LWM Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, LWM Advisory Services, LLC held in its portfolio 83 assets valued at $170,666,995 (i.e. $170.67M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($30.82M), WORLD GOLD TR ($13.45M), and J P MORGAN EXCHANGE TRADED F ($12.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 83 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LWM Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 45197 | 30820843 | TR UNIT |
| WORLD GOLD TR | 157581 | 13452672 | SPDR GLD MINIS |
| J P MORGAN EXCHANGE TRADED F | 257506 | 12931974 | FLEXIBLE DEBT ET |
| INVESCO EXCH TRADED FD TR II | 377830 | 10363870 | S&P EMRNG MKTS |
| APPLE INC | 31290 | 8506741 | COM |
| J P MORGAN EXCHANGE TRADED F | 158760 | 8017392 | MUNICIPAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 10246 | 5150440 | CL B NEW |
| NVIDIA CORPORATION | 25766 | 4805399 | COM |
| WISDOMTREE TR | 92469 | 4653084 | FLOATNG RAT TREA |
| INVESCO EXCH TRADED FD TR II | 37045 | 4420217 | S&P 500 MOMNTM |
| MICROSOFT CORP | 8423 | 4073899 | COM |
| AMAZON COM INC | 16559 | 3822143 | COM |
| INVESCO QQQ TR | 5160 | 3170383 | UNIT SER 1 |
| ISHARES TR | 133587 | 3042407 | YLD OPTIM BD |
| ISHARES TR | 23962 | 3035326 | GLOBAL 100 ETF |
| SELECT SECTOR SPDR TR | 18167 | 2615554 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR II | 10064 | 2545519 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 42215 | 2502504 | S&P 500 TOP 50 |
| ALPHABET INC | 7939 | 2491294 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 16110 | 1750517 | DIVERSFED RTRN |
| SPDR SERIES TRUST | 16162 | 1724533 | STATE STREET SPD |
| ISHARES TR | 11372 | 1557305 | RUS MD CP GR ETF |
| ISHARES TR | 20071 | 1502904 | US SML CAP EQT |
| ISHARES TR | 6717 | 1412949 | RUS 1000 VAL ETF |
| INVESCO EXCH TRADED FD TR II | 12298 | 1408097 | S&P 500 REVENUE |
| JPMORGAN CHASE & CO. | 4337 | 1397740 | COM |
| ALPHABET INC | 4464 | 1397316 | CAP STK CL A |
| SPDR INDEX SHS FDS | 28106 | 1248196 | PORTFOLIO DEVLPD |
| WISDOMTREE TR | 20192 | 1244231 | EFFICIENT GLD PL |
| J P MORGAN EXCHANGE TRADED F | 23488 | 1176156 | DIVERSFD EQT ETF |
| ISHARES TR | 3040 | 1176080 | RUSSELL 3000 ETF |
| ELI LILLY & CO | 899 | 966133 | COM |
| ISHARES TR | 2294 | 856971 | RUS 1000 ETF |
| VISA INC | 2273 | 797261 | COM CL A |
| ISHARES BITCOIN TRUST ETF | 15039 | 746686 | SHS BEN INT |
| ISHARES INC | 3901 | 724704 | MSCI WORLD ETF |
| TESLA INC | 1533 | 689419 | COM |
| NEXTERA ENERGY INC | 8195 | 657892 | COM |
| GLOBAL X FDS | 13724 | 655885 | US INFR DEV ETF |
| INTERNATIONAL BUSINESS MACHS | 2146 | 635881 | COM |
| META PLATFORMS INC | 959 | 633205 | CL A |
| SPDR DOW JONES INDL AVERAGE | 1254 | 602533 | UT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 12859 | 592547 | SHS |
| ISHARES TR | 5672 | 580791 | 0-5 YR TIPS ETF |
| FIRSTENERGY CORP | 11910 | 533210 | COM |
| WASTE CONNECTIONS INC | 3023 | 530911 | COM |
| MASTERCARD INCORPORATED | 928 | 529774 | CL A |
| THERMO FISHER SCIENTIFIC INC | 908 | 526139 | COM |
| ISHARES TR | 5166 | 518562 | 0-3 MNTH TREASRY |
| BLACKROCK INC | 476 | 509480 | COM |
| NU HLDGS LTD | 30210 | 505715 | ORD SHS CL A |
| BLACKSTONE INC | 3166 | 488006 | COM |
| NASDAQ INC | 4676 | 454178 | COM |
| HOME DEPOT INC | 1299 | 447126 | COM |
| MILLICOM INTL CELLULAR S A | 7978 | 442300 | COM STK |
| ISHARES TR | 3965 | 436745 | TRUST ISHARE 0-1 |
| COSTCO WHSL CORP NEW | 485 | 418231 | COM |
| SERVICE CORP INTL | 5314 | 414330 | COM |
| T-MOBILE US INC | 1977 | 401407 | COM |
| EATON CORP PLC | 1173 | 373611 | SHS |
| PAMPA ENERGIA S A | 4218 | 373335 | SPONS ADR LVL I |
| ISHARES TR | 9460 | 373204 | INTL SEL DIV ETF |
| VANGUARD INDEX FDS | 587 | 368125 | S&P 500 ETF SHS |
| CHENIERE ENERGY INC | 1783 | 346597 | COM NEW |
| MERCADOLIBRE INC | 172 | 346452 | COM |
| YPF SOCIEDAD ANONIMA | 9579 | 346377 | SPON ADR CL D |
| VERISK ANALYTICS INC | 1539 | 344257 | COM |
| AMPHENOL CORP NEW | 2402 | 324604 | CL A |
| BROOKFIELD INFRASTRUCTURE CO | 7119 | 323202 | COM SUB VTG A |
| J P MORGAN EXCHANGE TRADED F | 5515 | 315677 | EQUITY PREMIUM |
| AON PLC | 848 | 299241 | SHS CL A |
| KYNDRYL HLDGS INC | 10648 | 282810 | COMMON STOCK |
| CINTAS CORP | 1440 | 270821 | COM |
| APPLOVIN CORP | 372 | 250661 | COM CL A |
| TRANE TECHNOLOGIES PLC | 640 | 249088 | SHS |
| QUALCOMM INC | 1390 | 237888 | COM |
| NETFLIX INC | 2480 | 232524 | COM |
| QUANTA SVCS INC | 541 | 228332 | COM |
| WALMART INC | 2008 | 223708 | COM |
| ISHARES TR | 637 | 218509 | S&P 100 ETF |
| USCB FINANCIAL HOLDINGS INC | 11671 | 214975 | CLASS A COM |
| HONEYWELL INTL INC | 1052 | 205197 | COM |
| ADVANCED MICRO DEVICES INC | 953 | 204093 | COM |
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