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CIK: 0001697716
Total reported value
$56.0M
$56.0M
93 檔
128.7%
As reported in its official Q3 2025 Form 13F filing, LWM Advisory Services, LLC's tracked investment portfolio stood at $56.0M with 93 total positions.
LWM Advisory Services, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 11 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.23% | -4.56% | +113.39% | |
| 2 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 7.39% | -4.20% | EXIT | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 7.20% | -3.77% | -37.70% | |
| 4 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.74% | -2.36% | -6.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.46% | -0.77% | +3.12% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.85% | -3.52% | -5.83% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.99% | +0.45% | +2.44% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.99% | -3.61% | +21.55% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.32% | +1.16% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | +0.18% | +0.74% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.63% | -0.90% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.93% | -1.46% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | -0.22% | +1.74% | |
| 14 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 1.71% | -0.68% | EXIT | |
| 15 | IOO | Ishares Global 100 ETF | ETF-Other | 1.62% | -0.61% | EXIT | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.52% | -0.76% | EXIT | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.50% | -0.78% | EXIT | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.43% | -0.74% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.45% | -1.09% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.00% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.56% | +2.58% | |
| 22 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.98% | -0.23% | +2.81% | |
| 23 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.87% | -0.08% | +1.63% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | -0.43% | EXIT | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.77% | -0.79% | EXIT | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +1.12% | -6.42% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | +0.40% | -4.60% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.45% | EXIT | |
| 29 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 0.68% | +0.82% | — | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.67% | +0.38% | — | |
| 31 | FDS | Factset Research Systems Inc | Stock-Financials | 0.67% | — | — | |
| 32 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.66% | +0.18% | +2.89% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.08% | +3.29% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.60% | +0.34% | +0.34% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | -0.94% | EXIT | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.56% | +0.27% | — | |
| 37 | SMB | Vaneck Short Muni ETF | ETF-Other | 0.53% | — | — | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | -0.25% | EXIT | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.25% | -0.78% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.14% | -1.44% | |
| 41 | NU | Nu Holdings Ltd. | Stock-Financials | 0.38% | +0.26% | — | |
| 42 | PAVE | Global X US Infrastructure | ETF-Other | 0.36% | -0.39% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | +0.24% | -0.97% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.35% | +0.37% | — | |
| 45 | URTH | Ishares Msci World ETF | ETF-Other | 0.34% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | -0.55% | EXIT | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.33% | +0.13% | -11.70% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.33% | +0.20% | +1.57% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.33% | — | -1.87% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | +0.10% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.5% | +113.39% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.1% | +241.06% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +1% | +2.04% | Add |
| 4 | NVDA | Nvidia CORP | +0.8% | +1.16% | Trim |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | -3.93% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.74% | Trim |
| 7 | GLDM | Spdr Gold Minishares Trust | +0.3% | -37.70% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.09% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.29% | Trim |
| 10 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +21.55% | Add |
| 11 | SMLF | Ishares US Smallcap Equity F | +0.1% | +1.63% | Add |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +21.86% | Add |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 14 | TIGO | Millicom International Cellular S.A. | +0.1% | — | Unchanged |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +2.58% | Trim |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.28% | Trim |
| 17 | BLK | Blackrock Inc | 0% | +0.34% | Add |
| 18 | IWV | Ishares Russell 3000 ETF | — | — | Unchanged |
| 19 | JPSE | JPM Diversified Rt Small Cap | — | +2.89% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.74% | Trim |
| 21 | AAPL | Apple Inc | -0.1% | +3.12% | Add |
| 22 | IOO | Ishares Global 100 ETF | -0.1% | +5.00% | Trim |
| 23 | AMZN | Amazon.com Inc | -0.2% | -1.46% | Trim |
| 24 | YPF | Ypf S.a.-sponsored Adr | -0.2% | — | Trim |
| 25 | EELV | Invesco S&p Emerging Markets | -0.3% | -6.00% | Add |
| 26 | LLY | Eli Lilly & Co | -0.3% | -6.42% | Trim |
| 27 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -49.48% | Trim |
| 28 | FDS | Factset Research Systems Inc | -0.6% | — | Unchanged |
| 29 | JMUB | Jpmorgan Municipal ETF | -0.9% | -5.83% | Trim |
| 30 | PAVE | Global X US Infrastructure | -4.4% | -0.27% | Trim |
| 31 | JFLX | Jpmorgan Flexible Debt ETF | — | NEW | New buy |
| 32 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 34 | FDL | First Trust Morn Dvd Lead In | — | EXIT | Sold out |
| 35 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 36 | RWL | Invesco S&p 500 Revenue ETF | — | NEW | New buy |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | — | EXIT | Sold out |
| 38 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 39 | GDE | Wisdomtree Efficient Gold Pl | — | NEW | New buy |
| 40 | SMB | Vaneck Short Muni ETF | — | NEW | New buy |
| 41 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 42 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 43 | APP | Applovin Corp-class A | — | NEW | New buy |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 45 | OMFL | Invesco Russell 1000 Dyn M/f | — | EXIT | Sold out |
| 46 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 47 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 48 | CHD | Church & Dwight Co Inc | — | EXIT | Sold out |
| 49 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 50 | SNPS | Synopsys Inc | — | 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 93 disclosed positions in Q3 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 SPY, JFLX, GLDM) accounted for 128.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
JFLX
市值: $12.7M
Top Position Liquidated / Trimmed
RSP
前期市值: $8.5M
During Q3 2025, LWM Advisory Services, LLC's top holdings by market value included SPY (17.2%)、JFLX (7.4%)、GLDM (7.2%). The largest single position, SPY, represented 17.2% of total portfolio value.
In Q3 2025, LWM Advisory Services, LLC made 46 total portfolio adjustments, initiating 9 new buys, adding to 11 positions, trimming 15 holdings, and fully liquidating 11 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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