Lwm Advisory Services, LLC Top Holdings and 13F Report (2026) About Lwm Advisory Services, LLCInvestment ActivityLwm Advisory Services, LLC has $93.66 million in total holdings as of March 31, 2026.Lwm Advisory Services, LLC owns shares of 76 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.30% of the portfolio was purchased this quarter.About 82.44% of the portfolio was sold this quarter.This quarter, Lwm Advisory Services, LLC has purchased 83 new stocks and bought additional shares in 11 stocks.Lwm Advisory Services, LLC sold shares of 49 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,225,315Apple $8,218,500WisdomTree Floating Rate Treasury Fund $5,410,019JPMorgan Municipal ETF $4,266,824SPDR Gold MiniShares Trust $4,216,724 Largest New Holdings this Quarter 00206R102 - AT&T $585,713 Holding36828A101 - GE VERNOVA INC $322,971 Holding829933100 - SIRIUSXM HOLDINGS INC $302,606 Holding369604301 - GE Aerospace $278,091 Holding68389X105 - Oracle $246,698 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 15,000 shares (about $755.10K)iShares 0-3 Month Treasury Bond ETF 6,429 shares (about $647.14K)AT&T 20,204 shares (about $585.71K)iShares Short Treasury Bond ETF 3,469 shares (about $382.94K)GE VERNOVA INC 370 shares (about $322.97K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 23,324 shares (about $15.17M)SPDR Gold MiniShares Trust 112,088 shares (about $10.39M)J P MORGAN EXCHANGE TRADED F 178,395 shares (about $8.86M)Invesco S&P Emerging Markets Low Volatility ETF 252,172 shares (about $7.08M)JPMorgan Municipal ETF 73,407 shares (about $3.67M) 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$14,225,315$15,168,987 ▼-51.6%21,87315.2%FinanceAAPLApple$8,218,500$265,113 ▲3.3%32,3338.8%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$5,410,019$755,104 ▲16.2%107,4695.8%FinanceJMUBJPMorgan Municipal ETF$4,266,824$3,669,640 ▼-46.2%85,3534.6%ETFGLDMSPDR Gold MiniShares Trust$4,216,724$10,389,382 ▼-71.1%45,4934.5%FinanceJ P MORGAN EXCHANGE TRADED F$3,929,522$8,861,057 ▼-69.3%79,1114.2%FLEXIBLE DEBT ETEELVInvesco S&P Emerging Markets Low Volatility ETF$3,528,469$7,080,974 ▼-66.7%125,6583.8%ETFBRK.BBerkshire Hathaway$3,387,469$1,521,032 ▼-31.0%7,0713.6%FinanceAMZNAmazon.com$3,061,769$386,965 ▼-11.2%14,7013.3%Retail/WholesaleNVDANVIDIA$2,791,995$1,751,301 ▼-38.5%15,8343.0%Computer and TechnologyMSFTMicrosoft$2,720,060$419,732 ▼-13.4%7,2972.9%Computer and TechnologyQQQInvesco QQQ$2,336,087$642,467 ▼-21.6%4,0472.5%FinanceGOOGAlphabet$2,208,030$77,737 ▼-3.4%7,6692.4%Computer and TechnologyGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$1,270,0770.0%20,1921.4%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,199,608$645,502 ▼-35.0%10,4741.3%ETFJPMJPMorgan Chase & Co.$1,180,746$102,043 ▼-8.0%3,9921.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,167,151$647,142 ▲124.4%11,5951.2%ETFIWViShares Russell 3000 ETF$1,048,936$78,235 ▼-6.9%2,8291.1%ETFGOOGLAlphabet$956,029$370,996 ▼-28.0%3,2161.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$876,877$406,208 ▼-31.7%19,2080.9%ETFSPMOInvesco S&P 500 Momentum ETF$840,375$3,312,732 ▼-79.8%7,4960.9%ETFSHViShares Short Treasury Bond ETF$820,639$382,943 ▲87.5%7,4340.9%ETFNEENextEra Energy$772,273$11,054 ▲1.5%8,3140.8%UtilitiesLLYEli Lilly and Company$761,564$65,303 ▼-7.9%8280.8%MedicalRWLInvesco S&P 500 Revenue ETF$740,491$672,693 ▼-47.6%6,4440.8%ETFXLKTechnology Select Sector SPDR Fund$726,643$1,687,571 ▼-69.9%5,4680.8%ETFQQQMInvesco NASDAQ 100 ETF$708,065$1,683,199 ▼-70.4%2,9800.8%ETFXLGInvesco S&P 500 Top 50 ETF$689,881$1,612,904 ▼-70.0%12,6470.7%ETFBYLDiShares Yield Optimized Bond ETF$636,883$2,372,856 ▼-78.8%28,2680.7%ETFFVDFirst Trust Value Line Dividend Index Fund$604,7630.0%12,8590.6%ETFTIGOMillicom International Cellular$597,8710.0%7,9780.6%Computer and TechnologyTAT&T$585,713$585,713 ▲New Holding20,2040.6%Computer and TechnologyFEFirstEnergy$572,912$30,447 ▼-5.0%11,3090.6%UtilitiesISHARES BITCOIN TRUST ETF$571,498$6,301 ▼-1.1%14,8750.6%SHS BEN INTIOOiShares Global 100 ETF$571,359$2,327,414 ▼-80.3%4,7230.6%ETFVVisa$545,338$147,150 ▼-21.2%1,7900.6%Business ServicesJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$539,808$691,762 ▼-56.2%10,2950.6%ETFNFLXNetflix$529,976$291,525 ▲122.3%5,5120.6%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$512,288$68,552 ▼-11.8%1,1060.5%FinanceAPHAmphenol$503,503$200,011 ▲65.9%3,9850.5%Computer and TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$498,042$1,016,993 ▼-67.1%6,5980.5%ETFCHENIERE ENERGY INC$489,485$16,458 ▼-3.3%1,7250.5%COM NEWWCNWaste Connections$477,501$12,148 ▼-2.5%2,9480.5%Business ServicesIBMInternational Business Machines$466,752$53,586 ▼-10.3%1,9250.5%Computer and TechnologyBLACKROCK INC$462,581$4,809 ▲1.1%4810.5%COMYPFYPF Sociedad Anónima$442,7410.0%9,5790.5%EnergySCIService Corporation International$437,549$908 ▼-0.2%5,3030.5%Consumer StaplesNUNU$434,1180.0%30,2100.5%FinanceIWDiShares Russell 1000 Value ETF$423,839$1,011,827 ▼-70.5%1,9830.5%ETFETNEaton$419,5460.0%1,1730.4%IndustrialsAONAON$417,998$144,282 ▲52.7%1,2950.4%FinanceTSLATesla$415,079$155,097 ▼-27.2%1,1160.4%Auto/Tires/TrucksSPYGSPDR Portfolio S&P 500 Growth ETF$405,993$1,176,655 ▼-74.3%4,1460.4%ETFNDAQNasdaq$400,680$3,735 ▲0.9%4,7200.4%FinanceMETAMeta Platforms$392,172$156,869 ▼-28.6%6850.4%Computer and TechnologyIDViShares International Select Dividend ETF$374,649$28,007 ▼-7.0%8,8020.4%ETFTMUST-Mobile US$373,851$41,376 ▼-10.0%1,7800.4%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$368,300$328,975 ▼-47.2%7,2490.4%ETFBXBlackstone$364,0570.0%3,1660.4%FinancePAMPampa Energia$360,284$13,010 ▼-3.5%4,0710.4%UtilitiesTMOThermo Fisher Scientific$352,450$99,562 ▼-22.0%7080.4%MedicalGE VERNOVA INC$322,971$322,971 ▲New Holding3700.3%COMJEPIJPMorgan Equity Premium Income ETF$312,5890.0%5,5150.3%ETFCOSTCostco Wholesale$309,021$174,447 ▼-36.1%3100.3%Retail/WholesaleSIRIUSXM HOLDINGS INC$302,606$302,606 ▲New Holding13,1110.3%COMMON STOCKVOOVanguard S&P 500 ETF$292,201$58,560 ▼-16.7%4890.3%ETFBROOKFIELD INFRASTRUCTURE CO$280,4420.0%7,1190.3%COM SUB VTG AGEGE Aerospace$278,091$278,091 ▲New Holding9800.3%AerospaceMAMastercard$275,844$195,580 ▼-41.5%5430.3%Business ServicesHDHome Depot$261,843$172,001 ▼-39.6%7840.3%Retail/WholesaleORCLOracle$246,698$246,698 ▲New Holding1,6770.3%Computer and TechnologyMARMarriott International$241,343$241,343 ▲New Holding7370.3%Consumer DiscretionaryOEFiShares S&P 100 ETF$239,582$36,908 ▲18.2%7530.3%ETFGPRKGeopark$239,258$239,258 ▲New Holding25,1850.3%EnergyIWBiShares Russell 1000 ETF$235,005$583,055 ▼-71.3%6590.3%ETFMELIMercadoLibre$210,940$86,451 ▼-29.1%1220.2%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$0$1,557,305 ▼-100.0%00.0%ETFURTHiShares MSCI World ETF$0$724,704 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$580,791 ▼-100.0%00.0%ETFVRSKVerisk Analytics$0$344,257 ▼-100.0%00.0%Business ServicesKDKyndryl$0$282,810 ▼-100.0%00.0%Business ServicesCTASCintas$0$270,821 ▼-100.0%00.0%Business ServicesAPPLOVIN CORP$0$250,661 ▼-100.0%00.0%COM CL ATTTrane Technologies$0$249,088 ▼-100.0%00.0%ConstructionQCOMQualcomm$0$237,888 ▼-100.0%00.0%Computer and TechnologyPWRQuanta Services$0$228,332 ▼-100.0%00.0%ConstructionWALMART INC$0$223,708 ▼-100.0%00.0%COMUSCBUSCB Financial$0$214,975 ▼-100.0%00.0%FinanceHONHoneywell International$0$205,197 ▼-100.0%00.0%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$0$204,093 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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