Lwm Advisory Services, LLC Top Holdings and 13F Report (2026) About Lwm Advisory Services, LLCInvestment ActivityLwm Advisory Services, LLC has $56.02 million in total holdings as of June 30, 2026.Lwm Advisory Services, LLC owns shares of 80 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 19.53% of the portfolio was purchased this quarter.About 97.13% of the portfolio was sold this quarter.This quarter, Lwm Advisory Services, LLC has purchased 76 new stocks and bought additional shares in 7 stocks.Lwm Advisory Services, LLC sold shares of 35 stocks and completely divested from 18 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $5,957,350Apple $4,484,778Berkshire Hathaway $2,277,768NVIDIA $1,847,819Microsoft $1,722,967 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $1,366,002 Holding46641Q670 - J P MORGAN EXCHANGE TRADED F $1,032,147 Holding78464A854 - SPDR Portfolio S&P 500 ETF $883,350 Holding46434V282 - iShares U.S. Equity Factor ETF $725,653 Holding025072703 - Avantis International Equity ETF $712,423 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 30,029 shares (about $1.37M)J P MORGAN EXCHANGE TRADED F 21,989 shares (about $1.03M)SPDR Portfolio S&P 500 ETF 10,052 shares (about $883.35K)iShares U.S. Equity Factor ETF 9,595 shares (about $725.65K)Avantis International Equity ETF 7,987 shares (about $712.42K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 13,896 shares (about $10.38M)Apple 16,834 shares (about $4.87M)WisdomTree Floating Rate Treasury Fund 83,316 shares (about $4.19M)J P MORGAN EXCHANGE TRADED F 73,837 shares (about $3.74M)SPDR Gold MiniShares Trust 40,327 shares (about $3.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLwm Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$5,957,350$10,377,753 ▼-63.5%7,97710.6%ETFAAPLApple$4,484,778$4,871,073 ▼-52.1%15,4998.0%TechnologyBRK.BBerkshire Hathaway$2,277,768$1,260,478 ▼-35.6%4,5524.1%FinanceNVDANVIDIA$1,847,819$1,320,385 ▼-41.7%9,2353.3%TechnologyMSFTMicrosoft$1,722,967$998,940 ▼-36.7%4,6193.1%TechnologyGOOGAlphabet$1,576,554$1,133,126 ▼-41.8%4,4622.8%Communication ServicesFBNDFidelity Total Bond ETF$1,366,002$1,366,002 ▲New Holding30,0292.4%ETFAMZNAmazon.com$1,312,289$2,191,518 ▼-62.5%5,5062.3%Consumer DiscretionaryQQQInvesco QQQ$1,272,281$1,709,144 ▼-57.3%1,7272.3%ETFGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$1,221,900$11,730 ▼-1.0%20,0002.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$1,216,103$4,194,959 ▼-77.5%24,1532.2%ETFLLYEli Lilly and Company$1,080,679$87,558 ▲8.8%9011.9%HealthcareISHARES TR$1,051,093$116,173 ▼-10.0%10,4411.9%0-3 MTH TREASURYJ P MORGAN EXCHANGE TRADED F$1,032,147$1,032,147 ▲New Holding21,9891.8%CORE PLUS BD ETFJPMJPMorgan Chase & Co.$1,020,932$285,756 ▼-21.9%3,1191.8%FinanceSPLGSPDR Portfolio S&P 500 ETF$883,350$883,350 ▲New Holding10,0521.6%ETFIWViShares Russell 3000 ETF$842,993$363,293 ▼-30.1%1,9771.5%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$792,600$2,700,667 ▼-77.3%28,5111.4%ETFLRGFiShares U.S. Equity Factor ETF$725,653$725,653 ▲New Holding9,5951.3%ETFTIGOMillicom International Cellular$724,0830.0%7,9781.3%Communication ServicesAPHAmphenol$714,800$12,166 ▲1.7%4,0541.3%TechnologyAVDEAvantis International Equity ETF$712,423$712,423 ▲New Holding7,9871.3%ETFNEENextEra Energy$684,165$45,552 ▼-6.2%7,7951.2%UtilitiesPVALPutnam Focused Large Cap Value ETF$654,894$654,894 ▲New Holding12,8541.2%ETFGOOGLAlphabet$618,959$530,332 ▼-46.1%1,7321.1%Communication ServicesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$587,128$714,095 ▼-54.9%4,7261.0%ETFJ P MORGAN EXCHANGE TRADED F$583,342$3,740,207 ▼-86.5%11,5161.0%MUNICIPAL ETFFVDFirst Trust Value Line Dividend Index Fund$569,054$50,493 ▼-8.1%11,8111.0%ETFAVEMAvantis Emerging Markets Equity ETF$549,686$549,686 ▲New Holding5,6971.0%ETFFEFirstEnergy$537,6280.0%11,3091.0%UtilitiesVFLOVictoryShares Free Cash Flow ETF$527,393$527,393 ▲New Holding11,5280.9%ETFISHARES TR$527,252$293,089 ▼-35.7%4,7780.9%TRUST ISHARE 0-1AONAON$512,458$82,922 ▲19.3%1,5450.9%FinanceETNEaton$504,525$4,687 ▲0.9%1,1840.9%IndustrialsISHARES BITCOIN TRUST ETF$495,1890.0%14,8750.9%SHS BEN INTWCNWaste Connections$491,2410.0%2,9480.9%IndustrialsPYLDPIMCO Multi Sector Bond Active ETF$483,578$483,578 ▲New Holding18,2350.9%ETFGMO ETF TRUST$467,959$467,959 ▲New Holding11,2440.8%US QUALITY ETFVVisa$465,912$148,214 ▼-24.1%1,3580.8%FinanceBLACKROCK INC$462,5080.0%4810.8%COMGE VERNOVA INC$442,920$8,224 ▲1.9%3770.8%COMYPFYPF Sociedad Anónima$435,5570.0%9,5790.8%EnergyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$426,662$192,783 ▼-31.1%7,0910.8%ETFIBMInternational Business Machines$416,751$124,575 ▼-23.0%1,4820.7%TechnologyGLDMSPDR Gold MiniShares Trust$410,274$3,202,694 ▼-88.6%5,1660.7%ETFNUNU$403,6060.0%30,2100.7%FinanceSCIService Corporation International$402,8150.0%5,3030.7%Consumer DiscretionaryTAT&T$395,701$22,522 ▼-5.4%19,1160.7%Communication ServicesGEGE Aerospace$395,404$29,151 ▲8.0%1,0580.7%IndustrialsNDAQNasdaq$372,0270.0%4,7200.7%FinanceIDViShares International Select Dividend ETF$352,277$12,387 ▼-3.4%8,5030.6%ETFNFLXNetflix$344,860$48,695 ▼-12.4%4,8300.6%Communication ServicesVOOVanguard S&P 500 ETF$335,8500.0%4890.6%ETFVGITVanguard Intermediate-Term Treasury ETF$334,991$334,991 ▲New Holding5,6800.6%ETFPAMPampa Energia$334,3510.0%4,0710.6%UtilitiesAMDAdvanced Micro Devices$333,439$333,439 ▲New Holding5740.6%TechnologyBXBlackstone$331,357$41,184 ▼-11.1%2,8160.6%FinanceORCLOracle$323,137$77,377 ▲31.5%2,2050.6%TechnologyIQLTiShares MSCI Intl Quality Factor ETF$321,366$321,366 ▲New Holding6,4860.6%ETFMETAMeta Platforms$316,000$69,847 ▼-18.1%5610.6%Communication ServicesDFISDimensional International Small Cap ETF$315,217$315,217 ▲New Holding8,9990.6%ETFJEPIJPMorgan Equity Premium Income ETF$311,4860.0%5,5150.6%ETFTMUST-Mobile US$298,5570.0%1,7800.5%Communication ServicesDELLDell Technologies$295,549$295,549 ▲New Holding6850.5%TechnologyTMOThermo Fisher Scientific$290,286$64,675 ▼-18.2%5790.5%HealthcareMTSIMACOM Technology Solutions$278,428$278,428 ▲New Holding7320.5%TechnologyBROOKFIELD INFRASTRUCTURE CO$274,4510.0%7,1190.5%COM SUB VTG ACHENIERE ENERGY INC$272,231$140,059 ▼-34.0%1,1390.5%COM NEWSMLFiShares U.S. Small Cap Equity Factor ETF$253,686$334,445 ▼-56.9%2,8460.5%ETFWALMART INC$245,542$245,542 ▲New Holding2,1680.4%COMMBBiShares MBS ETF$244,711$244,711 ▲New Holding2,5890.4%ETFGPRKGeopark$229,1840.0%25,1850.4%EnergyMSMorgan Stanley$228,477$228,477 ▲New Holding1,0930.4%FinanceJNJJohnson & Johnson$226,283$226,283 ▲New Holding8910.4%HealthcareMAMastercard$218,790$60,090 ▼-21.5%4260.4%FinanceTSLATesla$215,766$253,620 ▼-54.0%5130.4%Consumer DiscretionaryCOSTCostco Wholesale$212,348$77,643 ▼-26.8%2270.4%Consumer StaplesMRKMerck & Co., Inc.$211,767$211,767 ▲New Holding1,6480.4%HealthcareMELIMercadoLibre$207,0810.0%1220.4%Consumer DiscretionaryMGKVanguard Mega Cap Growth ETF$202,368$202,368 ▲New Holding2,3020.4%ETFJ P MORGAN EXCHANGE TRADED F$0$3,929,522 ▼-100.0%00.0%FLEXIBLE DEBT ETSPDWSPDR Portfolio Developed World ex-US ETF$0$876,877 ▼-100.0%00.0%ETFSPMOInvesco S&P 500 Momentum ETF$0$840,375 ▼-100.0%00.0%ETFRWLInvesco S&P 500 Revenue ETF$0$740,491 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$726,643 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$708,065 ▼-100.0%00.0%ETFXLGInvesco S&P 500 Top 50 ETF$0$689,881 ▼-100.0%00.0%ETFBYLDiShares Yield Optimized Bond ETF$0$636,883 ▼-100.0%00.0%ETFIOOiShares Global 100 ETF$0$571,359 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$512,288 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$423,839 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$405,993 ▼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$368,300 ▼-100.0%00.0%ETFSIRIUSXM HOLDINGS INC$0$302,606 ▼-100.0%00.0%COMMON STOCKHDHome Depot$0$261,843 ▼-100.0%00.0%Consumer DiscretionaryMARMarriott International$0$241,343 ▼-100.0%00.0%Consumer DiscretionaryOEFiShares S&P 100 ETF$0$239,582 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$235,005 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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