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CIK: 0001697716
Total reported value
$56.0M
$56.0M
90 檔
100.0%
The Q2 2025 SEC filing reveals that LWM Advisory Services, LLC held a total portfolio value of $56.0M, covering 90 public equity positions.
In Q2 2025, LWM Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 11.71% | -3.77% | +60.30% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.86% | -4.56% | +4.75% | |
| 3 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 7.09% | -2.36% | +10.80% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.20% | — | +0.73% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.76% | -3.52% | +2.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.12% | -0.77% | -1.94% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.34% | +0.45% | +1.01% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | +0.18% | -4.78% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.01% | -0.90% | EXIT | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.91% | -3.61% | +2.03% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | +0.32% | -5.63% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -0.93% | -2.92% | |
| 13 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 2.14% | -0.68% | EXIT | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.90% | -0.22% | -11.28% | |
| 15 | IOO | Ishares Global 100 ETF | ETF-Other | 1.64% | -0.61% | EXIT | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | -0.76% | EXIT | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.26% | -0.74% | EXIT | |
| 18 | FDS | Factset Research Systems Inc | Stock-Financials | 1.23% | — | — | |
| 19 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.08% | -0.23% | -0.15% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.56% | -3.75% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.45% | -5.06% | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.93% | — | -1.78% | |
| 23 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.93% | -0.08% | +10.92% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +1.12% | — | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | -0.43% | EXIT | |
| 26 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.85% | — | -46.34% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | +0.40% | +8.66% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.74% | +0.38% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | -0.45% | EXIT | |
| 30 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.69% | +0.18% | +0.45% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.66% | -0.94% | EXIT | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.63% | +0.34% | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.63% | +0.27% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.25% | -9.64% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.08% | -6.58% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | -0.25% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.14% | -1.42% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | -0.78% | EXIT | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | +0.13% | +9.83% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.24% | -2.73% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.42% | — | +14.64% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | +0.37% | -3.02% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.39% | — | -0.07% | |
| 44 | WCN | Waste Connections Inc | Stock-Industrials | 0.39% | +0.37% | -0.36% | |
| 45 | PAVE | Global X US Infrastructure | ETF-Other | 0.39% | -0.39% | EXIT | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | -0.55% | EXIT | |
| 47 | URTH | Ishares Msci World ETF | ETF-Other | 0.38% | — | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.10% | -9.63% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | — | -5.98% | |
| 50 | AWK | American Water Works Co Inc | Stock-Utilities | 0.35% | — | -4.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +4.8% | +60.30% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +4.75% | Add |
| 3 | EELV | Invesco S&p Emerging Markets | +1.1% | +10.80% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +1.1% | +153.79% | Add |
| 5 | NVDA | Nvidia CORP | +0.8% | -5.63% | Trim |
| 6 | IWD | Ishares Russell 1000 Value E | +0.7% | NEW | New buy |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | +0.7% | +7.51% | Add |
| 8 | MSFT | Microsoft CORP | +0.6% | -4.78% | Trim |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +0.73% | Add |
| 10 | NDAQ | Nasdaq Inc | +0.3% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.3% | -2.92% | Trim |
| 12 | SMLF | Ishares US Smallcap Equity F | +0.2% | +10.92% | Add |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -3.75% | Trim |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -4.25% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.42% | Trim |
| 17 | MELI | Mercadolibre Inc | +0.1% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | +0.1% | -2.62% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -11.28% | Trim |
| 20 | NFLX | Netflix Inc | +0.1% | -8.62% | Trim |
| 21 | IWV | Ishares Russell 3000 ETF | +0.1% | — | Unchanged |
| 22 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 23 | SPGI | S&p Global Inc | +0.1% | +14.64% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -5.06% | Trim |
| 25 | DKNG | Draftkings Inc-cl A | +0.1% | — | Unchanged |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | -1.79% | Trim |
| 27 | BLK | Blackrock Inc | +0.1% | — | Unchanged |
| 28 | IBM | Intl Business Machines CORP | +0.1% | -2.73% | Trim |
| 29 | JMUB | Jpmorgan Municipal ETF | 0% | +2.04% | Add |
| 30 | USFR | Wisdomtree Floating Rate Tre | 0% | +2.03% | Add |
| 31 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 32 | PAM | Pampa Energia Sa-spon Adr | -0.1% | -17.35% | Trim |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | -16.34% | Trim |
| 34 | YPF | Ypf S.a.-sponsored Adr | -0.1% | -21.08% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | +7.75% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.90% | Trim |
| 37 | IOO | Ishares Global 100 ETF | -0.1% | -15.35% | Trim |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -27.13% | Trim |
| 39 | CHD | Church & Dwight Co Inc | -0.2% | EXIT | Sold out |
| 40 | CRM | Salesforce Inc | -0.2% | EXIT | Sold out |
| 41 | SNPS | Synopsys Inc | -0.2% | EXIT | Sold out |
| 42 | ADBE | Adobe Inc | -0.2% | EXIT | Sold out |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | EXIT | Sold out |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.01% | Add |
| 45 | GS | Goldman Sachs Group Inc | -0.3% | EXIT | Sold out |
| 46 | NU | Nu Holdings Ltd. | -0.4% | EXIT | Sold out |
| 47 | AAPL | Apple Inc | -0.5% | -1.94% | Trim |
| 48 | FDL | First Trust Morn Dvd Lead In | -0.8% | -46.34% | Trim |
| 49 | PAVE | Global X US Infrastructure | -4.4% | -92.89% | Trim |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | -5% | EXIT | Sold out |
According to official SEC Form 13F filings, LWM Advisory Services, LLC reported a total U.S. public equity portfolio value of $56.0M across 90 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, SPY, EELV) accounted for 100.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWD
市值: $1.0M
Top Position Liquidated / Trimmed
COWZ
前期市值: $7.2M
During Q2 2025, LWM Advisory Services, LLC's top holdings by market value included GLDM (11.7%)、SPY (8.9%)、EELV (7.1%). The largest single position, GLDM, represented 11.7% of total portfolio value.
In Q2 2025, LWM Advisory Services, LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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