LWM Advisory Services, LLC

Institutional manager (13F) · CIK 1697716

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $85M

#	Issuer	Value	Shares
1	TATE STR SPDR S&P 500 ETF T	$14M	21,873
2	APPLE INC	$8M	32,333
3	WISDOMTREE TR	$5M	107,469
4	J P MORGAN EXCHANGE TRADED F	$4M	85,353
5	WORLD GOLD TR	$4M	45,493
6	J P MORGAN EXCHANGE TRADED F	$4M	79,111
7	INVESCO EXCH TRADED FD TR II	$4M	125,658
8	BERKSHIRE HATHAWAY INC DEL	$3M	7,071
9	AMAZON COM INC	$3M	14,701
10	NVIDIA CORPORATION	$3M	15,834
11	MICROSOFT CORP	$3M	7,297
12	INVESCO QQQ TR	$2M	4,047
13	LPHABET INC	$2M	7,669
14	WISDOMTREE TR	$1M	20,192
15	J P MORGAN EXCHANGE TRADED F	$1M	10,474
16	JPMORGAN CHASE & CO	$1M	3,992
17	ISHARES TR	$1M	11,595
18	ISHARES TR	$1M	2,829
19	ALPHABET INC	$956k	3,216
20	SPDR INDEX SHS FDS	$877k	19,208
21	INVESCO EXCH TRADED FD TR II	$840k	7,496
22	ISHARES TR	$821k	7,434
23	NEXTERA ENERGY INC	$772k	8,314
24	ELI LILLY & CO	$762k	828
25	INVESCO EXCH TRADED FD TR II	$740k	6,444
26	SELECT SECTOR SPDR TR	$727k	5,468
27	INVESCO EXCH TRADED FD TR II	$708k	2,980
28	INVESCO EXCHANGE TRADED FD T	$690k	12,647
29	ISHARES TR	$637k	28,268
30	FIRST TR EXCHANGE-TRADED FD	$605k	12,859
31	ILLICOM INTL CELLULAR S A	$598k	7,978
32	AT&T INC	$586k	20,204
33	FIRSTENERGY CORP	$573k	11,309
34	ISHARES BITCOIN TRUST ETF	$571k	14,875
35	ISHARES TR	$571k	4,723
36	VISA INC	$545k	1,790
37	J P MORGAN EXCHANGE TRADED F	$540k	10,295
38	NETFLIX INC.	$530k	5,512
39	TATE STR SPDR DOW JONES IND	$512k	1,106
40	AMPHENOL CORP	$504k	3,985
41	ISHARES TR	$498k	6,598
42	CHENIERE ENERGY INC	$489k	1,725
43	WASTE CONNECTIONS INC	$478k	2,948
44	INTERNATIONAL BUSINESS MACHS	$467k	1,925
45	BLACKROCK INC	$463k	481
46	YPF SOCIEDAD ANONIMA	$443k	9,579
47	SERVICE CORP INTL	$438k	5,303
48	NU HLDGS LTD	$434k	30,210
49	ISHARES TR	$424k	1,983
50	ATON CORP PLC	$420k	1,173

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.