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CIK: 0001697716
Total reported value
$56.0M
$56.0M
76 檔
64.9%
As reported in its official Q1 2026 Form 13F filing, LWM Advisory Services, LLC's tracked investment portfolio stood at $56.0M with 76 total positions.
In Q1 2026, LWM Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 14 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 | 15.19% | -4.56% | -51.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.77% | -0.77% | +3.33% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.78% | -3.61% | +16.22% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.56% | -3.52% | -46.24% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.50% | -3.77% | -71.13% | |
| 6 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 4.20% | -4.20% | EXIT | |
| 7 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 3.77% | -2.36% | -66.74% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | +0.45% | -30.99% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.93% | -11.22% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.32% | -38.55% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | +0.18% | -13.37% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.49% | -0.22% | -21.57% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | +0.45% | -3.40% | |
| 14 | GDE | Wisdomtree Efficient Gold Pl | ETF-Commodities | 1.36% | +0.82% | — | |
| 15 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.28% | -0.23% | -34.98% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.56% | -7.95% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.25% | +0.63% | +124.45% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.12% | +0.38% | -6.94% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.08% | -27.96% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.94% | -0.94% | EXIT | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.90% | -0.90% | EXIT | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.88% | +0.06% | +87.49% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | +0.40% | +1.45% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +1.12% | -7.90% | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.79% | -0.79% | EXIT | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -0.78% | EXIT | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.76% | -0.76% | EXIT | |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.74% | -0.74% | EXIT | |
| 29 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 0.68% | -0.68% | EXIT | |
| 30 | FVD | First Trust Value Line Dvd | ETF-Other | 0.65% | +0.37% | — | |
| 31 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.64% | +0.65% | — | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.63% | +0.08% | — | |
| 33 | FE | Firstenergy CORP | Stock-Utilities | 0.61% | +0.35% | -5.05% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.61% | +0.27% | -1.09% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-Other | 0.61% | -0.61% | EXIT | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.25% | -21.25% | |
| 37 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.58% | +0.18% | -56.17% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | +0.05% | +122.26% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.55% | -0.55% | EXIT | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.54% | +0.74% | +65.90% | |
| 41 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.53% | -0.08% | -67.13% | |
| 42 | LNG | Cheniere Energy Inc | Stock-Energy | 0.52% | -0.03% | -3.25% | |
| 43 | WCN | Waste Connections Inc | Stock-Industrials | 0.51% | +0.37% | -2.48% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.24% | -10.30% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.49% | +0.34% | +1.05% | |
| 46 | YPF | Ypf S.a.-sponsored Adr | Stock-Other | 0.47% | +0.31% | — | |
| 47 | SCI | Service CORP International | Stock-Consumer Disc | 0.47% | +0.25% | -0.21% | |
| 48 | NU | Nu Holdings Ltd. | Stock-Financials | 0.46% | +0.26% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.45% | EXIT | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.45% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.8% | +3.33% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +3.1% | +16.22% | Add |
| 3 | AMZN | Amazon.com Inc | +1% | -11.22% | Trim |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +1% | +124.45% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | -3.40% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | -21.57% | Trim |
| 7 | GDE | Wisdomtree Efficient Gold Pl | +0.6% | — | Unchanged |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.6% | +87.49% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -30.99% | Trim |
| 10 | MSFT | Microsoft CORP | +0.5% | -13.37% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | -7.95% | Trim |
| 12 | NFLX | Netflix Inc | +0.4% | +122.26% | Add |
| 13 | IWV | Ishares Russell 3000 ETF | +0.4% | -6.94% | Trim |
| 14 | NEE | Nextera Energy Inc | +0.4% | +1.45% | Add |
| 15 | TIGO | Millicom International Cellular S.A. | +0.4% | — | Unchanged |
| 16 | APH | Amphenol Corp-cl A | +0.4% | +65.90% | Add |
| 17 | LNG | Cheniere Energy Inc | +0.3% | -3.25% | Trim |
| 18 | FE | Firstenergy CORP | +0.3% | -5.05% | Trim |
| 19 | FVD | First Trust Value Line Dvd | +0.3% | — | Unchanged |
| 20 | AON | Aon plc | +0.3% | +52.71% | Add |
| 21 | YPF | Ypf S.a.-sponsored Adr | +0.3% | — | Unchanged |
| 22 | JPME | JPM Diver Ret US Mc Equity | +0.3% | -34.98% | Trim |
| 23 | LLY | Eli Lilly & Co | +0.2% | -7.90% | Trim |
| 24 | ETN | Eaton Corporation plc | +0.2% | — | Unchanged |
| 25 | SCI | Service CORP International | +0.2% | -0.21% | Trim |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | -31.66% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | +0.2% | -27.96% | Trim |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | -11.80% | Trim |
| 29 | WCN | Waste Connections Inc | +0.2% | -2.48% | Trim |
| 30 | BLK | Blackrock Inc | +0.2% | +1.05% | Add |
| 31 | IDV | Ishares International Select | +0.2% | -6.96% | Trim |
| 32 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | -1.09% | Trim |
| 33 | NVDA | Nvidia CORP | +0.2% | -38.55% | Trim |
| 34 | NU | Nu Holdings Ltd. | +0.2% | — | Unchanged |
| 35 | NDAQ | Nasdaq Inc | +0.2% | +0.94% | Add |
| 36 | TMUS | T-mobile US Inc | +0.2% | -9.96% | Trim |
| 37 | PAM | Pampa Energia Sa-spon Adr | +0.2% | -3.49% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | — | Unchanged |
| 39 | IBM | Intl Business Machines CORP | +0.1% | -10.30% | Trim |
| 40 | OEF | Ishares S&p 100 ETF | +0.1% | +18.21% | Add |
| 41 | V | Visa Inc-class A Shares | +0.1% | -21.25% | Trim |
| 42 | BIPC | Brookfield Infrastructure-a | +0.1% | — | Unchanged |
| 43 | BX | Blackstone Inc | +0.1% | — | Unchanged |
| 44 | VOO | Vanguard S&p 500 ETF | +0.1% | -16.70% | Trim |
| 45 | COST | Costco Wholesale CORP | +0.1% | -36.08% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | +0.1% | -22.03% | Trim |
| 47 | META | Meta Platforms Inc-class A | +0.1% | -28.57% | Trim |
| 48 | TSLA | Tesla Inc | 0% | -27.20% | Trim |
| 49 | MELI | Mercadolibre Inc | 0% | -29.07% | Trim |
| 50 | HD | Home Depot Inc | 0% | -39.65% | Trim |
According to official SEC Form 13F filings, LWM Advisory Services, LLC reported a total U.S. public equity portfolio value of $56.0M across 76 disclosed positions in Q1 2026.
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, AAPL, USFR) accounted for 64.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
T
市值: $585.7K
Top Position Liquidated / Trimmed
IWP
前期市值: $1.6M
During Q1 2026, LWM Advisory Services, LLC's top holdings by market value included SPY (15.2%)、AAPL (8.8%)、USFR (5.8%). The largest single position, SPY, represented 15.2% of total portfolio value.
In Q1 2026, LWM Advisory Services, LLC made 81 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 49 holdings, and fully liquidating 14 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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