k | NEW | 11k | 41.62 |
|
| Visa Com Cl A (V) | 0.8 | $466k | -24% | 1.4k | 343.09 |
|
| Blackrock (BLK) | 0.8 | $463k | 481.00 | 961.56 |
|
|
| Ge Vernova (GEV) | 0.8 | $443k | 377.00 | 1174.85 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.8 | $436k | 9.6k | 45.47 |
|
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.8 | $427k | -31% | 7.1k | 60.17 |
|
| International Business Machines (IBM) | 0.7 | $417k | -23% | 1.5k | 281.21 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $410k | -88% | 5.2k | 79.42 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.7 | $404k | 30k | 13.36 |
|
|
| Service Corporation International (SCI) | 0.7 | $403k | 5.3k | 75.96 |
|
|
| At&t (T) | 0.7 | $396k | -5% | 19k | 20.70 |
|
| Ge Aerospace Com New (GE) | 0.7 | $395k | +7% | 1.1k | 373.73 |
|
| Nasdaq Omx (NDAQ) | 0.7 | $372k | 4.7k | 78.82 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $352k | -3% | 8.5k | 41.43 |
|
| Netflix (NFLX) | 0.6 | $345k | -12% | 4.8k | 71.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $336k | 489.00 | 686.81 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $335k | NEW | 5.7k | 58.98 |
|
| Pampa Energia Sa Spons Adr Lvl I (PAM) | 0.6 | $334k | 4.1k | 82.13 |
|
|
| Advanced Micro Devices (AMD) | 0.6 | $333k | NEW | 574.00 | 580.90 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $331k | -11% | 2.8k | 117.67 |
|
| Oracle Corporation (ORCL) | 0.6 | $323k | +31% | 2.2k | 146.55 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $321k | NEW | 6.5k | 49.55 |
|
| Meta Platforms Cl A (META) | 0.6 | $316k | -18% | 561.00 | 563.28 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.6 | $315k | NEW | 9.0k | 35.03 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $312k | 5.5k | 56.48 |
|
|
| Metropcs Communications (TMUS) | 0.5 | $299k | 1.8k | 167.73 |
|
|
| Dell Technologies CL C (DELL) | 0.5 | $296k | NEW | 685.00 | 431.46 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $290k | -18% | 579.00 | 501.36 |
|
| M/a (MTSI) | 0.5 | $278k | NEW | 732.00 | 380.37 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.5 | $275k | 7.1k | 38.55 |
|
|
| Cheniere Energy Com New (LNG) | 0.5 | $272k | -33% | 1.1k | 239.01 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.5 | $254k | -56% | 2.8k | 89.14 |
|
| Wal-Mart Stores (WMT) | 0.4 | $246k | NEW | 2.2k | 113.26 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $245k | NEW | 2.6k | 94.52 |
|
| Geopark Usd Shs (GPRK) | 0.4 | $229k | 25k | 9.10 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $229k | NEW | 1.1k | 209.04 |
|
| Johnson & Johnson (JNJ) | 0.4 | $226k | NEW | 891.00 | 253.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $219k | -21% | 426.00 | 513.59 |
|
| Tesla Motors (TSLA) | 0.4 | $216k | -54% | 513.00 | 420.60 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $212k | -26% | 227.00 | 935.45 |
|
| Merck & Co (MRK) | 0.4 | $212k | NEW | 1.6k | 128.50 |
|
| MercadoLibre (MELI) | 0.4 | $207k | 122.00 | 1697.39 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $202k | NEW | 2.3k | 87.91 |
|
Past Filings by LWM Advisory Services
SEC 13F filings are viewable for LWM Advisory Services going back to 2021
- LWM Advisory Services 2026 Q2 filed Aug. 3, 2026
- 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