Q2 2026 13F · SEC CIK 1697716

LWM Advisory Services, LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $56.0M
Reported positions: 80
Top holdings a year, 3 yrs: +14.6%
Average holding period: 4.2 yrs

LWM Advisory Services, LLC is a wealth manager that reported 80 positions worth $56.0M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 10.6%), Apple Inc (AAPL, 8.0%), Berkshire Hathaway Inc Del (BRK-B, 4.1%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

LWM Advisory Services, LLC holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LWM Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	10.6%	15.2%	7,977	-63.5%	$6.0M
AAPLApple Inc	8.0%	8.8%	15,499	-52.1%	$4.5M
BRK-BBerkshire Hathaway Inc Del	4.1%	3.6%	4,552	-35.6%	$2.3M
NVDANvidia Corporation	3.3%	3.0%	9,235	-41.7%	$1.8M
MSFTMicrosoft Corp	3.1%	2.9%	4,619	-36.7%	$1.7M
GOOGAlphabet Inc	2.8%	2.4%	4,462	-41.8%	$1.6M
FBNDFidelity Merrimack Str Tr	2.4%	—	30,029	—	$1.4M
AMZNAmazon Com Inc	2.3%	3.3%	5,506	-62.5%	$1.3M
QQQInvesco Qqq Tr	2.3%	2.5%	1,727	-57.3%	$1.3M
GDEWisdomtree Tr	2.2%	1.4%	20,000	-1.0%	$1.2M
USFRWisdomtree Tr	2.2%	5.8%	24,153	-77.5%	$1.2M
LLYEli Lilly & Co	1.9%	0.8%	901	+8.8%	$1.1M
SGOVIshares Tr	1.9%	1.2%	10,441	-10.0%	$1.1M
JCPBJ P Morgan Exchange Traded F	1.8%	—	21,989	—	$1.0M
JPMJpmorgan Chase & Co	1.8%	1.3%	3,119	-21.9%	$1.0M
SPLGSpdr Series Trust	1.6%	—	10,052	—	$883K
IWVIshares Tr	1.5%	1.1%	1,977	-30.1%	$843K
EELVInvesco Exch Traded Fd Tr II	1.4%	3.8%	28,511	-77.3%	$793K
LRGFIshares Tr	1.3%	—	9,595	—	$726K
TIGOMillicom Intl Cellular S A	1.3%	0.6%	7,978	+0.0%	$724K
APHAmphenol Corp	1.3%	0.5%	4,054	+1.7%	$715K
AVDEAvantis International Equity ETF	1.3%	—	7,987	—	$712K
NEENextera Energy Inc	1.2%	0.8%	7,795	-6.2%	$684K
PVALPutnam Focused Large Capvalue ETF	1.2%	—	12,854	—	$655K
GOOGLAlphabet Inc	1.1%	1.0%	1,732	-46.1%	$619K
JPMEJ P Morgan Exchange Traded F	1.0%	1.3%	4,726	-54.9%	$587K
JMUBJ P Morgan Exchange Traded F	1.0%	4.6%	11,516	-86.5%	$583K
FVDFirst Tr Exchange-Traded Fd	1.0%	0.6%	11,811	-8.1%	$569K
AVEMAmerican Centy ETF Tr	1.0%	—	5,697	—	$550K
FEFirstenergy Corp	1.0%	0.6%	11,309	+0.0%	$538K
VFLOVictory Portfolios II Victoryshares Free	0.9%	—	11,528	—	$527K
SHVIshares Tr	0.9%	0.9%	4,778	-35.7%	$527K
AONAon PLC	0.9%	—	1,545	—	$512K
ETNEaton Corp PLC	0.9%	0.4%	1,184	+0.9%	$505K
IBITIshares Bitcoin Trust ETF	0.9%	0.6%	14,875	+0.0%	$495K
WCNWaste Connections Inc	0.9%	0.5%	2,948	+0.0%	$491K
PYLDPimco ETF Tr	0.9%	—	18,235	—	$484K
QLTYGmo ETF Trust	0.8%	—	11,244	—	$468K
VVisa Inc	0.8%	0.6%	1,358	-24.1%	$466K
BLKBlackrock Inc	0.8%	0.5%	481	+0.0%	$463K
GEVGe Vernova Inc	0.8%	—	377	—	$443K
YPFYpf Sociedad Anonima	0.8%	0.5%	9,579	+0.0%	$436K
JPSEJ P Morgan Exchange Traded F	0.8%	0.6%	7,091	-31.1%	$427K
IBMInternational Business Machs	0.7%	0.5%	1,482	-23.0%	$417K
GLDMWorld Gold Tr	0.7%	4.5%	5,166	-88.6%	$410K
NUNu Hldgs Ltd	0.7%	0.5%	30,210	+0.0%	$404K
SCIService Corp Intl Com	0.7%	0.5%	5,303	+0.0%	$403K
TAt&t Inc	0.7%	0.6%	19,116	-5.4%	$396K
GEGe Aerospace	0.7%	—	1,058	—	$395K
NDAQNasdaq Inc	0.7%	—	4,720	—	$372K

What LWM Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$56.0M	80
Q1 2026	$93.7M	76
Q4 2025	$170.7M	83
Q3 2025	$171.6M	93
Q2 2025	$145.0M	90
Q1 2025	$144.0M	96
Q4 2024	$143.8M	95
Q3 2024	$135.0M	93
Q2 2024	$119.1M	80
Q1 2024	$124.7M	88
Q4 2023	$113.7M	80
Q3 2023	$93.3M	146

Questions about LWM Advisory Services, LLC's portfolio

What stocks does LWM Advisory Services, LLC own?

LWM Advisory Services, LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 80 positions worth $56.0M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 10.6%, Apple Inc (AAPL) at 8.0%, Berkshire Hathaway Inc Del (BRK-B) at 4.1%, Nvidia Corporation (NVDA) at 3.3% and Microsoft Corp (MSFT) at 3.1%.

What did LWM Advisory Services, LLC buy last quarter?

In Q2 2026, LWM Advisory Services, LLC added Eli Lilly & Co (LLY) (+8.8% shares), compared with its Q1 2026 filing.

What did LWM Advisory Services, LLC sell last quarter?

In Q2 2026, LWM Advisory Services, LLC cut from its top 50 J P Morgan Exchange Traded F (JFLX), cut from its top 50 Spdr Index Shs Fds (SPDW), cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Invesco Exch Traded Fd Tr II (RWL), cut from its top 50 Select Sector Spdr Tr (XLK), World Gold Tr (GLDM) (-88.6% shares), J P Morgan Exchange Traded F (JMUB) (-86.5% shares) and Wisdomtree Tr (USFR) (-77.5% shares), compared with its Q1 2026 filing.

How has LWM Advisory Services, LLC's portfolio performed?

A portfolio copying LWM Advisory Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +10.9% a year against +16.8%.

When is LWM Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LWM Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.