LWM Advisory Services, LLC
13F Reported Value
ⓘ$93.7M
Holdings
76
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LWM Advisory Services, LLC disclosed 76 positions worth $93.7M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 15.2% of the equity portfolio, followed by $AAPL and $WT. During the quarter the fund opened 7 new positions and exited 12 — including a new stake in $T. The portfolio is most concentrated in Other (42.9% of disclosed assets). All figures are sourced directly from LWM Advisory Services, LLC’s Form 13F-HR filing with the SEC under CIK 1697716.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$14.2M21,873 sh - 76.1#112
Quality
$8.2M32,333 sh - 62.9#716
Quality
$5.4M107,469 sh J P MORGAN EXCHANGE TRADED F
—Quality
$4.3M85,353 sh- —
Quality
$4.2M45,493 sh J P MORGAN EXCHANGE TRADED F
—Quality
$3.9M79,111 shINVESCO EXCH TRADED FD TR II
—Quality
$3.5M125,658 sh- 64.5
Quality
$3.4M7,071 sh - 74.6
Quality
$3.1M14,701 sh - 90.2
Quality
$2.8M15,834 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR S&P 500 ETF TRUST$SPY | — | $14.2M | 21,873 |
 Apple Inc.$AAPL | 76.1#112 | $8.2M | 32,333 |
 WisdomTree, Inc.$WT | 62.9#716 | $5.4M | 107,469 |
| J P MORGAN EXCHANGE TRADED F | — | $4.3M | 85,353 |
 World Gold Trust$GLDM | — | $4.2M | 45,493 |
| J P MORGAN EXCHANGE TRADED F | — | $3.9M | 79,111 |
| INVESCO EXCH TRADED FD TR II | — | $3.5M | 125,658 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $3.4M | 7,071 |
 AMAZON COM INC$AMZN | 74.6 | $3.1M | 14,701 |
 NVIDIA CORP$NVDA | 90.2 | $2.8M | 15,834 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LWM Advisory Services, LLC's 76 positions.
Showing top 10 of 76 holdings.
Sector Allocation
Other
$40.1M
Financials
$21.9M
Technology
$19.0M
Consumer Discretionary
$4.5M
Communication Services
$2.4M
Utilities
$2.2M
Energy
$1.5M
Industrials
$1.3M
Full Holdings — LWM Advisory Services, LLC (Q1 2026)
All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $14.2M | 15.2% | -52% | — |
| 2 | $AAPL | Apple Inc. | $8.2M | 8.8% | +3% | 76.1 |
| 3 | $WT | WisdomTree, Inc. | $5.4M | 5.8% | +16% | 62.9 |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $4.3M | 4.6% | -46% | — |
| 5 | $GLDM | World Gold Trust | $4.2M | 4.5% | -71% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $3.9M | 4.2% | -69% | — |
| 7 | — | INVESCO EXCH TRADED FD TR II | $3.5M | 3.8% | -67% | — |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 3.6% | -31% | 64.5 |
| 9 | $AMZN | AMAZON COM INC | $3.1M | 3.3% | -11% | 74.6 |
| 10 | $NVDA | NVIDIA CORP | $2.8M | 3.0% | -39% | 90.2 |
| 11 |  $MSFT | MICROSOFT CORP | $2.7M | 2.9% | -13% | 83.7 |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 2.5% | -22% | — |
| 13 |  $GOOGL | Alphabet Inc. | $2.2M | 2.4% | -3% | 80.2 |
| 14 | $WT | WisdomTree, Inc. | $1.3M | 1.4% | +0% | 62.9 |
| 15 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 1.3% | -35% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 1.3% | -8% | 35.6 |
| 17 | — | ISHARES TR | $1.2M | 1.3% | +124% | — |
| 18 | — | ISHARES TR | $1.0M | 1.1% | -7% | — |
| 19 |  $GOOG | Alphabet Inc. | $956,029 | 1.0% | -28% | 80.2 |
| 20 | — | SPDR INDEX SHS FDS | $876,877 | 0.9% | -32% | — |
| 21 |  $IVZ | Invesco Ltd. | $840,375 | 0.9% | -80% | — |
| 22 | — | ISHARES TR | $820,639 | 0.9% | +87% | — |
| 23 |  $NEE | NEXTERA ENERGY INC | $772,273 | 0.8% | +1% | 71.7 |
| 24 |  $LLY | ELI LILLY & Co | $761,564 | 0.8% | -8% | 89.3 |
| 25 | $IVZ | Invesco Ltd. | $740,491 | 0.8% | -48% | — |
| 26 | — | SELECT SECTOR SPDR TR | $726,643 | 0.8% | -70% | — |
| 27 | $IVZ | Invesco Ltd. | $708,065 | 0.8% | -70% | — |
| 28 | $IVZ | Invesco Ltd. | $689,881 | 0.7% | -70% | — |
| 29 | — | ISHARES TR | $636,883 | 0.7% | -79% | — |
| 30 | — | FIRST TR EXCHANGE-TRADED FD | $604,763 | 0.7% | +0% | — |
| 31 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $597,871 | 0.6% | +0% | — |
| 32 |  $T | AT&T INC. | $585,713 | 0.6% | NEW | 71.9 |
| 33 |  $FE | FIRSTENERGY CORP | $572,912 | 0.6% | -5% | 61.6 |
| 34 |  $IBIT | iShares Bitcoin Trust ETF | $571,498 | 0.6% | -1% | — |
| 35 | — | ISHARES TR | $571,359 | 0.6% | -80% | — |
| 36 |  $V | VISA INC. | $545,338 | 0.6% | -21% | 83.5 |
| 37 | — | J P MORGAN EXCHANGE TRADED F | $539,808 | 0.6% | -56% | — |
| 38 |  $NFLX | NETFLIX INC | $529,976 | 0.6% | +122% | 86.7 |
| 39 | — | TATE STR SPDR DOW JONES IND | $512,288 | 0.6% | -12% | — |
| 40 |  $APH | AMPHENOL CORP /DE/ | $503,503 | 0.5% | +66% | 80.5 |
| 41 | — | ISHARES TR | $498,042 | 0.5% | -67% | — |
| 42 |  $LNG | Cheniere Energy, Inc. | $489,485 | 0.5% | -3% | 48.4 |
| 43 |  $WCN | Waste Connections, Inc. | $477,501 | 0.5% | -2% | — |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $466,752 | 0.5% | -10% | 66.7 |
| 45 |  $BLK | BlackRock, Inc. | $462,581 | 0.5% | +1% | 70.3 |
| 46 |  $YPF | YPF SOCIEDAD ANONIMA | $442,741 | 0.5% | +0% | — |
| 47 |  $SCI | SERVICE CORP INTERNATIONAL | $437,549 | 0.5% | -0% | 54.8 |
| 48 |  $NU | Nu Holdings Ltd. | $434,118 | 0.5% | +0% | — |
| 49 | — | ISHARES TR | $423,839 | 0.5% | -70% | — |
| 50 |  $ETN | Eaton Corp plc | $419,546 | 0.5% | +0% | — |
| 51 |  $AON | Aon plc | $417,998 | 0.5% | +53% | — |
| 52 |  $TSLA | Tesla, Inc. | $415,079 | 0.4% | -27% | 50.1 |
| 53 | — | SPDR SERIES TRUST | $405,993 | 0.4% | -74% | — |
| 54 |  $NDAQ | NASDAQ, INC. | $400,680 | 0.4% | +1% | 78.5 |
| 55 |  $META | Meta Platforms, Inc. | $392,172 | 0.4% | -29% | 80.9 |
| 56 | — | ISHARES TR | $374,649 | 0.4% | -7% | — |
| 57 |  $TMUS | T-Mobile US, Inc. | $373,851 | 0.4% | -10% | 72.7 |
| 58 | — | GLOBAL X FDS | $368,300 | 0.4% | -47% | — |
| 59 |  $BX | Blackstone Inc. | $364,057 | 0.4% | +0% | 68 |
| 60 |  $PAM | Pampa Energy Inc. | $360,284 | 0.4% | -3% | — |
| 61 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $352,450 | 0.4% | -22% | 63.7 |
| 62 |  $GEV | GE Vernova Inc. | $322,971 | 0.3% | NEW | 70.1 |
| 63 | — | J P MORGAN EXCHANGE TRADED F | $312,589 | 0.3% | +0% | — |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $309,021 | 0.3% | -36% | 67 |
| 65 |  $SIRI | SIRIUS XM HOLDINGS INC. | $302,606 | 0.3% | NEW | 37.7 |
| 66 | — | VANGUARD INDEX FDS | $292,201 | 0.3% | -17% | — |
| 67 |  $BIPC | Brookfield Infrastructure Corp | $280,442 | 0.3% | +0% | — |
| 68 |  $GE | GENERAL ELECTRIC CO | $278,091 | 0.3% | NEW | 74.8 |
| 69 |  $MA | Mastercard Inc | $275,844 | 0.3% | -41% | 81.7 |
| 70 |  $HD | HOME DEPOT, INC. | $261,843 | 0.3% | -40% | 69.2 |
| 71 |  $ORCL | ORACLE CORP | $246,698 | 0.3% | NEW | 67.2 |
| 72 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $241,343 | 0.3% | NEW | 65.9 |
| 73 | — | ISHARES TR | $239,582 | 0.3% | +18% | — |
| 74 |  $GPRK | GeoPark Ltd | $239,258 | 0.3% | NEW | — |
| 75 | — | ISHARES TR | $235,005 | 0.3% | -71% | — |
| 76 |  $MELI | MERCADOLIBRE INC | $210,940 | 0.2% | -29% | 77.5 |
New Positions (7)
Exited Positions (12)
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