LWM Advisory Services, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 25, 2025), LWM Advisory Services, LLC reported 93 stock positions worth $171.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 17.2% of the portfolio, followed by JPMorgan Flexible Debt ETF (JFLX, 7.4%) and SPDR Gold Minishares Trust (GLDM, 7.2%). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 36 and reduced 29. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +113%) and the biggest sale an exit from Invesco S&P 500 Equal Weight (RSP).

Most Recent 13F
Q2 2026
Location
PLANTATION, FL
CIK
0001697716
Portfolio Value
$171.6M (Q3 2025)
SEC Filing
0001420506-25-003490 ↗ filed Nov 25, 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 Q1 2025 Q2 2025: $145.0M Q2 2025 Q3 2025: $171.6M $171.6M Q3 2025 Q4 2025: $170.7M Q4 2025 Q1 2026: $93.7M Q1 2026 Q2 2026: $56.0M Q2 2026

Holdings 93 stocks · $171.6M
SPY SS SPDR S&P 500 ETF Trust-US 17.23% 44,363 $29.6M Add +113.4%
JFLX JPMorgan Flexible Debt ETF 7.39% 252,509 $12.7M New
GLDM SPDR Gold Minishares Trust 7.20% 161,495 $12.3M Reduce -37.7%
EELV Invesco S&P Emerging Markets 5.74% 369,913 $9.8M Reduce -6.0%
AAPL Apple Inc. 4.46% 30,022 $7.6M Add +3.1%
JMUB JPMorgan Municipal ETF 3.85% 130,877 $6.6M Reduce -5.8%
BRK.B Berkshire Hathaway Inc. Class B 2.99% 10,216 $5.1M Add +2.4%
USFR Wisdomtree Floating Rate Tre 2.99% 102,053 $5.1M Add +21.6%
NVDA Nvidia Corp. 2.86% 26,296 $4.9M Add +1.2%
MSFT Microsoft Corp. 2.76% 9,103 $4.7M Add +0.7%
SPMO Invesco S&P 500 Momentum ETF 2.63% 37,333 $4.5M Reduce -3.9%
AMZN Amazon.com Inc. 2.09% 16,309 $3.6M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 1.78% 5,074 $3.0M Add +1.7%
BYLD iShares Yield Optimized Bond 1.71% 128,284 $2.9M Reduce -6.6%
IOO iShares Global 100 ETF 1.62% 23,132 $2.8M Add +5.0%
QQQM Invesco Nasdaq 100 ETF 1.52% 10,587 $2.6M Add +2.0%
XLK SS Technology Select Sector 1.50% 9,120 $2.6M Add +241.1%
XLG Invesco S&P 500 Top 50 ETF 1.43% 42,778 $2.5M Add +21.9%
GOOG Alphabet Inc. Class C 1.14% 8,043 $2.0M Reduce -1.1%
IWP iShares Russell Mid-Cap Grow 1.00% 12,011 $1.7M New
JPM JPMorgan Chase & Co. 0.99% 5,405 $1.7M Add +2.6%
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 0.98% 15,500 $1.7M Add +2.8%
SMLF iShares US Smallcap Equity F 0.87% 20,160 $1.5M Add +1.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.86% 14,164 $1.5M Add +3.3%
RWL Invesco S&P 500 Revenue ETF 0.77% 11,983 $1.3M New
LLY Eli Lilly & Co. 0.71% 1,589 $1.2M Reduce -6.4%
NEE Nextera Energy Inc. 0.70% 15,925 $1.2M Reduce -4.6%
IWD iShares Russell 1000 Value E 0.69% 5,843 $1.2M Add +11.0%
GDE Wisdomtree Efficient Gold PL 0.68% 20,192 $1.2M New
IWV iShares Russell 3000 ETF 0.67% 3,040 $1.2M No change
FDS Factset Research Systems Inc. 0.67% 4,000 $1.1M No change
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F 0.66% 22,606 $1.1M Add +2.9%
GOOGL Alphabet Inc. Class A 0.63% 4,426 $1.1M Add +3.3%
BLK BlackRock Inc. 0.60% 879 $1.0M Add +0.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.59% 23,569 $1.0M Add +0.4%
IBIT iShares Bitcoin Trust ETF 0.56% 14,875 $967K No change
SMB Vaneck Short Muni ETF 0.53% 52,187 $909K New
IWB iShares Russell 1000 ETF 0.47% 2,219 $811K Add +1.1%
V Visa Inc. Class A 0.46% 2,288 $788K Reduce -0.8%
META Meta Platforms Inc. Class A 0.41% 956 $698K Reduce -1.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.38% 41,080 $658K New
PAVE Global X US Infrastructure 0.36% 12,878 $613K Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 2,152 $609K Reduce -1.0%
FVD First Trust Value Line DVD 0.35% 12,859 $595K No change
URTH iShares MSCI World ETF 0.34% 3,242 $589K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.34% 1,253 $581K No change
TMUS T-Mobile US Inc. 0.33% 2,437 $575K Reduce -11.7%
BX Blackstone Inc. 0.33% 3,308 $565K Add +1.6%
STIP iShares 0-5 Year Tips Bond E 0.33% 5,414 $560K Reduce -1.9%
MA Mastercard Inc. Class A 0.32% 944 $544K Add +0.6%
FE Firstenergy Corp. 0.31% 11,717 $537K Reduce -3.0%
WCN Waste Connections Inc. 0.31% 3,023 $532K No change
SPGI S&P Global Inc. 0.31% 1,088 $529K Reduce -5.5%
TIGO Millicom Intl Cellular S.A. 0.30% 10,638 $516K No change
HD Home Depot Inc. 0.30% 1,275 $509K Add +0.9%
MCD McDonald's Corp. 0.28% 1,600 $485K Reduce -7.5%
AWK American Water Works Co. Inc. 0.28% 3,408 $474K Reduce -6.0%
TMO Thermo Fisher Scientific Inc. 0.27% 912 $462K Add +0.2%
COST Costco Wholesale Corp. 0.27% 497 $457K Add +0.4%
CP Canadian Pacific Kansas City 0.26% 5,993 $447K No change
CVX Chevron Corp. 0.26% 2,857 $443K Add +12.0%
ETN Eaton Corp. PLC 0.26% 1,185 $443K Add +0.8%
SCI Service Corp. International 0.26% 5,320 $443K No change
TSLA Tesla Inc. 0.25% 973 $436K Reduce -14.0%
PG The Procter & Gamble Co. 0.25% 2,806 $430K Add +6.5%
TXN Texas Instruments Inc. 0.25% 2,312 $425K Add +3.7%
LNG Cheniere Energy Inc. 0.24% 1,788 $420K Add +0.1%
NDAQ Nasdaq Inc. 0.24% 4,676 $414K No change
MELI MercadoLibre Inc. 0.23% 172 $402K No change
ABBV Abbvie Inc. 0.23% 1,702 $394K Reduce -1.7%
VRSK Verisk Analytics Inc. 0.23% 1,542 $388K Add +0.2%
DKNG Draftkings Inc. Class A 0.22% 9,935 $372K No change
AMT American Tower Corp. 0.22% 1,925 $370K Reduce -2.2%
VOO Vanguard S&P 500 ETF 0.21% 587 $359K No change
WM Waste Management Inc. 0.20% 1,582 $349K Add +0.4%
ALC Alcon Inc. filed as ALCON AG 0.20% 4,566 $340K No change
NFLX Netflix Inc. 0.19% 280 $333K Reduce -11.9%
TDG Transdigm Group Inc. 0.17% 225 $297K No change
BIPC Brookfield Infrastructure-A 0.17% 7,132 $293K No change
CTAS Cintas Corp. 0.17% 1,446 $288K Add +0.4%
TT Trane Technologies PLC 0.16% 650 $276K Reduce -1.5%
APP AppLovin Corp. Class A 0.16% 375 $269K New
ZTS Zoetis Inc. 0.15% 1,809 $264K Reduce -14.8%
PAM Pampa Energia SA-Spon ADR 0.15% 4,373 $263K No change
SGOV iShares 0-3 Month Treasury B 0.15% 2,522 $254K Reduce -49.5%
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.14% 10,147 $246K No change
SPOT Spotify Technology SA 0.14% 345 $241K New
ABT Abbott Laboratories 0.14% 1,797 $241K Add +0.4%
PWR Quanta Services Inc. 0.14% 546 $232K Reduce -11.2%
QCOM Qualcomm Inc. 0.13% 1,383 $230K Add +1.4%
WMT Walmart Inc. 0.13% 2,159 $222K Reduce -19.6%
CB Chubb Ltd. 0.12% 752 $212K No change
UNH Unitedhealth Group Inc. 0.12% 591 $208K Reduce -21.3%

Portfolio Sells Q2 2025 → Q3 2025
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −6.20
GLDM SPDR Gold Minishares Trust Reduce -37.7% 7.20% −4.52
EELV Invesco S&P Emerging Markets Reduce -6.0% 5.74% −1.35
XMHQ Invesco S&P Midcap Qual ETF Sold out 0.00% −0.93
JMUB JPMorgan Municipal ETF Reduce -5.8% 3.85% −0.91
FDL First Trust Morn DVD Lead Inc. Sold out 0.00% −0.85
BYLD iShares Yield Optimized Bond Reduce -6.6% 1.71% −0.43
AMZN Amazon.com Inc. Reduce -1.5% 2.09% −0.42
SPMO Invesco S&P 500 Momentum ETF Reduce -3.9% 2.63% −0.38
LLY Eli Lilly & Co. Reduce -6.4% 0.71% −0.20
SGOV iShares 0-3 Month Treasury B Reduce -49.5% 0.15% −0.20
OMFL Invesco Russell 1000 DYN M/F Sold out 0.00% −0.17
TMUS T-Mobile US Inc. Reduce -11.7% 0.33% −0.12
SPGI S&P Global Inc. Reduce -5.5% 0.31% −0.11
V Visa Inc. Class A Reduce -0.8% 0.46% −0.11
NFLX Netflix Inc. Reduce -11.9% 0.19% −0.10
NEE Nextera Energy Inc. Reduce -4.6% 0.70% −0.10
IBM Intl Business Machines Corp. Reduce -1.0% 0.35% −0.09
META Meta Platforms Inc. Class A Reduce -1.4% 0.41% −0.09
AMT American Tower Corp. Reduce -2.2% 0.22% −0.08
ZTS Zoetis Inc. Reduce -14.8% 0.15% −0.07
AWK American Water Works Co. Inc. Reduce -6.0% 0.28% −0.07
MCD McDonald's Corp. Reduce -7.5% 0.28% −0.07
STIP iShares 0-5 Year Tips Bond E Reduce -1.9% 0.33% −0.07
WMT Walmart Inc. Reduce -19.6% 0.13% −0.05
UNH Unitedhealth Group Inc. Reduce -21.3% 0.12% −0.04
TT Trane Technologies PLC Reduce -1.5% 0.16% −0.04
PAVE Global X US Infrastructure Reduce -0.3% 0.36% −0.03
PWR Quanta Services Inc. Reduce -11.2% 0.14% −0.02
FE Firstenergy Corp. Reduce -3.0% 0.31% −0.02
BTLN Brightline Interactive Inc. Sold out 0.00% −0.02
TSLA Tesla Inc. Reduce -14.0% 0.25% +0.01
ABBV Abbvie Inc. Reduce -1.7% 0.23% +0.01
GOOG Alphabet Inc. Class C Reduce -1.1% 1.14% +0.15

Portfolio Buys Q2 2025 → Q3 2025
SPY SS SPDR S&P 500 ETF Trust-US Add +113.4% 17.23% +8.37
JFLX JPMorgan Flexible Debt ETF New 7.39% +7.39
XLK SS Technology Select Sector Add +241.1% 1.50% +1.03
IWP iShares Russell Mid-Cap Grow New 1.00% +1.00
RWL Invesco S&P 500 Revenue ETF New 0.77% +0.77
GDE Wisdomtree Efficient Gold PL New 0.68% +0.68
SMB Vaneck Short Muni ETF New 0.53% +0.53
NU Nu Holdings Ltd./Cayman Isl-A New 0.38% +0.38
AAPL Apple Inc. Add +3.1% 4.46% +0.34
XLG Invesco S&P 500 Top 50 ETF Add +21.9% 1.43% +0.17
APP AppLovin Corp. Class A New 0.16% +0.16
SPOT Spotify Technology SA New 0.14% +0.14
GOOGL Alphabet Inc. Class A Add +3.3% 0.63% +0.11
USFR Wisdomtree Floating Rate Tre Add +21.6% 2.99% +0.08
NVDA Nvidia Corp. Add +1.2% 2.86% +0.02
TMO Thermo Fisher Scientific Inc. Add +0.2% 0.27% +0.01
CVX Chevron Corp. Add +12.0% 0.26% +0.01
BX Blackstone Inc. Add +1.6% 0.33% −0.01
IWD iShares Russell 1000 Value E Add +11.0% 0.69% −0.01
QCOM Qualcomm Inc. Add +1.4% 0.13% −0.02
IOO iShares Global 100 ETF Add +5.0% 1.62% −0.02
HD Home Depot Inc. Add +0.9% 0.30% −0.02
ABT Abbott Laboratories Add +0.4% 0.14% −0.03
ETN Eaton Corp. PLC Add +0.8% 0.26% −0.03
JPSE JPM Diversified RT Small Cap Add +2.9% 0.66% −0.03
BLK BlackRock Inc. Add +0.3% 0.60% −0.04
PG The Procter & Gamble Co. Add +6.5% 0.25% −0.04
SPYG SS SPDR P S&P 500 Growth ETF Add +3.3% 0.86% −0.04
IWB iShares Russell 1000 ETF Add +1.1% 0.47% −0.04
WM Waste Management Inc. Add +0.4% 0.20% −0.04
MA Mastercard Inc. Class A Add +0.6% 0.32% −0.05
CTAS Cintas Corp. Add +0.4% 0.17% −0.05
LNG Cheniere Energy Inc. Add +0.1% 0.24% −0.06
SMLF iShares US Smallcap Equity F Add +1.6% 0.87% −0.06
JPM JPMorgan Chase & Co. Add +2.6% 0.99% −0.06
SPDW Ste STR SPDR PT DW Eu ETF Add +0.4% 0.59% −0.07
TXN Texas Instruments Inc. Add +3.7% 0.25% −0.07
COST Costco Wholesale Corp. Add +0.4% 0.27% −0.07
JPME JPM Diver Ret US MC Equity Add +2.8% 0.98% −0.10
QQQM Invesco Nasdaq 100 ETF Add +2.0% 1.52% −0.10
VRSK Verisk Analytics Inc. Add +0.2% 0.23% −0.10
QQQ Invesco QQQ Trust Series 1 Add +1.7% 1.78% −0.12
MSFT Microsoft Corp. Add +0.7% 2.76% −0.34
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 2.99% −0.35

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