Institutions / LWM Advisory Services, LLC

LWM Advisory Services, LLC

CIK 1697716 · Institution · as of Dec 31, 2025

Portfolio value

$170.67M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 83 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Tr	—	$30.82M	45,197	18.1%
World Gold Tr	—	$13.45M	157,581	7.9%
J P Morgan Exchange Traded F	—	$12.93M	257,506	7.6%
Invesco Exch Traded Fd Tr II	—	$10.36M	377,830	6.1%
Apple Inc.	—	$8.51M	31,290	5.0%
J P Morgan Exchange Traded F	—	$8.02M	158,760	4.7%
Warren E. Buffett	—	$5.15M	10,246	3.0%
NVIDIA Corp	—	$4.81M	25,766	2.8%
WisdomTree Tr	—	$4.65M	92,469	2.7%
Invesco Exch Traded Fd Tr II	—	$4.42M	37,045	2.6%
Microsoft Corp	—	$4.07M	8,423	2.4%
Amazon.com Inc	—	$3.82M	16,559	2.2%
Invesco Qqq Tr	—	$3.17M	5,160	1.9%
iShares Tr	—	$3.04M	133,587	1.8%
iShares Tr	—	$3.04M	23,962	1.8%
Select Sector SPDR Tr	—	$2.62M	18,167	1.5%
Invesco Exch Traded Fd Tr II	—	$2.55M	10,064	1.5%
Invesco Exchange Traded Fd T	—	$2.50M	42,215	1.5%
Alphabet Inc.	—	$2.49M	7,939	1.5%
J P Morgan Exchange Traded F	—	$1.75M	16,110	1.0%
SPDR Series Trust	—	$1.72M	16,162	1.0%
iShares Tr	—	$1.56M	11,372	0.9%
iShares Tr	—	$1.50M	20,071	0.9%
iShares Tr	—	$1.41M	6,717	0.8%
Invesco Exch Traded Fd Tr II	—	$1.41M	12,298	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.