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CIK: 0001697716
Total reported value
$56.0M
$56.0M
83 檔
135.8%
At the close of Q4 2025, LWM Advisory Services, LLC disclosed equity holdings valued at approximately $56.0M, spread across 83 reported holdings.
In Q4 2025, LWM Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 20 holdings to manage risk exposure.
| # | 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 | 18.06% | -4.56% | +1.88% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 7.88% | -3.77% | -2.42% | |
| 3 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 7.58% | -4.20% | EXIT | |
| 4 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 6.07% | -2.36% | +2.14% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.98% | -0.77% | +4.22% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.70% | -3.52% | +21.30% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | +0.45% | +0.29% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.32% | -2.02% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.73% | -3.61% | -9.39% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.59% | -0.90% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.18% | -7.47% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.93% | +1.53% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.86% | -0.22% | +1.69% | |
| 14 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 1.78% | -0.68% | EXIT | |
| 15 | IOO | Ishares Global 100 ETF | ETF-Other | 1.78% | -0.61% | EXIT | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.53% | -0.78% | EXIT | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.49% | -0.76% | EXIT | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.47% | -0.74% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.45% | -1.29% | |
| 20 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.03% | -0.23% | +3.94% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | -0.43% | EXIT | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.91% | — | -5.32% | |
| 23 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.88% | -0.08% | -0.44% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | -0.45% | EXIT | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.83% | -0.79% | EXIT | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.56% | -19.76% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.08% | +0.86% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.73% | -0.94% | EXIT | |
| 29 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 0.73% | +0.82% | — | |
| 30 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.69% | +0.18% | +3.90% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.69% | +0.38% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +1.12% | -43.42% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | -0.25% | EXIT | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.25% | -0.66% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.44% | +0.27% | +1.10% | |
| 36 | URTH | Ishares Msci World ETF | ETF-Other | 0.42% | — | +20.33% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.05% | +57.55% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | +0.40% | -48.54% | |
| 39 | PAVE | Global X US Infrastructure | ETF-Other | 0.38% | -0.39% | EXIT | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.24% | -0.28% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | +0.14% | +0.31% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.35% | -0.55% | EXIT | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.35% | +0.37% | — | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.34% | — | +4.77% | |
| 45 | FE | Firstenergy CORP | Stock-Utilities | 0.31% | +0.35% | +1.65% | |
| 46 | WCN | Waste Connections Inc | Stock-Industrials | 0.31% | +0.37% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.10% | -1.69% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.31% | +0.14% | -0.44% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | +0.63% | +104.84% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.30% | +0.34% | -45.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | +0.9% | +21.30% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +1.88% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.7% | -2.42% | Trim |
| 4 | AAPL | Apple Inc | +0.5% | +4.22% | Add |
| 5 | EELV | Invesco S&p Emerging Markets | +0.3% | +2.14% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -1.29% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.86% | Add |
| 8 | JFLX | Jpmorgan Flexible Debt ETF | +0.2% | +1.98% | Add |
| 9 | IOO | Ishares Global 100 ETF | +0.2% | +3.59% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +104.84% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +57.55% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +14.11% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +1.53% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +19.25% | Add |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | +14.96% | Add |
| 16 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +1.10% | Add |
| 17 | LLY | Eli Lilly & Co | -0.1% | -43.42% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | -0.2% | -19.76% | Trim |
| 19 | USFR | Wisdomtree Floating Rate Tre | -0.3% | -9.39% | Trim |
| 20 | BLK | Blackrock Inc | -0.3% | -45.85% | Trim |
| 21 | NEE | Nextera Energy Inc | -0.3% | -48.54% | Trim |
| 22 | MSFT | Microsoft CORP | -0.4% | -7.47% | Trim |
| 23 | FDS | Factset Research Systems Inc | — | EXIT | Sold out |
| 24 | SMB | Vaneck Short Muni ETF | — | EXIT | Sold out |
| 25 | SPGI | S&p Global Inc | — | EXIT | Sold out |
| 26 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 27 | AWK | American Water Works Co Inc | — | EXIT | Sold out |
| 28 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 29 | CVX | Chevron CORP | — | EXIT | Sold out |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 32 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 33 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 34 | IDV | Ishares International Select | — | NEW | New buy |
| 35 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 36 | AMT | American Tower CORP | — | EXIT | Sold out |
| 37 | WM | Waste Management Inc | — | EXIT | Sold out |
| 38 | ALC | Alcon Inc. | — | EXIT | Sold out |
| 39 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 40 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 41 | AON | Aon plc | — | NEW | New buy |
| 42 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 43 | KD | Kyndryl Holdings Inc | — | NEW | New buy |
| 44 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 45 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 46 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 47 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 48 | USCB | Uscb Financial Holdings Inc | — | NEW | New buy |
| 49 | CB | Chubb Limited | — | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group 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 83 disclosed positions in Q4 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, GLDM, JFLX) accounted for 135.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SHV
市值: $436.7K
Top Position Liquidated / Trimmed
FDS
前期市值: $1.1M
During Q4 2025, LWM Advisory Services, LLC's top holdings by market value included SPY (18.1%)、GLDM (7.9%)、JFLX (7.6%). The largest single position, SPY, represented 18.1% of total portfolio value.
In Q4 2025, LWM Advisory Services, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 8 holdings, and fully liquidating 20 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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