Investor
LWM Advisory Services, LLC
CIK 0001697716 · filed 2026-04-29 · SEC filing
13F book
$93.7M
Positions
76
7 new · 14 sold
Largest name
15.2%
Spdr S&P 500 Etf Tr
Est. mark
−$3.57M
Price effect on 69 names still held. Flow −$73.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 21.9K | $14.2M | 15.2% | −$690.4K | Cut−$16.6M |
| Apple Inc. | AAPL | 32.3K | $8.22M | 8.8% | −$553.4K | Added−$288.2K |
| Wisdomtree Tr | — | 107.5K | $5.41M | 5.8% | $1.83K | Added$756.9K |
| J P Morgan Exchange Traded F | — | 85.4K | $4.27M | 4.6% | −$43.5K | Cut−$3.75M |
| World Gold Tr | — | 45.5K | $4.22M | 4.5% | $333K | Cut−$9.24M |
| J P Morgan Exchange Traded F | — | 79.1K | $3.93M | 4.2% | −$43.4K | Cut−$9M |
| Invesco Exch Traded Fd Tr Ii | — | 125.7K | $3.53M | 3.8% | $81.7K | Cut−$6.84M |
| Berkshire Hathaway Inc Del | — | 7.07K | $3.39M | 3.6% | −$167K | Cut−$1.76M |
| Amazon Com Inc | AMZN | 14.7K | $3.06M | 3.3% | −$331.5K | Cut−$760.4K |
| Nvidia Corp | NVDA | 15.8K | $2.79M | 3.0% | −$161.1K | Cut−$2.01M |
| Microsoft Corp | MSFT | 7.3K | $2.72M | 2.9% | −$809.2K | Cut−$1.35M |
| Invesco Qqq Tr | — | 4.05K | $2.34M | 2.5% | −$150.5K | Cut−$834.3K |
| Alphabet Inc | — | 7.67K | $2.21M | 2.4% | −$198.5K | Cut−$283.3K |
| Wisdomtree Tr | — | 20.2K | $1.27M | 1.4% | $25.8K | Held |
| J P Morgan Exchange Traded F | — | 10.5K | $1.2M | 1.3% | $61.5K | Cut−$550.9K |
| Jpmorgan Chase & Co. | — | 3.99K | $1.18M | 1.3% | −$105.8K | Cut−$217K |
| Ishares 0-3 Month | — | 11.6K | $1.17M | 1.2% | $1.45K | Added$648.6K |
| Ishares Tr | — | 2.83K | $1.05M | 1.1% | −$45.5K | Cut−$127.1K |
| Alphabet Inc | — | 3.22K | $956K | 1.0% | −$50.6K | Cut−$441.3K |
| Spdr Index Shs Fds | — | 19.2K | $876.9K | 0.9% | $23.8K | Cut−$371.3K |
| Invesco Exch Traded Fd Tr Ii | — | 7.5K | $840.4K | 0.9% | −$54K | Cut−$3.58M |
| Ishares Tr | — | 7.43K | $820.6K | 0.9% | $951 | Added$383.9K |
| Nextera Energy Inc | — | 8.31K | $772.3K | 0.8% | $103.3K | Added$114.4K |
| Eli Lilly & Co | LLY | 828 | $761.6K | 0.8% | −$128.3K | Cut−$204.6K |
| Invesco Exch Traded Fd Tr Ii | — | 6.44K | $740.5K | 0.8% | $2.67K | Cut−$667.6K |
| Select Sector Spdr Tr | — | 5.47K | $726.6K | 0.8% | −$60.6K | Cut−$1.89M |
| Invesco Exch Traded Fd Tr Ii | — | 2.98K | $708.1K | 0.8% | −$45.7K | Cut−$1.84M |
| Invesco Exchange Traded Fd T | — | 12.6K | $689.9K | 0.7% | −$59.8K | Cut−$1.81M |
| Ishares Tr | — | 28.3K | $636.9K | 0.7% | −$6.91K | Cut−$2.41M |
| First Tr Exchange-Traded Fd | — | 12.9K | $604.8K | 0.6% | $12.2K | Held |
| Millicom Intl Cellular S A | — | 7.98K | $597.9K | 0.6% | $155.6K | Held |
| At&T Inc | — | 20.2K | $585.7K | 0.6% | — | New |
| Firstenergy Corp | FE | 11.3K | $572.9K | 0.6% | $66.6K | Cut$39.7K |
| Ishares Bitcoin Trust Etf | IBIT | 14.9K | $571.5K | 0.6% | −$167K | Cut−$175.2K |
| Ishares Tr | — | 4.72K | $571.4K | 0.6% | −$26.9K | Cut−$2.46M |
| Visa Inc. | V | 1.79K | $545.3K | 0.6% | −$82.5K | Cut−$251.9K |
| J P Morgan Exchange Traded F | — | 10.3K | $539.8K | 0.6% | $24.3K | Cut−$636.3K |
| Netflix Inc | NFLX | 5.51K | $530K | 0.6% | $5.93K | Added$297.5K |
| Spdr Dow Jones Indl Average | — | 1.11K | $512.3K | 0.5% | −$19.1K | Cut−$90.2K |
| Amphenol Corp New | — | 3.98K | $503.5K | 0.5% | −$21.1K | Added$178.9K |
| Ishares Tr | — | 6.6K | $498K | 0.5% | $3.99K | Cut−$1M |
| Cheniere Energy, Inc. | LNG | 1.73K | $489.5K | 0.5% | $154.2K | Cut$142.9K |
| Waste Connections, Inc. | WCN | 2.95K | $477.5K | 0.5% | −$40.2K | Cut−$53.4K |
| International Business Machs | — | 1.93K | $466.8K | 0.5% | −$103.6K | Cut−$169.1K |
| BlackRock, Inc. | BLK | 481 | $462.6K | 0.5% | −$51.7K | Added−$46.9K |
| Ypf Sociedad Anonima | YPF | 9.58K | $442.7K | 0.5% | $96.4K | Held |
| Service Corp Intl | — | 5.3K | $437.5K | 0.5% | $24.1K | Cut$23.2K |
| Nu Hldgs Ltd | — | 30.2K | $434.1K | 0.5% | −$71.6K | Held |
| Ishares Tr | — | 1.98K | $423.8K | 0.5% | $6.71K | Cut−$989.1K |
| Eaton Corp Plc | ETN | 1.17K | $419.5K | 0.4% | $45.9K | Held |
| Aon plc | AON | 1.29K | $418K | 0.4% | −$25.5K | Added$118.8K |
| Tesla, Inc. | TSLA | 1.12K | $415.1K | 0.4% | −$86.8K | Cut−$274.3K |
| Spdr Series Trust | — | 4.15K | $406K | 0.4% | −$36.4K | Cut−$1.32M |
| Nasdaq, Inc. | NDAQ | 4.72K | $400.7K | 0.4% | −$57.2K | Added−$53.5K |
| Meta Platforms, Inc. | META | 685 | $392.2K | 0.4% | −$60.1K | Cut−$241K |
| Ishares Tr | — | 8.8K | $374.6K | 0.4% | $27.4K | Cut$1.45K |
| T-Mobile Us Inc | — | 1.78K | $373.9K | 0.4% | $12.4K | Cut−$27.6K |
| Global X Fds | — | 7.25K | $368.3K | 0.4% | $21.9K | Cut−$287.6K |
| Blackstone Inc. | BX | 3.17K | $364.1K | 0.4% | −$123.9K | Held |
| Pampa Energia S A | — | 4.07K | $360.3K | 0.4% | −$40 | Cut−$13.1K |
| Thermo Fisher Scientific Inc. | TMO | 708 | $352.4K | 0.4% | −$57.8K | Cut−$173.7K |
| GE Vernova Inc. | GEV | 370 | $323K | 0.3% | — | New |
| J P Morgan Exchange Traded F | — | 5.51K | $312.6K | 0.3% | −$3.09K | Held |
| Costco Whsl Corp New | — | 310 | $309K | 0.3% | $41.7K | Cut−$109.2K |
| Siriusxm Holdings Inc | — | 13.1K | $302.6K | 0.3% | — | New |
| Vanguard Index Fds | — | 489 | $292.2K | 0.3% | −$14.5K | Cut−$75.9K |
| Brookfield Infrastructure Corp | BIPC | 7.12K | $280.4K | 0.3% | −$42.8K | Held |
| Ge Aerospace | — | 980 | $278.1K | 0.3% | — | New |
| Mastercard Inc | MA | 543 | $275.8K | 0.3% | −$34.1K | Cut−$253.9K |
| Home Depot, Inc. | HD | 784 | $261.8K | 0.3% | −$8.02K | Cut−$185.3K |
| Oracle Corp | — | 1.68K | $246.7K | 0.3% | — | New |
| Marriott Intl Inc New | — | 737 | $241.3K | 0.3% | — | New |
| Ishares Tr | — | 753 | $239.6K | 0.3% | −$15.8K | Added$21.1K |
| Geopark Ltd | GPRK | 25.2K | $239.3K | 0.3% | — | New |
| Ishares Tr | — | 659 | $235K | 0.3% | −$11.2K | Cut−$622K |
| Mercadolibre Inc | MELI | 122 | $210.9K | 0.2% | −$34.8K | Cut−$135.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.