§ 13F · FUND PROFILE
LWM Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171.6T (13F)Positions · 93Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 45K | $30.8T | 18.1% | +2% |
| 2 | GLDM | WORLD GOLD TR | 158K | $13.5T | 7.9% | −2% |
| 3 | JFLX | J P MORGAN EXCHANGE TRADED F | 258K | $12.9T | 7.6% | +2% |
| 4 | EELV | INVESCO EXCH TRADED FD TR II | 378K | $10.4T | 6.1% | +2% |
| 5 | AAPL | APPLE INC | 31K | $8.5T | 5.0% | +4% |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | 159K | $8.0T | 4.7% | +21% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5.2T | 3.0% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 26K | $4.8T | 2.8% | −2% |
| 9 | USFR | WISDOMTREE TR | 92K | $4.7T | 2.7% | −9% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 37K | $4.4T | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LWM SIGNAL
AC read
LWM Advisory Services, LLC is a Other fund managing $171565.3 trillion in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed