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Latest LWM Advisory Services, LLC Stock Portfolio

$56.02Million | No. of Holdings #80

LWM Advisory Services, LLC Performance

2026 Q2+4.85%
YTD+2.27%
2025+13.46%

About LWM Advisory Services, LLC and 13F Hedge Fund Stock Holdings

LWM Advisory Services, LLC is a hedge fund based in Plantation, FL. On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, LWM Advisory Services, LLC reported an equity portfolio of $56 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LWM Advisory Services, LLC are SPY, AAPL, . The fund has invested 10.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F, SPDR INDEX SHS FDS (CWI) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in WORLD GOLD TR (GLDM), J P MORGAN EXCHANGE TRADED F (BBAX) and WISDOMTREE TR (DWMF). LWM Advisory Services, LLC opened new stock positions in FIDELITY MERRIMACK STR TR (FBND), J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), AON PLC (AON) and ELI LILLY & CO (LLY).
LWM Advisory Services, LLC Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$56.02Million
  as of Aug 03, 2026

LWM Advisory Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LWM Advisory Services, LLC made a return of 4.85% in the last quarter. In trailing 12 months, it's portfolio return was 10.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity merrimack str tr1,366,000
j p morgan exchange traded f1,032,150
spdr series trust883,350
ishares tr725,653
american centy etf tr712,423
putnam etf trust654,894
american centy etf tr549,686
victory portfolios ii527,393
New stocks bought by LWM Advisory Services, LLC

Additions

Ticker% Inc.
oracle corp31.48
aon plc19.31
eli lilly & co8.82
ge aerospace7.96
ge vernova inc1.89
amphenol corp1.73
eaton corp plc0.94
Additions to existing portfolio by LWM Advisory Services, LLC

Reductions

Ticker% Reduced
world gold tr-88.64
j p morgan exchange traded f-86.51
wisdomtree tr-77.53
invesco exch traded fd tr ii-77.31
state str spdr s&p 500 etf t-63.53
amazon com inc-62.55
invesco qqq tr-57.33
ishares tr-56.87
LWM Advisory Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
j p morgan exchange traded f-3,929,520
ishares tr-636,883
spdr index shs fds-876,877
siriusxm holdings inc-302,606
invesco exchange traded fd t-689,881
invesco exch traded fd tr ii-840,375
global x fds-368,300
invesco exch traded fd tr ii-740,491
LWM Advisory Services, LLC got rid off the above stocks

Sector Distribution

LWM Advisory Services, LLC has about 56.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Utilities
Sector%
Others56.4
Technology18.6
Communication Services6.3
Financial Services5.6
Consumer Cyclical3.8
Healthcare3.2
Industrials2.5
Utilities2.2

Market Cap. Distribution

LWM Advisory Services, LLC has about 43.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED56.4
MEGA-CAP32.9
LARGE-CAP10.7

Stocks belong to which Index?

About 40.1% of the stocks held by LWM Advisory Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others59.4
S&P 50040.1
Top 5 Winners (%)%
APH
amphenol corp
39.1 %
ge vernova inc
34.2 %
GE
ge aerospace
30.2 %
LLY
eli lilly & co
28.8 %
TIGO
millicom intl cellular s a
21.1 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
1.4 M
AAPL
apple inc
0.8 M
QQQ
invesco qqq tr
0.5 M
GOOG
alphabet inc
0.4 M
AMZN
amazon com inc
0.3 M
Top 5 Losers (%)%
T
at&t inc
-27.8 %
NFLX
netflix inc.
-24.1 %
TMUS
t-mobile us inc
-20.1 %
ishares bitcoin trust etf
-13.3 %
LNG
cheniere energy inc
-13.1 %
Top 5 Losers ($)$
GLDM
world gold tr
-0.3 M
T
at&t inc
-0.2 M
NFLX
netflix inc.
-0.1 M
ishares bitcoin trust etf
-0.1 M
TMUS
t-mobile us inc
-0.1 M

LWM Advisory Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LWM Advisory Services, LLC

LWM Advisory Services, LLC has 80 stocks in it's portfolio. About 41.1% of the portfolio is in top 10 stocks. GLDM proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for LWM Advisory Services, LLC last quarter.

$56.02MTotal Value
98.00Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LWM Advisory Services, LLC, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.94%4,778
$527.3K
0.94%
decreased 35.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.63%8,503
$352.3K
0.63%
decreased 3.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.44%2,589
$244.7K
0.44%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
1.29%9,595
$725.7K
1.29%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.57%6,486
$321.4K
0.57%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.45%2,846
$253.7K
0.45%
decreased 56.87 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LWM Advisory Services, LLC's holding in American Centy Etf Tr over time
1.27%7,987
$712.4K
1.27%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LWM Advisory Services, LLC's holding in American Centy Etf Tr over time
0.98%5,697
$549.7K
0.98%
new position
AGNG
Global X Fds

Global X Fds

AGNG
LWM Advisory Services, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
LWM Advisory Services, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
LWM Advisory Services, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LWM Advisory Services, LLC's holding in J P Morgan Exchange Traded F over time
1.84%21,989
$1.03M
1.84%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LWM Advisory Services, LLC's holding in J P Morgan Exchange Traded F over time
1.05%4,726
$587.1K
1.05%
decreased 54.88 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LWM Advisory Services, LLC's holding in J P Morgan Exchange Traded F over time
1.04%11,516
$583.3K
1.04%
decreased 86.51 percentreduced