13F Insight
DOSSIER · 13F-HR · Q2 2026

LWM Advisory Services, LLC

$56M in tracked AUM across 80 positions as of Q2 2026.

LA
CIK 0001697716 · last filed Jun 30, 2026
Total AUM
$56M
as of Q2 2026
Holdings
80
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LWM Advisory Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K10.6%02
AAPL
APPLE INC
$4M15K8.0%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M5K4.1%04
NVDA
NVIDIA CORPORATION
$2M9K3.3%05
MSFT
MICROSOFT CORP
$2M5K3.1%06
GOOG
ALPHABET INC
$2M4K2.8%07
FBND
FIDELITY MERRIMACK STR TR
$1M30K2.4%08
AMZN
AMAZON COM INC
$1M6K2.3%09
QQQ
INVESCO QQQ TR
$1M2K2.3%10
GDE
WISDOMTREE TR
$1M20K2.2%

Filing history

2026Q2Jun 30
$56M▼ 40.2%
80 positionsView →2026Q1Mar 31
$94M▼ 45.1%
76 positionsView →2025Q4Dec 31
$171M▲ 67.8%
83 positionsView →2025Q3Sep 30
$102M▼ 29.9%
55 positionsLocked2025Q2Jun 30
$145M▲ 0.7%
90 positionsLocked2025Q1Mar 31
$144M▲ 0.1%
96 positionsLocked2024Q4Dec 31
$144M▲ 6.5%
95 positionsLocked2024Q3Sep 30
$135M▲ 13.4%
93 positionsLocked2024Q2Jun 30
$119M▼ 4.5%
80 positionsLocked2024Q1Mar 31
$125M▲ 9.6%
89 positionsLocked2023Q4Dec 31
$114M▲ 22.0%
80 positionsLocked2023Q3Sep 30
$93M▼ 1.5%
146 positionsLocked
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