Latest LWM Advisory Services, LLC Stock Portfolio

LWM Advisory Services, LLC Performance:

2026 Q1: -2.46%YTD: -2.46%2025: 13.46%

Performance for 2026 Q1 is -2.46%, and YTD is -2.46%, and 2025 is 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 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, LWM Advisory Services, LLC reported an equity portfolio of $93.7 Millions as of 31 Mar, 2026.

The top stock holdings of LWM Advisory Services, LLC are SPY, AAPL, DWMF. The fund has invested 15.2% of it's portfolio in TATE STR SPDR S&P 500 ETF T and 8.8% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES INC (ACWV) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (ACWF). LWM Advisory Services, LLC opened new stock positions in AT&T INC (T), GE VERNOVA INC and GE AEROSPACE (GE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), NETFLIX INC. (NFLX) and ISHARES TR (AAXJ).

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

Our best estimate is that LWM Advisory Services, LLC made a return of -2.46% in the last quarter. In trailing 12 months, it's portfolio return was 12.72%.

Performance
S&P 500

New Buys

Ticker	$ Bought
at&t inc	585,713
ge vernova inc	322,971
siriusxm holdings inc	302,606
ge aerospace	278,091
oracle corp	246,698
marriott intl inc new	241,343
geopark ltd	239,258

New stocks bought by LWM Advisory Services, LLC

Additions

Ticker	% Inc.
ishares tr	124
netflix inc.	122
ishares tr	87.49
amphenol corp	65.9
aon plc	52.71
ishares tr	18.21
wisdomtree tr	16.22
apple inc	3.33

Additions to existing portfolio by LWM Advisory Services, LLC

Reductions

Ticker	% Reduced
ishares tr	-80.29
invesco exch traded fd tr ii	-79.77
ishares tr	-78.84
spdr series trust	-74.35
ishares tr	-71.27
world gold tr	-71.13
ishares tr	-70.48
invesco exch traded fd tr ii	-70.39

LWM Advisory Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
uscb financial holdings inc	-214,975
ishares tr	-1,557,300
kyndryl hldgs inc	-282,810
ishares tr	-580,791
ishares inc	-724,704
walmart inc	-223,708
verisk analytics inc	-344,257
cintas corp	-270,821

LWM Advisory Services, LLC got rid off the above stocks

Sector Distribution

LWM Advisory Services, LLC has about 65.6% of it's holdings in Others sector.

Sector	%
Others	65.6
Technology	16
Communication Services	5.4
Consumer Cyclical	4.9
Financial Services	3.4
Utilities	1.4
Industrials	1.3
Healthcare	1.2

Market Cap. Distribution

LWM Advisory Services, LLC has about 34.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65.6
MEGA-CAP	28.4
LARGE-CAP	6

Stocks belong to which Index?

About 32.7% of the stocks held by LWM Advisory Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	67.3
S&P 500	32.7

Top 5 Winners (%)		%
LNG	cheniere energy inc	45.2 %
TIGO	illicom intl cellular s a	35.2 %
YPF	ypf sociedad anonima	27.8 %
NEE	nextera energy inc	15.6 %
FE	firstenergy corp	12.8 %

Top 5 Winners ($)		$
GLDM	world gold tr	0.7 M
CGW	invesco exch traded fd tr ii	0.2 M
LNG	cheniere energy inc	0.2 M
TIGO	illicom intl cellular s a	0.2 M
NEE	nextera energy inc	0.1 M

Top 5 Losers (%)		%
BX	blackstone inc	-25.4 %
	ishares bitcoin trust etf	-22.5 %
MSFT	microsoft corp	-21.4 %
IBM	international business machs	-17.2 %
TSLA	tesla inc	-14.9 %

Top 5 Losers ($)		$
SPY	tate str spdr s&p 500 etf t	-1.1 M
MSFT	microsoft corp	-0.9 M
AAPL	apple inc	-0.6 M
AMZN	amazon com inc	-0.4 M
NVDA	nvidia corporation	-0.2 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 76 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for LWM Advisory Services, LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.78	32,333	8,218,500	added	3.33

AAXJ	ishares tr	0.88	7,434	820,639	added	87.49

AAXJ	ishares tr	0.40	8,802	374,649	reduced	-6.96

ACWF	ishares tr	0.68	28,268	636,883	reduced	-78.84

ACWF	ishares tr	0.53	6,598	498,042	reduced	-67.13

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	0.39	7,249	368,300	reduced	-47.18

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	3.27	14,701	3,061,770	reduced	-11.22

AON	aon plc	0.45	1,295	417,998	added	52.71

APH	amphenol corp	0.54	3,985	503,503	added	65.9

APP	applovin corp	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	0.79	6,444	740,491	reduced	-47.6

BAB	invesco exch traded fd tr ii	0.76	2,980	708,065	reduced	-70.39

BBAX	j p morgan exchange traded f	4.56	85,353	4,266,820	reduced	-46.24

BBAX	j p morgan exchange traded f	1.28	10,474	1,199,610	reduced	-34.98

BBAX	j p morgan exchange traded f	0.58	10,295	539,808	reduced	-56.17

BBAX	j p morgan exchange traded f	0.33	5,515	312,589	unchanged	0.00

BIL	spdr series trust	0.43	4,146	405,993	reduced	-74.35