Institutional
LWM Advisory Services, LLC
CIK 0001697716
$93.7M
Reported AUM
76
Positions
Q1 2026
Period
2026-04-29
Filed
Editorial summary
Summary for LWM Advisory Services, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | TATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | 20.62% | 75.74% | $14.2M | 15.19% | — | HELD |
| 2 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $8.2M | 8.77% | — | HELD |
| 3 | USFR | WISDOMTREE TR | $50.38 | 0.02% | 3.93% | 19.98% | $5.4M | 5.78% | — | HELD |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | $49.74 | -0.11% | 3.94% | 4.42% | $4.3M | 4.56% | — | HELD |
| 5 | GLDM | WORLD GOLD TR | $80.14 | -1.46% | 22.37% | 125.17% | $4.2M | 4.50% | — | HELD |
| 6 | JFLX | J P MORGAN EXCHANGE TRADED F | $49.94 | 0.00% | 2.92% | 2.60% | $3.9M | 4.20% | — | HELD |
| 7 | EELV | INVESCO EXCH TRADED FD TR II | $28.79 | -0.03% | 16.18% | 40.50% | $3.5M | 3.77% | — | HELD |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $3.4M | 3.62% | — | HELD |
| 9 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $3.1M | 3.27% | — | HELD |
| 10 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $2.8M | 2.98% | — | HELD |
| 11 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $2.7M | 2.90% | — | HELD |
| 12 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $2.3M | 2.49% | — | HELD |
| 13 | GOOG | LPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $2.2M | 2.36% | — | HELD |
| 14 | GDE | WISDOMTREE TR | $61.10 | -0.71% | 34.34% | 197.31% | $1.3M | 1.36% | — | HELD |
| 15 | JPME | J P MORGAN EXCHANGE TRADED F | $125.79 | -0.28% | 24.29% | 52.06% | $1.2M | 1.28% | — | HELD |
| 16 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $1.2M | 1.26% | — | HELD |
| 17 | SGOV | ISHARES TR | $100.71 | 0.02% | 3.81% | 19.65% | $1.2M | 1.25% | — | HELD |
| 18 | IWV | ISHARES TR | $424.87 | 0.58% | 20.78% | 67.81% | $1.0M | 1.12% | — | HELD |
| 19 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $956K | 1.02% | — | HELD |
| 20 | SPDW | SPDR INDEX SHS FDS | $50.07 | -0.69% | 30.79% | 57.65% | $877K | 0.94% | — | HELD |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | $143.83 | 0.29% | 27.73% | 139.02% | $840K | 0.90% | — | HELD |
| 22 | SHV | ISHARES TR | $110.40 | 0.03% | 3.73% | 18.40% | $821K | 0.88% | — | HELD |
| 23 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | 28.52% | 18.85% | $772K | 0.82% | — | HELD |
| 24 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | 50.85% | 361.96% | $762K | 0.81% | — | HELD |
| 25 | RWL | INVESCO EXCH TRADED FD TR II | $131.71 | 0.47% | 30.37% | 86.58% | $740K | 0.79% | — | HELD |
| 26 | XLK | SELECT SECTOR SPDR TR | $175.28 | -0.26% | 37.13% | 129.18% | $727K | 0.78% | — | HELD |
| 27 | QQQM | INVESCO EXCH TRADED FD TR II | $283.29 | 0.69% | 24.01% | 85.99% | $708K | 0.76% | — | HELD |
| 28 | XLG | INVESCO EXCHANGE TRADED FD T | $60.77 | 1.06% | 15.28% | 81.85% | $690K | 0.74% | — | HELD |
| 29 | BYLD | ISHARES TR | $22.29 | -0.18% | 3.72% | 9.84% | $637K | 0.68% | — | HELD |
| 30 | FVD | FIRST TR EXCHANGE-TRADED FD | $50.14 | -0.18% | 14.68% | 35.81% | $605K | 0.65% | — | HELD |
| 31 | TIGO | ILLICOM INTL CELLULAR S A | $95.48 | 0.33% | — | — | $598K | 0.64% | — | HELD |
| 32 | T | AT&T INC | $23.27 | 0.25% | — | — | $586K | 0.63% | — | HELD |
| 33 | FE | FIRSTENERGY CORP | $48.31 | -0.82% | — | — | $573K | 0.61% | — | HELD |
| 34 | IBIT | ISHARES BITCOIN TRUST ETF | $35.64 | -2.89% | — | — | $571K | 0.61% | — | HELD |
| 35 | IOO | ISHARES TR | $141.36 | 1.15% | — | — | $571K | 0.61% | — | HELD |
| 36 | V | VISA INC | $366.16 | -0.03% | — | — | $545K | 0.58% | — | HELD |
| 37 | JPSE | J P MORGAN EXCHANGE TRADED F | $59.22 | -0.26% | — | — | $540K | 0.58% | — | HELD |
| 38 | NFLX | NETFLIX INC. | $71.69 | -2.02% | — | — | $530K | 0.57% | — | HELD |
| 39 | DIA | TATE STR SPDR DOW JONES IND | $524.44 | 0.56% | — | — | $512K | 0.55% | — | HELD |
| 40 | APH | AMPHENOL CORP | $160.73 | 0.57% | — | — | $504K | 0.54% | — | HELD |
| 41 | SMLF | ISHARES TR | $86.23 | -0.34% | — | — | $498K | 0.53% | — | HELD |
| 42 | LNG | CHENIERE ENERGY INC | $263.71 | 2.19% | — | — | $489K | 0.52% | — | HELD |
| 43 | WCN | WASTE CONNECTIONS INC | $167.38 | 0.67% | — | — | $478K | 0.51% | — | HELD |
| 44 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $467K | 0.50% | — | HELD |
| 45 | BLK | BLACKROCK INC | $1090.39 | -0.73% | — | — | $463K | 0.49% | — | HELD |
| 46 | YPF | YPF SOCIEDAD ANONIMA | $52.54 | 0.75% | — | — | $443K | 0.47% | — | HELD |
| 47 | SCI | SERVICE CORP INTL | $86.25 | 1.12% | — | — | $438K | 0.47% | — | HELD |
| 48 | NU | NU HLDGS LTD | $14.33 | -1.10% | — | — | $434K | 0.46% | — | HELD |
| 49 | IWD | ISHARES TR | $251.78 | 0.43% | — | — | $424K | 0.45% | — | HELD |
| 50 | ETN | ATON CORP PLC | $415.69 | 7.44% | — | — | $420K | 0.45% | — | HELD |
| 51 | AON | AON PLC | $360.55 | -1.64% | — | — | $418K | 0.45% | — | HELD |
| 52 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $415K | 0.44% | — | HELD |
| 53 | SPYG | SPDR SERIES TRUST | $117.14 | 1.45% | — | — | $406K | 0.43% | — | HELD |
| 54 | NDAQ | ASDAQ INC | $94.19 | -1.02% | — | — | $401K | 0.43% | — | HELD |
| 55 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $392K | 0.42% | — | HELD |
| 56 | IDV | ISHARES TR | $44.38 | -0.14% | — | — | $375K | 0.40% | — | HELD |
| 57 | TMUS | T-MOBILE US INC | $172.71 | -0.36% | — | — | $374K | 0.40% | — | HELD |
| 58 | PAVE | GLOBAL X FDS | $56.33 | 0.41% | — | — | $368K | 0.39% | — | HELD |
| 59 | BX | BLACKSTONE INC | $127.75 | -0.25% | — | — | $364K | 0.39% | — | HELD |
| 60 | PAM | AMPA ENERGIA SA | $88.32 | -0.42% | — | — | $360K | 0.38% | — | HELD |
| 61 | TMO | THERMO FISHER SCIENTIFIC INC | $574.12 | -0.46% | — | — | $352K | 0.38% | — | HELD |
| 62 | GEV | GE VERNOVA INC | $990.11 | 0.83% | — | — | $323K | 0.34% | — | HELD |
| 63 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.41 | 0.30% | — | — | $313K | 0.33% | — | HELD |
| 64 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $309K | 0.33% | — | HELD |
| 65 | SIRI | SIRIUSXM HOLDINGS INC | $29.62 | -4.36% | — | — | $303K | 0.32% | — | HELD |
| 66 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $292K | 0.31% | — | HELD |
| 67 | BIPC | BROOKFIELD INFRASTRUCTURE CO | $42.30 | -0.68% | — | — | $280K | 0.30% | — | HELD |
| 68 | GE | GE AEROSPACE | $360.33 | 1.49% | — | — | $278K | 0.30% | — | HELD |
| 69 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | — | — | $276K | 0.29% | — | HELD |
| 70 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $262K | 0.28% | — | HELD |
| 71 | ORCL | ORACLE CORP | $129.88 | 1.82% | — | — | $247K | 0.26% | — | HELD |
| 72 | MAR | MARRIOTT INTL INC NEW | $372.83 | -0.71% | — | — | $241K | 0.26% | — | HELD |
| 73 | OEF | ISHARES TR | $368.62 | 0.83% | — | — | $240K | 0.26% | — | HELD |
| 74 | GPRK | GEOPARK LTD | $9.75 | 1.67% | — | — | $239K | 0.26% | — | HELD |
| 75 | IWB | ISHARES TR | $408.30 | 0.62% | — | — | $235K | 0.25% | — | HELD |
| 76 | MELI | MERCADOLIBRE INC | $1877.95 | -0.41% | — | — | $211K | 0.23% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-000765. 13F discloses long positions only — shorts, foreign equities, and options are excluded.