Latest LWM Advisory Services, LLC Stock Portfolio

LWM Advisory Services, LLC Performance:

2025 Q4: 2.55%YTD: 13.46%2024: 3.77%

Performance for 2025 Q4 is 2.55%, and YTD is 13.46%, and 2024 is 3.77%.

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

LWM Advisory Services, LLC is a hedge fund based in Plantation, FL. On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, LWM Advisory Services, LLC reported an equity portfolio of $170.7 Millions as of 31 Dec, 2025.

The top stock holdings of LWM Advisory Services, LLC are SPY, GLDM, . The fund has invested 18.1% of it's portfolio in SPDR S&P 500 ETF TR and 7.9% of portfolio in WORLD GOLD TR.

The fund managers got completely rid off FACTSET RESH SYS INC (FDS), VANECK ETF TRUST (AFK) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in NEXTERA ENERGY INC (NEE), BLACKROCK INC and ELI LILLY & CO (LLY). LWM Advisory Services, LLC opened new stock positions in ISHARES TR (AAXJ), AMPHENOL CORP NEW (APH) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), TESLA INC (TSLA) and J P MORGAN EXCHANGE TRADED F (BBAX).

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

Our best estimate is that LWM Advisory Services, LLC made a return of 2.55% in the last quarter. In trailing 12 months, it's portfolio return was 13.46%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	436,745
ishares tr	373,204
amphenol corp new	324,604
j p morgan exchange traded f	315,677
aon plc	299,241
kyndryl hldgs inc	282,810
ishares tr	218,509
uscb financial holdings inc	214,975

New stocks bought by LWM Advisory Services, LLC

Additions

Ticker	% Inc.
ishares tr	104
tesla inc	57.55
j p morgan exchange traded f	21.3
ishares inc	20.33
spdr index shs fds	19.25
ishares tr	14.96
spdr series trust	14.11
global x fds	6.57

Additions to existing portfolio by LWM Advisory Services, LLC

Reductions

Ticker	% Reduced
nextera energy inc	-48.54
blackrock inc	-45.85
eli lilly & co	-43.42
nu hldgs ltd	-26.46
millicom intl cellular s a	-25.00
jpmorgan chase & co.	-19.76
t-mobile us inc	-18.88
netflix inc	-11.43

LWM Advisory Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vaneck etf trust	-909,098
draftkings inc new	-371,568
canadian pacific kansas city	-446,500
alcon ag	-340,139
factset resh sys inc	-1,145,960
american wtr wks co inc new	-474,257
chevron corp new	-443,498
procter and gamble co	-430,464

LWM Advisory Services, LLC got rid off the above stocks

Sector Distribution

LWM Advisory Services, LLC has about 76.1% of it's holdings in Others sector.

Sector	%
Others	76.1
Technology	11.3
Consumer Cyclical	3.4
Communication Services	3
Financial Services	2.4
Industrials	1.3

Market Cap. Distribution

LWM Advisory Services, LLC has about 23.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.1
MEGA-CAP	19.1
LARGE-CAP	4.1

Stocks belong to which Index?

About 22.2% of the stocks held by LWM Advisory Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.3
S&P 500	22.2

Top 5 Winners (%)		%
YPF	ypf sociedad anonima	47.5 %
PAM	pampa energia s a	46.5 %
LLY	eli lilly & co	31.7 %
GOOG	alphabet inc	28.4 %
GOOG	alphabet inc	27.1 %

Top 5 Winners ($)		$
GLDM	world gold tr	1.4 M
SPY	spdr s&p 500 etf tr	0.7 M
GOOG	alphabet inc	0.6 M
AAPL	apple inc	0.5 M
LLY	eli lilly & co	0.4 M

Top 5 Losers (%)		%
	ishares bitcoin trust etf	-23.5 %
NFLX	netflix inc	-20.0 %
LNG	cheniere energy inc	-17.3 %
ETN	eaton corp plc	-14.8 %
MELI	mercadolibre inc	-13.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.3 M
	ishares bitcoin trust etf	-0.2 M
LNG	cheniere energy inc	-0.1 M
TMUS	t-mobile us inc	-0.1 M
HD	home depot 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 83 stocks in it's portfolio. About 60.4% of the portfolio is in top 10 stocks. MSFT 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: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.98	31,290	8,506,740	added	4.22

AAXJ	ishares tr	0.26	3,965	436,745	new

AAXJ	ishares tr	0.22	9,460	373,204	new

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.78	133,587	3,042,410	added	4.13

ACWF	ishares tr	0.88	20,071	1,502,900	reduced	-0.44

ACWV	ishares inc	0.42	3,901	724,704	added	20.33

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	0.38	13,724	655,885	added	6.57

ALC	alcon ag	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.12	953	204,093	new

AMPS	ishares tr	0.34	5,672	580,791	added	4.77

AMT	american tower corp new	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.24	16,559	3,822,140	added	1.53

AON	aon plc	0.17	848	299,241	new

APH	amphenol corp new	0.19	2,402	324,604	new

APP	applovin corp	0.15	372	250,661	reduced	-0.8

AWK	american wtr wks co inc new	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	1.49	10,064	2,545,520	reduced	-4.94