Lwm Advisory Services, LLC Portfolio Holdings

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025

Lwm Advisory Services, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $29.6M, World Gold Trust with a value of $12.3M, Invesco ETF Tr Ii S&P Emerging with a value of $9.85M, Apple Inc. with a value of $7.64M, and Jp Morgan Tr Mun ETF (De) with a value of $6.61M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $139M to 153M.

Lwm Advisory Services, LLC is based out at Plantation, FL

Below you can find more details about Lwm Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $100 Million
Technology: $18.8 Million
Financial Services: $11.7 Million
Consumer Cyclical: $6.23 Million
Communication Services: $5.41 Million
Healthcare: $3.1 Million
Industrials: $2.8 Million
Utilities: $2.47 Million
Other: $2.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.6 Million 19.3% of portfolio
44,363
Q3 2025 Added 113.39%
$11.9B
$12.3 Million 8.06% of portfolio
161,495
Q3 2025 Reduced 37.7%
$0
$9.85 Million 6.43% of portfolio
369,913
Q3 2025 Reduced 6.0%
$4.3T
$7.64 Million 4.99% of portfolio
30,022
Q3 2025 Added 3.12%
$0
$6.61 Million 4.31% of portfolio
130,877
Q3 2025 Reduced 5.83%
$662B
$5.14 Million 3.35% of portfolio
10,216
Q3 2025 Added 2.44%
$0
$5.13 Million 3.35% of portfolio
102,053
Q3 2025 Added 21.55%
$465B
$4.91 Million 3.2% of portfolio
26,296
Q3 2025 Added 1.16%
$3.78T
$4.71 Million 3.08% of portfolio
9,103
Q3 2025 Added 0.74%
$0
$4.52 Million 2.95% of portfolio
37,333
Q3 2025 Reduced 3.93%
$2.39T
$3.58 Million 2.34% of portfolio
16,309
Q3 2025 Reduced 1.46%
$0
$3.05 Million 1.99% of portfolio
5,074
Q3 2025 Added 1.74%
$0
$2.78 Million 1.81% of portfolio
23,132
Q3 2025 Added 5.0%
$0
$2.62 Million 1.71% of portfolio
10,587
Q3 2025 Added 2.04%
$0
$2.57 Million 1.68% of portfolio
9,120
Q3 2025 Added 241.06%
$0
$2.46 Million 1.61% of portfolio
42,778
Q3 2025 Added 21.86%
$0
$1.71 Million 1.12% of portfolio
12,011
Q3 2025 New
$881B
$1.7 Million 1.11% of portfolio
5,405
Q3 2025 Added 2.58%
$0
$1.68 Million 1.1% of portfolio
15,500
Q3 2025 Added 2.81%
$0
$1.5 Million 0.98% of portfolio
20,160
Q3 2025 Added 1.63%
$0
$1.48 Million 0.97% of portfolio
14,164
Q3 2025 Added 3.28%
$0
$1.33 Million 0.87% of portfolio
11,983
Q3 2025 New
$971B
$1.21 Million 0.79% of portfolio
1,589
Q3 2025 Reduced 6.42%
$168B
$1.2 Million 0.78% of portfolio
15,925
Q3 2025 Reduced 4.6%
$0
$1.19 Million 0.78% of portfolio
5,843
Q3 2025 Added 11.0%
$0
$1.16 Million 0.76% of portfolio
20,192
Q3 2025 New
$0
$1.15 Million 0.75% of portfolio
3,040
Q4 2024 Reduced 3.37%
$10.4B
$1.15 Million 0.75% of portfolio
4,000
Q4 2022 Reduced 0.4%
$0
$1.13 Million 0.74% of portfolio
22,606
Q3 2025 Added 2.89%
$1.65T
$1.08 Million 0.7% of portfolio
4,426
Q3 2025 Added 3.29%
$0
$1.01 Million 0.66% of portfolio
23,569
Q3 2025 Added 0.41%
$0
$909,000 0.59% of portfolio
52,187
Q3 2025 New
$0
$811,000 0.53% of portfolio
2,219
Q3 2025 Added 1.09%
$533B
$781,000 0.51% of portfolio
2,288
Q3 2025 Reduced 0.78%
$1.37T
$702,000 0.46% of portfolio
956
Q3 2025 Reduced 1.44%
$56.3B
$657,000 0.43% of portfolio
41,080
Q3 2025 New
$0
$613,000 0.4% of portfolio
12,878
Q3 2025 Reduced 0.27%
$266B
$607,000 0.4% of portfolio
2,152
Q3 2025 Reduced 0.97%
$0
$594,000 0.39% of portfolio
12,859
Q2 2025 Reduced 3.02%
$0
$581,000 0.38% of portfolio
1,253
Q2 2025 Added 0.08%
$0
$588,000 0.38% of portfolio
3,242
Q1 2024 Reduced 41.92%
$269B
$583,000 0.38% of portfolio
2,437
Q3 2025 Reduced 11.7%
$98.1B
$565,000 0.37% of portfolio
3,308
Q3 2025 Added 1.57%
$0
$559,000 0.36% of portfolio
5,414
Q3 2025 Reduced 1.87%
$512B
$536,000 0.35% of portfolio
944
Q3 2025 Added 0.64%
$159B
$529,000 0.35% of portfolio
1,088
Q3 2025 Reduced 5.47%
$26.3B
$536,000 0.35% of portfolio
11,717
Q3 2025 Reduced 2.96%
$43.4B
$531,000 0.35% of portfolio
3,023
Q2 2025 Reduced 0.36%
$367B
$516,000 0.34% of portfolio
1,275
Q3 2025 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $153 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 25, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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