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LWM Advisory Services, LLC 13F holdings

Filed 2026-08-03 · LWM Advisory Services, LLC · 80 positions · $56.0M

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T8.0K$6.0M10.6%
AAPLAPPLE INC15.5K$4.5M8.0%
BRK-BBERKSHIRE HATHAWAY INC DEL4.6K$2.3M4.1%
NVDANVIDIA CORPORATION9.2K$1.8M3.3%
MSFTMICROSOFT CORP4.6K$1.7M3.1%
GOOGALPHABET INC4.5K$1.6M2.8%
FBNDFIDELITY MERRIMACK STR TR30.0K$1.4M2.4%
AMZNAMAZON COM INC5.5K$1.3M2.3%
QQQINVESCO QQQ TR1.7K$1.3M2.3%
GDEWISDOMTREE TR20.0K$1.2M2.2%
USFRWISDOMTREE TR24.2K$1.2M2.2%
LLYELI LILLY & CO901$1.1M1.9%
SGOVISHARES TR10.4K$1.1M1.9%
JCPBJ P MORGAN EXCHANGE TRADED F22.0K$1.0M1.8%
JPMJPMORGAN CHASE & CO3.1K$1.0M1.8%
SPYMSPDR SERIES TRUST10.1K$883,3501.6%
IWVISHARES TR2.0K$842,9931.5%
EELVINVESCO EXCH TRADED FD TR II28.5K$792,6001.4%
LRGFISHARES TR9.6K$725,6531.3%
—MILLICOM INTL CELLULAR S A8.0K$724,0831.3%
APHAMPHENOL CORP4.1K$714,8001.3%
AVDEAMERICAN CENTY ETF TR8.0K$712,4231.3%
NEENEXTERA ENERGY INC7.8K$684,1651.2%
PVALPUTNAM ETF TRUST12.9K$654,8941.2%
GOOGLALPHABET INC1.7K$618,9591.1%
JPMEJ P MORGAN EXCHANGE TRADED F4.7K$587,1281.0%
JMUBJ P MORGAN EXCHANGE TRADED F11.5K$583,3421.0%
FVDFIRST TR EXCHANGE-TRADED FD11.8K$569,0541.0%
AVEMAMERICAN CENTY ETF TR5.7K$549,6861.0%
FEFIRSTENERGY CORP11.3K$537,6281.0%
VFLOVICTORY PORTFOLIOS II11.5K$527,3930.9%
SHVISHARES TR4.8K$527,2520.9%
AONAON PLC1.5K$512,4580.9%
ETNEATON CORP PLC1.2K$504,5250.9%
IBITISHARES BITCOIN TRUST ETF14.9K$495,1890.9%
WCNWASTE CONNECTIONS INC2.9K$491,2410.9%
PYLDPIMCO ETF TR18.2K$483,5780.9%
QLTYGMO ETF TRUST11.2K$467,9590.8%
VVISA INC1.4K$465,9120.8%
BLKBLACKROCK INC481$462,5080.8%
GEVGE VERNOVA INC377$442,9200.8%
YPFYPF SOCIEDAD ANONIMA9.6K$435,5570.8%
JPSEJ P MORGAN EXCHANGE TRADED F7.1K$426,6620.8%
IBMINTERNATIONAL BUSINESS MACHS1.5K$416,7510.7%
GLDMWORLD GOLD TR5.2K$410,2740.7%
NUNU HLDGS LTD30.2K$403,6060.7%
SCISERVICE CORP INTL5.3K$402,8150.7%
TAT&T INC19.1K$395,7010.7%
GEGE AEROSPACE1.1K$395,4040.7%
NDAQNASDAQ INC4.7K$372,0270.7%
IDVISHARES TR8.5K$352,2770.6%
NFLXNETFLIX INC.4.8K$344,8600.6%
VOOVANGUARD INDEX FDS489$335,8500.6%
VGITVANGUARD SCOTTSDALE FDS5.7K$334,9910.6%
PAMPAMPA ENERGIA SA4.1K$334,3510.6%
AMDADVANCED MICRO DEVICES INC574$333,4390.6%
BXBLACKSTONE INC2.8K$331,3570.6%
ORCLORACLE CORP2.2K$323,1370.6%
IQLTISHARES TR6.5K$321,3660.6%
METAMETA PLATFORMS INC561$316,0000.6%
Top Fund Holdings
13F
Top Fund Holdings

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