LWM Advisory Services, LLC

CIK

1697716

Location

PLANTATION, FL

Portfolio Value

Micro $58,607,845

Diversification

Diversified

Filing Date

Global Rank

#6,637 / 8,621 ▼ 632 · as of Mar 2026

Top Industry

Consumer Electronics 22.3%

3Y Alpha vs SPY

-1.8%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.6%

SPY

+67.9%

Annualised alpha

-0.5%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.3%

−8.4 pts

Top 5

56.5%

−10.1 pts

Top 10

73.4%

−7.9 pts

HHI

985

Diversified−488

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.3%	$21,861,264	5
Technology	25.4%	$14,885,178	6
Financial Services	12.7%	$7,454,470	9
Consumer Cyclical	7.9%	$4,624,039	6
Communication Services	6.3%	$3,706,717	7
Industrials	3.2%	$1,859,769	5
Utilities	2.8%	$1,626,459	3
Energy	2.0%	$1,171,484	3
Healthcare	1.9%	$1,109,572	2
Consumer Defensive	0.5%	$308,893	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+3,032	5,512	$529,978
APH	Amphenol Corp /De/	+1,583	3,985	$503,504
AAPL	Apple Inc.	+1,043	32,333	$8,205,792
AON	Aon plc	+447	1,295	$418,000
NEE	Nextera Energy Inc	+119	8,314	$772,204
NDAQ	Nasdaq, Inc.	+44	4,720	$400,680
BLK	BlackRock, Inc.	+5	481	$462,582
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−112,088	45,493	$4,216,746
SPY	Spdr S&P 500 ETF Trust	−23,324	21,873	$14,224,886
NVDA	Nvidia Corp	−9,932	15,834	$2,761,449
BRK-B	Berkshire Hathaway Inc	−3,175	7,071	$3,388,423
AMZN	Amazon Com Inc	−1,858	14,701	$3,061,777
GOOGL	Alphabet Inc.	−1,248	3,216	$924,792
MSFT	Microsoft Corp	−1,126	7,297	$2,701,130
QQQ	Invesco Qqq Trust, Series 1	−1,113	4,047	$2,335,847
FE	Firstenergy Corp	−601	11,309	$572,913
HD	Home Depot, Inc.	−515	784	$257,849
V	Visa Inc.	−483	1,790	$541,009
TSLA	Tesla, Inc.	−417	1,116	$414,873
MA	Mastercard Inc	−385	543	$271,315
JPM	Jpmorgan Chase & Co	−345	3,992	$1,174,286
META	Meta Platforms, Inc.	−274	685	$391,909
IBM	International Business Machines Corp	−221	1,925	$466,600
TMO	Thermo Fisher Scientific Inc.	−200	708	$348,003
TMUS	T-Mobile US, Inc.	−197	1,780	$373,853
COST	Costco Wholesale Corp /New	−175	310	$308,893
IBIT	iShares Bitcoin Trust ETF	−164	14,875	$571,497
DIA	Spdr Dow Jones Industrial Average ETF Trust	−148	1,106	$512,288
PAM	Pampa Energy Inc.	−147	4,071	$360,283
WCN	Waste Connections, Inc.	−75	2,948	$478,873
LLY	ELI LILLY & Co	−71	828	$761,569
LNG	Cheniere Energy, Inc.	−58	1,725	$489,486
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
T	At&T Inc.	20,204	$585,713
GEV	GE Vernova Inc.	370	$322,973
SIRI	Sirius Xm Holdings Inc.	13,111	$302,601
GE	General Electric Co	980	$278,094
ORCL	Oracle Corp	1,677	$246,703
MAR	Marriott International Inc /Md/	737	$241,050
GPRK	GeoPark Ltd	25,185	$239,257
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VRSK	Verisk Analytics, Inc.	1,539	$344,258
KD	Kyndryl Holdings, Inc.	10,648	$282,810
CTAS	Cintas Corp	1,440	$270,820
APP	AppLovin Corp	372	$250,661
TT	Trane Technologies plc	640	$249,088
QCOM	Qualcomm Inc/De	1,390	$237,759
PWR	Quanta Services, Inc.	541	$228,334
WMT	Walmart Inc.	2,008	$223,711
HON	Honeywell International Inc	1,052	$215,243
USCB	Uscb Financial Holdings, Inc.	11,671	$214,979
AMD	Advanced Micro Devices Inc	953	$204,094
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $58,607,845 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	21,873	-23,324	$14,224,886	−53.8%	24.27%
AAPL	Apple Inc. Technology	Added	32,333	+1,043	$8,205,792	−3.5%	14.00%
GLDM	World Gold Trust	Reduced	45,493	-112,088	$4,216,746	−68.7%	7.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,071	-3,175	$3,388,423	−34.2%	5.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,701	-1,858	$3,061,777	−19.9%	5.22%
NVDA	Nvidia Corp Technology	Reduced	15,834	-9,932	$2,761,449	−42.5%	4.71%
MSFT	Microsoft Corp Technology	Reduced	7,297	-1,126	$2,701,130	−33.7%	4.61%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,047	-1,113	$2,335,847	−26.3%	3.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,992	-345	$1,174,286	−16.0%	2.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,216	-1,248	$924,792	−33.8%	1.58%
NEE	Nextera Energy Inc Utilities	Added	8,314	+119	$772,204	+17.4%	1.32%
LLY	ELI LILLY & Co Healthcare	Reduced	828	-71	$761,569	−21.2%	1.30%
TIGO	Millicom International Cellular SA Communication Services	Held	7,978	0	$597,871	+35.2%	1.02%
T	At&T Inc. Communication Services	NEW	20,204	NEW	$585,713	NEW	1.00%
FE	Firstenergy Corp Utilities	Reduced	11,309	-601	$572,913	+7.4%	0.98%
IBIT	iShares Bitcoin Trust ETF	Reduced	14,875	-164	$571,497	−23.5%	0.98%
V	Visa Inc. Financial Services	Reduced	1,790	-483	$541,009	−32.1%	0.92%
NFLX	Netflix Inc Communication Services	Added	5,512	+3,032	$529,978	+127.9%	0.90%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,106	-148	$512,288	−15.0%	0.87%
APH	Amphenol Corp /De/ Technology	Added	3,985	+1,583	$503,504	+55.1%	0.86%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,725	-58	$489,486	+41.2%	0.84%
WCN	Waste Connections, Inc. Industrials	Reduced	2,948	-75	$478,873	−9.7%	0.82%
IBM	International Business Machines Corp Technology	Reduced	1,925	-221	$466,600	−26.6%	0.80%
BLK	BlackRock, Inc. Financial Services	Added	481	+5	$462,582	−9.2%	0.79%
YPF	Ypf Sociedad Anonima Energy	Held	9,579	0	$442,741	+27.8%	0.76%
SCI	Service Corp International Consumer Cyclical	Reduced	5,303	-11	$437,550	+5.6%	0.75%
NU	Nu Holdings Ltd. Financial Services	Held	30,210	0	$434,117	−14.2%	0.74%
ETN	Eaton Corp plc Industrials	Held	1,173	0	$419,546	+12.3%	0.72%
AON	Aon plc Financial Services	Added	1,295	+447	$418,000	+39.7%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,116	-417	$414,873	−39.8%	0.71%
NDAQ	Nasdaq, Inc. Financial Services	Added	4,720	+44	$400,680	−11.8%	0.68%
META	Meta Platforms, Inc. Communication Services	Reduced	685	-274	$391,909	−38.1%	0.67%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	1,780	-197	$373,853	−6.9%	0.64%
BX	Blackstone Inc. Financial Services	Held	3,166	0	$364,058	−25.4%	0.62%
PAM	Pampa Energy Inc. Industrials	Reduced	4,071	-147	$360,283	−3.5%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	708	-200	$348,003	−33.9%	0.59%
GEV	GE Vernova Inc. Industrials	NEW	370	NEW	$322,973	NEW	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	310	-175	$308,893	−26.1%	0.53%
SIRI	Sirius Xm Holdings Inc. Communication Services	NEW	13,111	NEW	$302,601	NEW	0.52%
BIPC	Brookfield Infrastructure Corp Utilities	Held	7,119	0	$281,342	−13.0%	0.48%
GE	General Electric Co Industrials	NEW	980	NEW	$278,094	NEW	0.47%
MA	Mastercard Inc Financial Services	Reduced	543	-385	$271,315	−48.8%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	784	-515	$257,849	−42.3%	0.44%
ORCL	Oracle Corp Technology	NEW	1,677	NEW	$246,703	NEW	0.42%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	737	NEW	$241,050	NEW	0.41%
GPRK	GeoPark Ltd Energy	NEW	25,185	NEW	$239,257	NEW	0.41%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	122	-50	$210,940	−39.1%	0.36%