LWM Advisory Services, LLC
LWM Advisory Services, LLC reported 80 positions worth $56.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SPY (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $6.0M | 10.63% | 7,977 | — | — | |
| ▸ 2 | AAPL | SH | $4.5M | 8.01% | 15,499 | — | — | |
| ▸ 3 | BRK-B | SH | $2.3M | 4.07% | 4,552 | — | — | |
| ▸ 4 | NVDA | SH | $1.8M | 3.30% | 9,235 | — | — | |
| ▸ 5 | MSFT | SH | $1.7M | 3.08% | 4,619 | — | — | |
| ▸ 6 | GOOG | SH | $1.6M | 2.81% | 4,462 | — | — | |
| ▸ 7 | FBND | SH | $1.4M | 2.44% | 30,029 | — | — | |
| ▸ 8 | AMZN | SH | $1.3M | 2.34% | 5,506 | — | — | |
| ▸ 9 | QQQ | SH | $1.3M | 2.27% | 1,727 | — | — | |
| ▸ 10 | GDE | SH | $1.2M | 2.18% | 20,000 | — | — |
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Frequently Asked Questions
What stocks does LWM Advisory Services, LLC hold as of Q2 2026?
LWM Advisory Services, LLC reported 80 positions worth $56.0M in its Q2 2026 13F filing. Largest positions: SPY (10.6%), AAPL (8.0%), BRK-B (4.1%), NVDA (3.3%) and MSFT (3.1%).
What did LWM Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LWM Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.