§ 13F · FUND PROFILE
LWM Advisory Services, LLC.
AUM · $56M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 10.6% | −64% |
| 2 | AAPL | APPLE INC | 15K | $4M | 8.0% | −52% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 5K | $2M | 4.1% | −36% |
| 4 | NVDA | NVIDIA CORPORATION | 9K | $2M | 3.3% | −42% |
| 5 | MSFT | MICROSOFT CORP | 5K | $2M | 3.1% | −37% |
| 6 | GOOG | ALPHABET INC | 4K | $2M | 2.8% | −42% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 30K | $1M | 2.4% | NEW |
| 8 | AMZN | AMAZON COM INC | 6K | $1M | 2.3% | −63% |
| 9 | QQQ | INVESCO QQQ TR | 2K | $1M | 2.3% | −57% |
| 10 | GDE | WISDOMTREE TR | 20K | $1M | 2.2% | −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 $56 million in assets. The fund runs a portfolio of 80 positions.
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