LWM Advisory Services, LLC
CIK: 0001697716SEC EDGAR →
Portfolio Value
$170.7M
Holdings
83
As of
Q4 2025
New Positions
10
Closed Positions
20
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 45,197 | $30.8M | 18.06% |
| 2 | WORLD GOLD TR | 157,581 | $13.5M | 7.88% |
| 3 | J P MORGAN EXCHANGE TRADED F | 257,506 | $12.9M | 7.58% |
| 4 | INVESCO EXCH TRADED FD TR II | 377,830 | $10.4M | 6.07% |
| 5 | APPLE INC | 31,290 | $8.5M | 4.98% |
| 6 | J P MORGAN EXCHANGE TRADED F | 158,760 | $8.0M | 4.70% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 10,246 | $5.2M | 3.02% |
| 8 | NVIDIA CORPORATION | 25,766 | $4.8M | 2.82% |
| 9 | WISDOMTREE TR | 92,469 | $4.7M | 2.73% |
| 10 | INVESCO EXCH TRADED FD TR II | 37,045 | $4.4M | 2.59% |
Quarterly Changes
New Positions (10)
Closed Positions (20)
$1.1M · 4K shares
$909K · 52K shares
$529K · 1K shares
$485K · 2K shares
$474K · 3K shares
$447K · 6K shares
$443K · 3K shares
$430K · 3K shares
$425K · 2K shares
$394K · 2K shares
$372K · 10K shares
$370K · 2K shares
$349K · 2K shares
$340K · 5K shares
$297K · 225 shares
$264K · 2K shares
$241K · 345 shares
$241K · 2K shares
$212K · 752 shares
$208K · 591 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $105.9M | 62.0% |
| Technology | 10 | $32.8M | 19.2% |
| Unknown | 7 | $14.4M | 8.4% |
| Communication Services | 6 | $5.6M | 3.3% |
| Consumer Cyclical | 4 | $5.4M | 3.1% |
| Industrials | 6 | $1.9M | 1.1% |
| Utilities | 4 | $1.9M | 1.1% |
| Healthcare | 2 | $1.5M | 0.9% |
| Energy | 2 | $692K | 0.4% |
| Consumer Defensive | 2 | $641K | 0.4% |