LWM Advisory Services

LWM Advisory Services as of June 30, 2026

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 8.0k 746.82
Apple (AAPL) 8.0 $4.5M 16k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.1 $2.3M 4.6k 500.39
NVIDIA Corporation (NVDA) 3.3 $1.8M 9.2k 200.09
Microsoft Corporation (MSFT) 3.1 $1.7M 4.6k 373.02
Alphabet Cap Stk Cl C (GOOG) 2.8 $1.6M 4.5k 353.33
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $1.4M 30k 45.49
Amazon (AMZN) 2.3 $1.3M 5.5k 238.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $1.3M 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 24k 50.35
Eli Lilly & Co. (LLY) 1.9 $1.1M 901.00 1199.42
Ishares Tr 0-3 Mth Treasury (SGOV) 1.9 $1.1M 10k 100.67
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.8 $1.0M 22k 46.94
JPMorgan Chase & Co. (JPM) 1.8 $1.0M 3.1k 327.33
Spdr Series Trust St Str P500etf (SPYM) 1.6 $883k 10k 87.88
Ishares Tr Russell 3000 Etf (IWV) 1.5 $843k 2.0k 426.40
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 1.4 $793k 29k 27.80
Ishares Tr U S Equity Factr (LRGF) 1.3 $726k 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 8.0k 89.20
Nextera Energy (NEE) 1.2 $684k 7.8k 87.77
Putnam Etf Trust Focused Lar Cap (PVAL) 1.2 $655k 13k 50.95
Alphabet Cap Stk Cl A (GOOGL) 1.1 $619k 1.7k 357.37
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.0 $587k 4.7k 124.23
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $583k 12k 50.65
First Tr Exchange-traded SHS (FVD) 1.0 $569k 12k 48.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $550k 5.7k 96.49
FirstEnergy (FE) 1.0 $538k 11k 47.54
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 0.9 $527k 12k 45.75
Ishares Tr Trust Ishare 0-1 (SHV) 0.9 $527k 4.8k 110.35
Aon Shs Cl A (AON) 0.9 $513k 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 18k 26.52
Gmo Etf Trust Us Quality Etf (QLTY) 0.8 $468k 11k 41.62
Visa Com Cl A (V) 0.8 $466k 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 7.1k 60.17
International Business Machines (IBM) 0.7 $417k 1.5k 281.21
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $410k 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 19k 20.70
Ge Aerospace Com New (GE) 0.7 $395k 1.1k 373.73
Nasdaq Omx (NDAQ) 0.7 $372k 4.7k 78.82
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $352k 8.5k 41.43
Netflix (NFLX) 0.6 $345k 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 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 574.00 580.90
Blackstone Group Inc Com Cl A (BX) 0.6 $331k 2.8k 117.67
Oracle Corporation (ORCL) 0.6 $323k 2.2k 146.55
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $321k 6.5k 49.55
Meta Platforms Cl A (META) 0.6 $316k 561.00 563.28
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $315k 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 685.00 431.46
Thermo Fisher Scientific (TMO) 0.5 $290k 579.00 501.36
M/a (MTSI) 0.5 $278k 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 1.1k 239.01
Ishares Tr Us Sml Cap Eqt (SMLF) 0.5 $254k 2.8k 89.14
Wal-Mart Stores (WMT) 0.4 $246k 2.2k 113.26
Ishares Tr Mbs Etf (MBB) 0.4 $245k 2.6k 94.52
Geopark Usd Shs (GPRK) 0.4 $229k 25k 9.10
Morgan Stanley Com New (MS) 0.4 $229k 1.1k 209.04
Johnson & Johnson (JNJ) 0.4 $226k 891.00 253.97
Mastercard Incorporated Cl A (MA) 0.4 $219k 426.00 513.59
Tesla Motors (TSLA) 0.4 $216k 513.00 420.60
Costco Wholesale Corporation (COST) 0.4 $212k 227.00 935.45
Merck & Co (MRK) 0.4 $212k 1.6k 128.50
MercadoLibre (MELI) 0.4 $207k 122.00 1697.39
Vanguard World Mega Grwth Ind (MGK) 0.4 $202k 2.3k 87.91