account_balance
Investment manager · 13F filer · SEC CIK 1697716
LWM Advisory Services, LLC
Reported value$56Mas of Jun 30, 2026
Positions80 22 new, 18 sold out
Top 10 weight41.1%SPY alone is 11%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.6%Trimmed −64%
AAPLApple Inc.
8.0%Trimmed −52%
BRK-BBerkshire Hathaway Inc
4.1%Trimmed −36%
NVDANVIDIA Corp
3.3%Trimmed −42%
MSFTMicrosoft Corp
3.1%Trimmed −37%
GOOGAlphabet Inc.
2.8%Trimmed −42%
FBNDFidelity Merrimack STR Tr
2.4%New
AMZNAmazon.com Inc
2.3%Trimmed −63%
QQQInvesco QQQ Tr
2.3%Trimmed −57%
GDEWisdomtree Tr
2.2%
USFRWisdomtree Tr
2.2%−78%
LLYELI Lilly & Co
1.9%
SPYSPDR S&P 500 ETF Trust
10.6%Trimmed −64%
AAPLApple Inc.
8.0%Trimmed −52%
BRK-BBerkshire Hathaway Inc
4.1%
NVDANVIDIA Corp
3.3%
MSFT3.1%GOOG2.8%FBNDFidelity Merrimack STR Tr
2.4%
AMZNAmazon.com Inc
2.3%
QQQ2.3%
GDE2.2%
USFRWisdomtree Tr
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 10.6% Trimmed −64%AAPL Apple Inc. 8.0% Trimmed −52%BRK-B Berkshire Hathaway Inc 4.1% Trimmed −36%NVDA NVIDIA Corp 3.3% Trimmed −42%MSFT Microsoft Corp 3.1% Trimmed −37%GOOG Alphabet Inc. 2.8% Trimmed −42%
FBND Fidelity Merrimack STR Tr 2.4% New
AMZN Amazon.com Inc 2.3% Trimmed −63%QQQ Invesco QQQ Tr 2.3% Trimmed −57%
GDE Wisdomtree Tr 2.2% Held
USFR Wisdomtree Tr 2.2% Trimmed −78%
LLY ELI Lilly & Co 1.9% Added +9%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.