§ 13F · FUND PROFILE
LWM Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $172M (13F)Positions · 93Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | TATE STR SPDR S&P 500 ETF T | 22K | $14M | 15.2% | −52% |
| 2 | AAPL | APPLE INC | 32K | $8M | 8.8% | +3% |
| 3 | USFR | WISDOMTREE TR | 107K | $5M | 5.8% | +16% |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | 85K | $4M | 4.6% | −46% |
| 5 | GLDM | WORLD GOLD TR | 45K | $4M | 4.5% | −71% |
| 6 | JFLX | J P MORGAN EXCHANGE TRADED F | 79K | $4M | 4.2% | −69% |
| 7 | EELV | INVESCO EXCH TRADED FD TR II | 126K | $4M | 3.8% | −67% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $3M | 3.6% | −31% |
| 9 | AMZN | AMAZON COM INC | 15K | $3M | 3.3% | −11% |
| 10 | NVDA | NVIDIA CORPORATION | 16K | $3M | 3.0% | −39% |
§ 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 $172 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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