LWM Advisory Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $30.82M | 18.1% |
| WORLD GOLD TR | $13.45M | 7.9% |
| J P MORGAN EXCHANGE TRADED F | $12.93M | 7.6% |
| INVESCO EXCH TRADED FD TR II | $10.36M | 6.1% |
| Apple Inc. | $8.51M | 5.0% |
| J P MORGAN EXCHANGE TRADED F | $8.02M | 4.7% |
| Warren E. Buffett | $5.15M | 3.0% |
| NVIDIA Corp | $4.81M | 2.8% |
| WISDOMTREE TR | $4.65M | 2.7% |
| INVESCO EXCH TRADED FD TR II | $4.42M | 2.6% |
| MICROSOFT CORP | $4.07M | 2.4% |
| Amazon.com Inc | $3.82M | 2.2% |
| INVESCO QQQ TR | $3.17M | 1.9% |
| ISHARES TR | $3.04M | 1.8% |
| ISHARES TR | $3.04M | 1.8% |
| SELECT SECTOR SPDR TR | $2.62M | 1.5% |
| INVESCO EXCH TRADED FD TR II | $2.55M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | $2.50M | 1.5% |
| Alphabet Inc. | $2.49M | 1.5% |
| J P MORGAN EXCHANGE TRADED F | $1.75M | 1.0% |
| SPDR SERIES TRUST | $1.72M | 1.0% |
| ISHARES TR | $1.56M | 0.9% |
| ISHARES TR | $1.50M | 0.9% |
| ISHARES TR | $1.41M | 0.8% |
| INVESCO EXCH TRADED FD TR II | $1.41M | 0.8% |
| JPMORGAN CHASE & CO | $1.40M | 0.8% |
| Alphabet Inc. | $1.40M | 0.8% |
| SPDR INDEX SHS FDS | $1.25M | 0.7% |
| WISDOMTREE TR | $1.24M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.18M | 0.7% |
| ISHARES TR | $1.18M | 0.7% |
| ELI LILLY & Co | $966.1K | 0.6% |
| ISHARES TR | $857.0K | 0.5% |
| Visa Inc | $797.3K | 0.5% |
| ISHARES BITCOIN TRUST ETF | $746.7K | 0.4% |
| ISHARES INC | $724.7K | 0.4% |
| Tesla Inc | $689.4K | 0.4% |
| NEXTERA ENERGY INC | $657.9K | 0.4% |
| GLOBAL X FDS | $655.9K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $635.9K | 0.4% |
| Meta Platforms Inc | $633.2K | 0.4% |
| SPDR DOW JONES INDL AVERAGE | $602.5K | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $592.5K | 0.3% |
| iShares MSCI UAE ETF | $580.8K | 0.3% |
| FirstEnergy Corp | $533.2K | 0.3% |
| Waste Connections Inc | $530.9K | 0.3% |
| Mastercard Inc | $529.8K | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $526.1K | 0.3% |
| ISHARES TR | $518.6K | 0.3% |
| BlackRock, Inc. | $509.5K | 0.3% |