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Portfolio (Quarterly) Guide ↗

LWM Advisory Services, LLC

· CIK 0001697716
13F Portfolio $56M AUM 80 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,977.0 $6.0M 10.63% NEW $746.82 +2.5%
2 AAPL APPLE INC Technology 15,499.0 $4.5M 8.01% NEW $289.36 +6.9%
3 BERKSHIRE HATHAWAY INC DEL 4,552.0 $2.3M 4.07% NEW $500.39
4 NVDA NVIDIA CORPORATION Technology 9,235.0 $1.8M 3.30% NEW $200.09 +7.3%
5 MSFT MICROSOFT CORP Technology 4,619.0 $1.7M 3.08% NEW $373.02 +29.5%
6 GOOG ALPHABET INC 4,462.0 $1.6M 2.81% NEW $353.33
7 FBND FIDELITY MERRIMACK STR TR 30,029.0 $1.4M 2.44% NEW $45.49 -1.3%
8 AMZN AMAZON COM INC Consumer Cyclical 5,506.0 $1.3M 2.34% NEW $238.34 +8.5%
9 QQQ INVESCO QQQ TR Financial Services 1,727.0 $1.3M 2.27% NEW $736.70 -3.2%
10 GDE WISDOMTREE TR 20,000.0 $1.2M 2.18% NEW $61.09 +15.5%
11 USFR WISDOMTREE TR 24,153.0 $1.2M 2.17% NEW $50.35 +0.3%
12 LLY ELI LILLY & CO Healthcare 901.0 $1.1M 1.93% NEW $1199.42 +4.6%
13 SGOV ISHARES TR 10,441.0 $1.1M 1.88% NEW $100.67 -0.0%
14 JCPB J P MORGAN EXCHANGE TRADED F 21,989.0 $1.0M 1.84% NEW $46.94 -1.7%
15 JPM JPMORGAN CHASE & CO Financial Services 3,119.0 $1.0M 1.82% NEW $327.33 +7.4%
16 SPYM SPDR SERIES TRUST 10,052.0 $883K 1.58% NEW $87.88 +2.6%
17 IWV ISHARES TR 1,977.0 $843K 1.50% NEW $426.40 +2.4%
18 EELV INVESCO EXCH TRADED FD TR II 28,511.0 $793K 1.42% NEW $27.80 +3.7%
19 LRGF ISHARES TR 9,595.0 $726K 1.29% NEW $75.63 +3.1%
20 TIGO MILLICOM INTL CELLULAR S A Communication Services 7,978.0 $724K 1.29% NEW $90.76 +3.2%
Page 1 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.5%
Technology 30.4%
Communication Services 7.9%
Utilities 6.6%
Consumer Cyclical 6.2%
Healthcare 5.3%
Industrials 4.1%
Energy 2.7%
Consumer Defensive 1.3%