LWM Advisory Services, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), LWM Advisory Services, LLC reported 96 stock positions worth $144.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.7% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 7.0%) and Invesco S&P Emerging Markets (EELV, 6.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 35 and reduced 26. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −44%).

Most Recent 13F
Q2 2026
Location
PLANTATION, FL
CIK
0001697716
Portfolio Value
$144.0M (Q1 2025)
SEC Filing
0001420506-25-001019 ↗ filed May 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $124.7M Q1 2024 Q2 2024: $119.1M Q2 2024 Q3 2024: $135.0M Q3 2024 Q4 2024: $143.8M Q4 2024 Q1 2025: $144.0M $144.0M Q1 2025 Q2 2025: $145.0M Q2 2025 Q3 2025: $171.6M Q3 2025 Q4 2025: $170.7M Q4 2025 Q1 2026: $93.7M Q1 2026 Q2 2026: $56.0M Q2 2026

Holdings 96 stocks · $144.0M
SPY SS SPDR S&P 500 ETF Trust-US 7.71% 19,847 $11.1M Reduce -43.6%
GLDM SPDR Gold Minishares Trust 6.95% 161,714 $10.0M Add +17.9%
EELV Invesco S&P Emerging Markets 5.99% 355,162 $8.6M Add +5.2%
RSP Invesco S&P 500 Equal Weight 5.91% 49,107 $8.5M New
COWZ Pacer US Cash Cows 100 ETF 5.03% 132,312 $7.2M Reduce -13.6%
PAVE Global X US Infrastructure 4.76% 181,649 $6.9M Add +2.4%
JMUB JPMorgan Municipal ETF 4.73% 136,203 $6.8M Add +2.9%
AAPL Apple Inc. 4.58% 29,691 $6.6M Reduce -8.4%
BRK.B Berkshire Hathaway Inc. Class B 3.65% 9,873 $5.3M Add +10.9%
USFR Wisdomtree Floating Rate Tre 2.88% 82,292 $4.1M Add +158.1%
MSFT Microsoft Corp. 2.48% 9,490 $3.6M Reduce -0.3%
SPMO Invesco S&P 500 Momentum ETF 2.32% 36,148 $3.3M Add +3.1%
AMZN Amazon.com Inc. 2.25% 17,047 $3.2M Add +2.7%
BYLD iShares Yield Optimized Bond 2.13% 136,843 $3.1M Add +4.4%
NVDA Nvidia Corp. 2.08% 27,545 $3.0M Add +5.5%
QQQ Invesco QQQ Trust Series 1 1.83% 5,621 $2.6M Add +3.8%
IOO iShares Global 100 ETF 1.74% 26,025 $2.5M Add +0.4%
FDL First Trust Morn DVD Lead Inc. 1.66% 54,945 $2.4M New
XLG Invesco S&P 500 Top 50 ETF 1.34% 41,964 $1.9M Reduce -34.8%
FDS Factset Research Systems Inc. 1.26% 4,000 $1.8M No change
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 1.05% 15,100 $1.5M Reduce -2.7%
LLY Eli Lilly & Co. 0.97% 1,698 $1.4M Reduce -7.9%
JPM JPMorgan Chase & Co. 0.93% 5,474 $1.3M Add +0.3%
GOOG Alphabet Inc. Class C 0.93% 8,565 $1.3M No change
XMHQ Invesco S&P Midcap Qual ETF 0.89% 13,970 $1.3M Reduce -33.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.80% 14,323 $1.2M Reduce -7.8%
SMLF iShares US Smallcap Equity F 0.77% 17,883 $1.1M Reduce -5.5%
NEE Nextera Energy Inc. 0.76% 15,362 $1.1M Add +0.5%
IWV iShares Russell 3000 ETF 0.67% 3,040 $966K No change
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 0.66% 21,873 $953K Reduce -3.0%
V Visa Inc. Class A 0.62% 2,552 $890K Reduce -3.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.60% 23,902 $870K Reduce -4.0%
BLK BlackRock Inc. 0.58% 876 $829K No change
QQQM Invesco Nasdaq 100 ETF 0.55% 4,088 $789K Reduce -37.9%
GOOGL Alphabet Inc. Class A 0.50% 4,587 $714K Add +1.6%
IBIT iShares Bitcoin Trust ETF 0.48% 14,875 $696K No change
SGOV iShares 0-3 Month Treasury B 0.48% 6,851 $690K Add +23.3%
IWB iShares Russell 1000 ETF 0.47% 2,200 $675K Reduce -2.7%
TMUS T-Mobile US Inc. 0.47% 2,513 $672K No change
WCN Waste Connections Inc. 0.41% 3,034 $591K Add +2.5%
FVD First Trust Value Line DVD 0.41% 13,259 $591K No change
MCD McDonald's Corp. 0.40% 1,840 $575K No change
STIP iShares 0-5 Year Tips Bond E 0.40% 5,521 $571K Add +0.5%
META Meta Platforms Inc. Class A 0.40% 984 $570K Add +6.5%
MA Mastercard Inc. Class A 0.40% 1,038 $569K No change
XLK SS Technology Select Sector 0.39% 2,746 $567K Reduce -42.4%
AWK American Water Works Co. Inc. 0.39% 3,796 $560K Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 2,234 $556K Reduce -0.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.37% 1,252 $526K Add +0.1%
COST Costco Wholesale Corp. 0.36% 553 $526K No change
HD Home Depot Inc. 0.36% 1,404 $514K Add +3.8%
SPGI S&P Global Inc. 0.35% 1,004 $511K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.35% 49,799 $510K Reduce -28.3%
URTH iShares MSCI World ETF 0.34% 3,242 $497K No change
TMO Thermo Fisher Scientific Inc. 0.34% 1,010 $496K Add +36.1%
AMT American Tower Corp. 0.34% 2,261 $493K Reduce -5.1%
PG The Procter & Gamble Co. 0.33% 2,807 $478K Add +12.5%
VRSK Verisk Analytics Inc. 0.32% 1,543 $459K No change
GS Goldman Sachs Group Inc. 0.32% 833 $455K Add +8.5%
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.31% 12,858 $451K Add +11.1%
BX Blackstone Inc. 0.31% 3,171 $443K No change
CVX Chevron Corp. 0.30% 2,600 $435K Add +0.6%
ALC Alcon Inc. filed as ALCON AG 0.30% 4,566 $430K No change
SCI Service Corp. International 0.30% 5,333 $428K No change
CP Canadian Pacific Kansas City 0.29% 5,993 $421K New
LNG Cheniere Energy Inc. 0.29% 1,786 $413K Reduce -35.3%
FE Firstenergy Corp. 0.29% 10,174 $411K No change
PAM Pampa Energia SA-Spon ADR 0.28% 5,291 $408K Add +11.7%
TXN Texas Instruments Inc. 0.28% 2,229 $401K New
ABBV Abbvie Inc. 0.26% 1,769 $370K No change
CTAS Cintas Corp. 0.26% 1,780 $370K No change
ZTS Zoetis Inc. 0.25% 2,232 $365K No change
UNH Unitedhealth Group Inc. 0.25% 697 $365K Reduce -7.3%
WM Waste Management Inc. 0.25% 1,575 $365K Add +5.0%
MELI MercadoLibre Inc. 0.23% 172 $336K Add +41.0%
DKNG Draftkings Inc. Class A 0.23% 9,935 $330K New
NFLX Netflix Inc. 0.23% 348 $324K Reduce -5.7%
TSLA Tesla Inc. 0.22% 1,221 $323K Add +16.5%
TIGO Millicom Intl Cellular S.A. 0.22% 10,638 $322K No change
ETN Eaton Corp. PLC 0.22% 1,175 $319K Reduce -2.1%
TDG Transdigm Group Inc. 0.22% 226 $313K Add +5.6%
VOO Vanguard S&P 500 ETF 0.21% 587 $302K Add +20.0%
TT Trane Technologies PLC 0.20% 860 $294K Add +2.4%
BIPC Brookfield Infrastructure-A 0.18% 7,132 $258K No change
ABT Abbott Laboratories 0.18% 1,925 $255K No change
WMT Walmart Inc. 0.18% 2,864 $253K Add +9.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.17% 2,731 $251K New
OMFL Invesco Russell 1000 DYN M/F 0.17% 4,665 $249K Reduce -4.6%
ADBE Adobe Inc. 0.16% 611 $234K No change
CB Chubb Ltd. 0.16% 752 $227K Reduce -1.1%
CHD Church & Dwight Co. Inc. 0.15% 2,000 $220K No change
CRM Salesforce Inc. 0.15% 809 $218K Add +1.4%
SNPS Synopsys Inc. 0.15% 485 $211K No change
QCOM Qualcomm Inc. 0.15% 1,364 $210K No change
PWR Quanta Services Inc. 0.14% 780 $201K No change
BTLN Brightline Interactive Inc. filed as GLIMPSE GROUP INC 0.01% 17,603 $20K No change

Portfolio Sells Q4 2024 → Q1 2025
SPY SS SPDR S&P 500 ETF Trust-US Reduce -43.6% 7.71% −6.62
AAPL Apple Inc. Reduce -8.4% 4.58% −1.05
COWZ Pacer US Cash Cows 100 ETF Reduce -13.6% 5.03% −0.98
XLG Invesco S&P 500 Top 50 ETF Reduce -34.8% 1.34% −0.89
XMHQ Invesco S&P Midcap Qual ETF Reduce -33.5% 0.89% −0.55
QQQM Invesco Nasdaq 100 ETF Reduce -37.9% 0.55% −0.42
XLK SS Technology Select Sector Reduce -42.4% 0.39% −0.38
MSFT Microsoft Corp. Reduce -0.3% 2.48% −0.31
PEP Pepsico Inc. Sold out 0.00% −0.27
GTLS Chart Industries Inc. Sold out 0.00% −0.27
MUB iShares National Muni Bond E Sold out 0.00% −0.25
CSX CSX Corp. Sold out 0.00% −0.15
MRK Merck & Co. Inc. Sold out 0.00% −0.15
SPYG SS SPDR P S&P 500 Growth ETF Reduce -7.8% 0.80% −0.15
NU Nu Holdings Ltd./Cayman Isl-A Reduce -28.3% 0.35% −0.15
LNG Cheniere Energy Inc. Reduce -35.3% 0.29% −0.13
SMLF iShares US Smallcap Equity F Reduce -5.5% 0.77% −0.12
JPSE JPM Diversified RT Small Cap Reduce -3.0% 0.66% −0.07
ETN Eaton Corp. PLC Reduce -2.1% 0.22% −0.06
JPME JPM Diver Ret US MC Equity Reduce -2.7% 1.05% −0.05
IWB iShares Russell 1000 ETF Reduce -2.7% 0.47% −0.04
LLY Eli Lilly & Co. Reduce -7.9% 0.97% −0.02
OMFL Invesco Russell 1000 DYN M/F Reduce -4.6% 0.17% −0.01
UNH Unitedhealth Group Inc. Reduce -7.3% 0.25% −0.01
NFLX Netflix Inc. Reduce -5.7% 0.23% −0.00
CB Chubb Ltd. Reduce -1.1% 0.16% +0.01
SPDW Ste STR SPDR PT DW Eu ETF Reduce -4.0% 0.60% +0.01
V Visa Inc. Class A Reduce -3.5% 0.62% +0.04
AMT American Tower Corp. Reduce -5.1% 0.34% +0.04
IBM Intl Business Machines Corp. Reduce -0.5% 0.39% +0.04
AWK American Water Works Co. Inc. Reduce -0.8% 0.39% +0.06

Portfolio Buys Q4 2024 → Q1 2025
RSP Invesco S&P 500 Equal Weight New 5.91% +5.91
GLDM SPDR Gold Minishares Trust Add +17.9% 6.95% +1.99
USFR Wisdomtree Floating Rate Tre Add +158.1% 2.88% +1.76
FDL First Trust Morn DVD Lead Inc. New 1.66% +1.66
BRK.B Berkshire Hathaway Inc. Class B Add +10.9% 3.65% +0.85
EELV Invesco S&P Emerging Markets Add +5.2% 5.99% +0.49
CP Canadian Pacific Kansas City New 0.29% +0.29
TXN Texas Instruments Inc. New 0.28% +0.28
DKNG Draftkings Inc. Class A New 0.23% +0.23
BIL SS SPDR BB 1-3M T-Bill ETF New 0.17% +0.17
JMUB JPMorgan Municipal ETF Add +2.9% 4.73% +0.11
BYLD iShares Yield Optimized Bond Add +4.4% 2.13% +0.11
SGOV iShares 0-3 Month Treasury B Add +23.3% 0.48% +0.09
MELI MercadoLibre Inc. Add +41.0% 0.23% +0.09
TMO Thermo Fisher Scientific Inc. Add +36.1% 0.34% +0.08
WCN Waste Connections Inc. Add +2.5% 0.41% +0.06
WM Waste Management Inc. Add +5.0% 0.25% +0.04
PG The Procter & Gamble Co. Add +12.5% 0.33% +0.04
CVX Chevron Corp. Add +0.6% 0.30% +0.04
TDG Transdigm Group Inc. Add +5.6% 0.22% +0.03
VOO Vanguard S&P 500 ETF Add +20.0% 0.21% +0.03
JPM JPMorgan Chase & Co. Add +0.3% 0.93% +0.02
META Meta Platforms Inc. Class A Add +6.5% 0.40% +0.02
STIP iShares 0-5 Year Tips Bond E Add +0.5% 0.40% +0.01
WMT Walmart Inc. Add +9.0% 0.18% +0.01
GS Goldman Sachs Group Inc. Add +8.5% 0.32% +0.01
SPMO Invesco S&P 500 Momentum ETF Add +3.1% 2.32% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +0.1% 0.37% −0.01
NEE Nextera Energy Inc. Add +0.5% 0.76% −0.01
PAM Pampa Energia SA-Spon ADR Add +11.7% 0.28% −0.01
HD Home Depot Inc. Add +3.8% 0.36% −0.01
TT Trane Technologies PLC Add +2.4% 0.20% −0.01
YPF YPF S.A.-Sponsored ADR Add +11.1% 0.31% −0.03
CRM Salesforce Inc. Add +1.4% 0.15% −0.03
TSLA Tesla Inc. Add +16.5% 0.22% −0.06
IOO iShares Global 100 ETF Add +0.4% 1.74% −0.08
QQQ Invesco QQQ Trust Series 1 Add +3.8% 1.83% −0.09
GOOGL Alphabet Inc. Class A Add +1.6% 0.50% −0.10
PAVE Global X US Infrastructure Add +2.4% 4.76% −0.23
AMZN Amazon.com Inc. Add +2.7% 2.25% −0.28
NVDA Nvidia Corp. Add +5.5% 2.08% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$56.0MSPY, AAPL, BRK.B, NVDA, MSFT
Q1 2026 76$93.7MSPY, AAPL, USFR, JMUB, GLDM
Q4 2025 83$170.7MSPY, GLDM, JFLX, EELV, AAPL
Q3 2025 93$171.6MSPY, JFLX, GLDM, EELV, AAPL
Q2 2025 90$145.0MGLDM, SPY, EELV, RSP, JMUB
Q1 2025 96$144.0MSPY, GLDM, EELV, RSP, COWZ
Q4 2024 95$143.8MSPY, COWZ, AAPL, EELV, PAVE
Q3 2024 93$135.0MSPY, EELV, COWZ, AAPL, PAVE
Q2 2024 80$119.1MSPY, OMFL, EELV, COWZ, PAVE
Q1 2024 88$124.7MOMFL, SPY, COWZ, SGOV, PAVE