LWM Advisory Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), LWM Advisory Services, LLC reported 76 stock positions worth $93.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.2% of the portfolio, followed by Apple (AAPL, 8.8%) and Wisdomtree Floating Rate Tre (USFR, 5.8%). Compared with Q4 2025, it opened 7 new positions, sold out of 14, added to 11 and reduced 49. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale JPMorgan Flexible Debt ETF (JFLX, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- PLANTATION, FL
- CIK
- 0001697716
- Portfolio Value
- $93.7M (Q1 2026)
- SEC Filing
- 0001420506-26-000765 ↗ filed Apr 29, 2026
Holdings Value
Holdings 76 stocks · $93.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 15.19% | 21,873 | $14.2M | Reduce -51.6% |
| AAPL Apple Inc. | 8.78% | 32,333 | $8.2M | Add +3.3% |
| USFR Wisdomtree Floating Rate Tre | 5.78% | 107,469 | $5.4M | Add +16.2% |
| JMUB JPMorgan Municipal ETF | 4.56% | 85,353 | $4.3M | Reduce -46.2% |
| GLDM SPDR Gold Minishares Trust | 4.50% | 45,493 | $4.2M | Reduce -71.1% |
| JFLX JPMorgan Flexible Debt ETF | 4.20% | 79,111 | $3.9M | Reduce -69.3% |
| EELV Invesco S&P Emerging Markets | 3.77% | 125,658 | $3.5M | Reduce -66.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.62% | 7,071 | $3.4M | Reduce -31.0% |
| AMZN Amazon.com Inc. | 3.27% | 14,701 | $3.1M | Reduce -11.2% |
| NVDA Nvidia Corp. | 2.98% | 15,834 | $2.8M | Reduce -38.5% |
| MSFT Microsoft Corp. | 2.90% | 7,297 | $2.7M | Reduce -13.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.49% | 4,047 | $2.3M | Reduce -21.6% |
| GOOG Alphabet Inc. Class C | 2.36% | 7,669 | $2.2M | Reduce -3.4% |
| GDE Wisdomtree Efficient Gold PL | 1.36% | 20,192 | $1.3M | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 1.28% | 10,474 | $1.2M | Reduce -35.0% |
| JPM JPMorgan Chase & Co. | 1.26% | 3,992 | $1.2M | Reduce -8.0% |
| SGOV iShares 0-3 Month Treasury B | 1.25% | 11,595 | $1.2M | Add +124.5% |
| IWV iShares Russell 3000 ETF | 1.12% | 2,829 | $1.0M | Reduce -6.9% |
| GOOGL Alphabet Inc. Class A | 1.02% | 3,216 | $956K | Reduce -28.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.94% | 19,208 | $877K | Reduce -31.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.90% | 7,496 | $840K | Reduce -79.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.88% | 7,434 | $821K | Add +87.5% |
| NEE Nextera Energy Inc. | 0.82% | 8,314 | $772K | Add +1.4% |
| LLY Eli Lilly & Co. | 0.81% | 828 | $762K | Reduce -7.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.79% | 6,444 | $740K | Reduce -47.6% |
| XLK SS Technology Select Sector | 0.78% | 5,468 | $727K | Reduce -69.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.76% | 2,980 | $708K | Reduce -70.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.74% | 12,647 | $690K | Reduce -70.0% |
| BYLD iShares Yield Optimized Bond | 0.68% | 28,268 | $637K | Reduce -78.8% |
| FVD First Trust Value Line DVD | 0.65% | 12,859 | $605K | No change |
| TIGO Millicom Intl Cellular S.A. | 0.64% | 7,978 | $598K | No change |
| T AT&T Inc. | 0.63% | 20,204 | $586K | New |
| FE Firstenergy Corp. | 0.61% | 11,309 | $573K | Reduce -5.0% |
| IBIT iShares Bitcoin Trust ETF | 0.61% | 14,875 | $571K | Reduce -1.1% |
| IOO iShares Global 100 ETF | 0.61% | 4,723 | $571K | Reduce -80.3% |
| V Visa Inc. Class A | 0.58% | 1,790 | $545K | Reduce -21.3% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 10,295 | $540K | Reduce -56.2% |
| NFLX Netflix Inc. | 0.57% | 5,512 | $530K | Add +122.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.55% | 1,106 | $512K | Reduce -11.8% |
| APH Amphenol Corp. Class A | 0.54% | 3,985 | $504K | Add +65.9% |
| SMLF iShares US Smallcap Equity F | 0.53% | 6,598 | $498K | Reduce -67.1% |
| LNG Cheniere Energy Inc. | 0.52% | 1,725 | $489K | Reduce -3.3% |
| WCN Waste Connections Inc. | 0.51% | 2,948 | $478K | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 1,925 | $467K | Reduce -10.3% |
| BLK BlackRock Inc. | 0.49% | 481 | $463K | Add +1.1% |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.47% | 9,579 | $443K | No change |
| SCI Service Corp. International | 0.47% | 5,303 | $438K | Reduce -0.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.46% | 30,210 | $434K | No change |
| IWD iShares Russell 1000 Value E | 0.45% | 1,983 | $424K | Reduce -70.5% |
| ETN Eaton Corp. PLC | 0.45% | 1,173 | $420K | No change |
| AON Aon PLC Class A | 0.45% | 1,295 | $418K | Add +52.7% |
| TSLA Tesla Inc. | 0.44% | 1,116 | $415K | Reduce -27.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 4,146 | $406K | Reduce -74.3% |
| NDAQ Nasdaq Inc. | 0.43% | 4,720 | $401K | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.42% | 685 | $392K | Reduce -28.6% |
| IDV iShares International Select | 0.40% | 8,802 | $375K | Reduce -7.0% |
| TMUS T-Mobile US Inc. | 0.40% | 1,780 | $374K | Reduce -10.0% |
| PAVE Global X US Infrastructure | 0.39% | 7,249 | $368K | Reduce -47.2% |
| BX Blackstone Inc. | 0.39% | 3,166 | $364K | No change |
| PAM Pampa Energia SA-Spon ADR | 0.38% | 4,071 | $360K | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 708 | $352K | Reduce -22.0% |
| GEV GE Vernova Inc. | 0.34% | 370 | $323K | New |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 5,515 | $313K | No change |
| COST Costco Wholesale Corp. | 0.33% | 310 | $309K | Reduce -36.1% |
| SIRI Sirius XM Holdings Inc. | 0.32% | 13,111 | $303K | New |
| VOO Vanguard S&P 500 ETF | 0.31% | 489 | $292K | Reduce -16.7% |
| BIPC Brookfield Infrastructure-A | 0.30% | 7,119 | $280K | No change |
| GE General Electric filed as GE AEROSPACE | 0.30% | 980 | $278K | New |
| MA Mastercard Inc. Class A | 0.29% | 543 | $276K | Reduce -41.5% |
| HD Home Depot Inc. | 0.28% | 784 | $262K | Reduce -39.6% |
| ORCL Oracle Corp. | 0.26% | 1,677 | $247K | New |
| MAR Marriott International Class A | 0.26% | 737 | $241K | New |
| OEF iShares S&P 100 ETF | 0.26% | 753 | $240K | Add +18.2% |
| GPRK Geopark Ltd. | 0.26% | 25,185 | $239K | New |
| IWB iShares Russell 1000 ETF | 0.25% | 659 | $235K | Reduce -71.3% |
| MELI MercadoLibre Inc. | 0.23% | 122 | $211K | Reduce -29.1% |
Portfolio Sells Q4 2025 → Q1 2026
| JFLX JPMorgan Flexible Debt ETF | Reduce -69.3% | 4.20% | −3.38 |
| GLDM SPDR Gold Minishares Trust | Reduce -71.1% | 4.50% | −3.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -51.6% | 15.19% | −2.87 |
| EELV Invesco S&P Emerging Markets | Reduce -66.7% | 3.77% | −2.31 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -79.8% | 0.90% | −1.69 |
| IOO iShares Global 100 ETF | Reduce -80.3% | 0.61% | −1.17 |
| BYLD iShares Yield Optimized Bond | Reduce -78.8% | 0.68% | −1.10 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.91 |
| XLK SS Technology Select Sector | Reduce -69.9% | 0.78% | −0.76 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -70.4% | 0.76% | −0.74 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -70.0% | 0.74% | −0.73 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -74.3% | 0.43% | −0.58 |
| URTH iShares MSCI World ETF | Sold out | 0.00% | −0.42 |
| IWD iShares Russell 1000 Value E | Reduce -70.5% | 0.45% | −0.38 |
| SMLF iShares US Smallcap Equity F | Reduce -67.1% | 0.53% | −0.35 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.34 |
| IWB iShares Russell 1000 ETF | Reduce -71.3% | 0.25% | −0.25 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.20 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.17 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.16 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.15 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.15 |
| JMUB JPMorgan Municipal ETF | Reduce -46.2% | 4.56% | −0.14 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.14 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.13 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.13 |
| USCB Uscb Financial Holdings Inc. | Sold out | 0.00% | −0.13 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.12 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.12 |
| JPSE JPM Diversified RT Small Cap | Reduce -56.2% | 0.58% | −0.11 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -47.6% | 0.79% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -41.5% | 0.29% | −0.02 |
| PAVE Global X US Infrastructure | Reduce -47.2% | 0.39% | +0.01 |
| HD Home Depot Inc. | Reduce -39.6% | 0.28% | +0.02 |
| MELI MercadoLibre Inc. | Reduce -29.1% | 0.23% | +0.02 |
| TSLA Tesla Inc. | Reduce -27.2% | 0.44% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -28.6% | 0.42% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.0% | 0.38% | +0.07 |
| COST Costco Wholesale Corp. | Reduce -36.1% | 0.33% | +0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -16.7% | 0.31% | +0.10 |
| V Visa Inc. Class A | Reduce -21.3% | 0.58% | +0.12 |
| IBM Intl Business Machines Corp. | Reduce -10.3% | 0.50% | +0.13 |
| TMUS T-Mobile US Inc. | Reduce -10.0% | 0.40% | +0.16 |
| NVDA Nvidia Corp. | Reduce -38.5% | 2.98% | +0.17 |
| PAM Pampa Energia SA-Spon ADR | Reduce -3.5% | 0.38% | +0.17 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.1% | 0.61% | +0.17 |
| IDV iShares International Select | Reduce -7.0% | 0.40% | +0.18 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -11.8% | 0.55% | +0.19 |
| WCN Waste Connections Inc. | Reduce -2.5% | 0.51% | +0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -28.0% | 1.02% | +0.20 |
Portfolio Buys Q4 2025 → Q1 2026
| AAPL Apple Inc. | Add +3.3% | 8.78% | +3.79 |
| USFR Wisdomtree Floating Rate Tre | Add +16.2% | 5.78% | +3.05 |
| SGOV iShares 0-3 Month Treasury B | Add +124.5% | 1.25% | +0.94 |
| T AT&T Inc. | New | 0.63% | +0.63 |
| SHV iShares 0-1 Year Treasury Bo | Add +87.5% | 0.88% | +0.62 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.82% | +0.44 |
| NFLX Netflix Inc. | Add +122.3% | 0.57% | +0.43 |
| APH Amphenol Corp. Class A | Add +65.9% | 0.54% | +0.35 |
| GEV GE Vernova Inc. | New | 0.34% | +0.34 |
| SIRI Sirius XM Holdings Inc. | New | 0.32% | +0.32 |
| GE General Electric | New | 0.30% | +0.30 |
| AON Aon PLC Class A | Add +52.7% | 0.45% | +0.27 |
| ORCL Oracle Corp. | New | 0.26% | +0.26 |
| MAR Marriott International Class A | New | 0.26% | +0.26 |
| GPRK Geopark Ltd. | New | 0.26% | +0.26 |
| BLK BlackRock Inc. | Add +1.1% | 0.49% | +0.20 |
| NDAQ Nasdaq Inc. | Add +0.9% | 0.43% | +0.16 |
| OEF iShares S&P 100 ETF | Add +18.2% | 0.26% | +0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $56.0M | SPY, AAPL, BRK.B, NVDA, MSFT |
| Q1 2026 | 76 | $93.7M | SPY, AAPL, USFR, JMUB, GLDM |
| Q4 2025 | 83 | $170.7M | SPY, GLDM, JFLX, EELV, AAPL |
| Q3 2025 | 93 | $171.6M | SPY, JFLX, GLDM, EELV, AAPL |
| Q2 2025 | 90 | $145.0M | GLDM, SPY, EELV, RSP, JMUB |
| Q1 2025 | 96 | $144.0M | SPY, GLDM, EELV, RSP, COWZ |
| Q4 2024 | 95 | $143.8M | SPY, COWZ, AAPL, EELV, PAVE |
| Q3 2024 | 93 | $135.0M | SPY, EELV, COWZ, AAPL, PAVE |
| Q2 2024 | 80 | $119.1M | SPY, OMFL, EELV, COWZ, PAVE |
| Q1 2024 | 88 | $124.7M | OMFL, SPY, COWZ, SGOV, PAVE |