LWM Advisory Services

LWM Advisory Services as of March 31, 2026

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 22k 650.36
Apple (AAPL) 8.8 $8.2M 32k 254.18
Wisdomtree Tr Floatng Rat Trea (USFR) 5.8 $5.4M 108k 50.34
J P Morgan Exchange Traded F Municipal Etf (JMUB) 4.6 $4.3M 85k 49.99
World Gold Tr Spdr Gld Minis (GLDM) 4.5 $4.2M 46k 92.69
J P Morgan Exchange Traded F Flexible Debt Et (JFLX) 4.2 $3.9M 79k 49.67
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 3.8 $3.5M 126k 28.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $3.4M 7.1k 479.07
Amazon (AMZN) 3.3 $3.1M 15k 208.27
NVIDIA Corporation (NVDA) 3.0 $2.8M 16k 176.33
Microsoft Corporation (MSFT) 2.9 $2.7M 7.3k 372.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $2.3M 4.0k 577.24
Lphabet Cap Stk Cl C (GOOG) 2.4 $2.2M 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 11k 114.53
JPMorgan Chase & Co. (JPM) 1.3 $1.2M 4.0k 295.78
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $1.2M 12k 100.66
Ishares Tr Russell 3000 Etf (IWV) 1.1 $1.0M 2.8k 370.78
Alphabet Cap Stk Cl A (GOOGL) 1.0 $956k 3.2k 297.27
Spdr Index Shs Fds State Street Spd (SPDW) 0.9 $877k 19k 45.65
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.9 $840k 7.5k 112.11
Ishares Tr Trust Ishare 0-1 (SHV) 0.9 $821k 7.4k 110.39
Nextera Energy (NEE) 0.8 $772k 8.3k 92.89
Eli Lilly & Co. (LLY) 0.8 $762k 828.00 919.76
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.8 $741k 6.4k 114.91
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $727k 5.5k 132.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $708k 3.0k 237.61
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.7 $690k 13k 54.55
Ishares Tr Yld Optim Bd (BYLD) 0.7 $637k 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 20k 28.99
FirstEnergy (FE) 0.6 $573k 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 4.7k 120.97
Visa Com Cl A (V) 0.6 $545k 1.8k 304.66
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.6 $540k 10k 52.43
Netflix (NFLX) 0.6 $530k 5.5k 96.15
Tate Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.5 $512k 1.1k 463.19
Amphenol Corp Cl A (APH) 0.5 $504k 4.0k 126.35
Ishares Tr Us Sml Cap Eqt (SMLF) 0.5 $498k 6.6k 75.48
Cheniere Energy Com New (LNG) 0.5 $490k 1.7k 283.76
Waste Connections (WCN) 0.5 $478k 2.9k 161.97
International Business Machines (IBM) 0.5 $467k 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 2.0k 213.74
Aton Corp SHS (ETN) 0.4 $420k 1.2k 357.67
Aon Shs Cl A (AON) 0.4 $418k 1.3k 322.78
Tesla Motors (TSLA) 0.4 $415k 1.1k 371.93
Spdr Series Trust State Street Spd (SPYG) 0.4 $406k 4.1k 97.92
Nasdaq Omx (NDAQ) 0.4 $401k 4.7k 84.89
Meta Platforms Cl A (META) 0.4 $392k 685.00 572.51
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $375k 8.8k 42.56
Metropcs Communications (TMUS) 0.4 $374k 1.8k 210.03
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $368k 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 4.1k 88.50
Thermo Fisher Scientific (TMO) 0.4 $352k 708.00 497.81
Ge Vernova (GEV) 0.3 $323k 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 310.00 996.84
Siriusxm Holdings Common Stock (SIRI) 0.3 $303k 13k 23.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $292k 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 980.00 283.77
Mastercard Incorporated Cl A (MA) 0.3 $276k 543.00 508.00
Home Depot (HD) 0.3 $262k 784.00 333.98
Oracle Corporation (ORCL) 0.3 $247k 1.7k 147.11
Marriott Intl Cl A (MAR) 0.3 $241k 737.00 327.47
Ishares Tr S&p 100 Etf (OEF) 0.3 $240k 753.00 318.17
Geopark Usd Shs (GPRK) 0.3 $239k 25k 9.50
Ishares Tr Rus 1000 Etf (IWB) 0.3 $235k 659.00 356.61
MercadoLibre (MELI) 0.2 $211k 122.00 1729.02