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Latest LWM Advisory Services, LLC Stock Portfolio

$93.66Million | No. of Holdings #76

LWM Advisory Services, LLC Performance

2026 Q1-2.46%
YTD-2.46%
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 2026-04-29, 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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$93.66Million
  as of Apr 29, 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 -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 inc585,713
ge vernova inc322,971
siriusxm holdings inc302,606
ge aerospace278,091
oracle corp246,698
marriott intl inc new241,343
geopark ltd239,258
New stocks bought by LWM Advisory Services, LLC

Additions

Ticker% Inc.
ishares tr124
netflix inc.122
ishares tr87.49
amphenol corp65.9
aon plc52.71
ishares tr18.21
wisdomtree tr16.22
apple inc3.33
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.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Utilities
  • Industrials
  • Healthcare
Sector%
Others65.6
Technology16
Communication Services5.4
Consumer Cyclical4.9
Financial Services3.4
Utilities1.4
Industrials1.3
Healthcare1.2

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED65.6
MEGA-CAP28.4
LARGE-CAP6

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.

  • Others
  • S&P 500
Index%
Others67.3
S&P 50032.7
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.

$93.66MTotal Value
90.00Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of LWM Advisory Services, LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.88%7,434
$820.6K
0.88%
increased 87.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.4%8,802
$374.6K
0.4%
decreased 6.96 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.68%28,268
$636.9K
0.68%
decreased 78.84 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
LWM Advisory Services, LLC's holding in Ishares Tr over time
0.53%6,598
$498.0K
0.53%
decreased 67.13 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
LWM Advisory Services, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
LWM Advisory Services, LLC's holding in Global X Fds over time
0.39%7,249
$368.3K
0.39%
decreased 47.18 percentreduced
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
0.79%6,444
$740.5K
0.79%
decreased 47.6 percentreduced
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
0.76%2,980
$708.1K
0.76%
decreased 70.39 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
4.56%85,353
$4.27M
4.56%
decreased 46.24 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
1.28%10,474
$1.20M
1.28%
decreased 34.98 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
0.58%10,295
$539.8K
0.58%
decreased 56.17 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
0.33%5,515
$312.6K
0.33%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LWM Advisory Services, LLC's holding in Spdr Series Trust over time
0.43%4,146
$406.0K
0.43%
decreased 74.35 percentreduced