LWM Advisory Services, LLC 13F Holdings
CIK 0001697716 · PLANTATION, FL
As of Sep 30, 2025, LWM Advisory Services, LLC reported 93 positions worth
CIK 0001697716 · PLANTATION, FL
As of Sep 30, 2025, LWM Advisory Services, LLC reported 93 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 44,363 | $29.6M | 17.23% |
| JPMORGAN FLEXIBLE DEBT ETF | JFLX | — | 252,509 | 2.7M | 7.39% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 161,495 | 2.3M | 7.20% |
| INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | EELV | — | 369,913 | $9.8M | 5.74% |
| APPLE INC | AAPL | Technology | 30,022 | $7.6M | 4.46% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 130,877 | $6.6M | 3.85% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,216 | $5.1M | 2.99% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 102,053 | $5.1M | 2.99% |
| NVIDIA CORP | NVDA | Technology | 26,296 | $4.9M | 2.86% |
| MICROSOFT CORP | MSFT | Technology | 9,103 | $4.7M | 2.76% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 37,333 | $4.5M | 2.63% |
| AMAZON.COM INC | AMZN | Equity | 16,309 | $3.6M | 2.09% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,074 | $3.0M | 1.78% |
| ISHARES YIELD OPTIMIZED BOND ETF | BYLD | — | 128,284 | $2.9M | 1.71% |
| ISHARES GLOBAL 100 ETF | IOO | — | 23,132 | $2.8M | 1.62% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 10,587 | $2.6M | 1.52% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 9,120 | $2.6M | 1.50% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 42,778 | $2.5M | 1.43% |
| ALPHABET INC | GOOG | Equity | 8,043 | $2.0M | 1.14% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 12,011 | .7M | 1.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,405 | .7M | 0.99% |
| JPMORGAN DIVERSIFIED RETURN US MID CAP EQUITY ETF | JPME | — | 15,500 | .7M | 0.98% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 20,160 | .5M | 0.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 14,164 | .5M | 0.86% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 11,983 | .3M | 0.77% |