LWM Advisory Services, LLC

CIK

1697716

Location

PLANTATION, FL

Portfolio Value

Micro $58,607,845

Diversification

Diversified

Filing Date

Global Rank

#6,269 / 8,232 ▼ 500

Top Industry

Consumer Electronics 22.3%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.5%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. 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
USCB	Uscb Financial Holdings, Inc.	11,671	$214,979
HON	Honeywell International Inc	1,052	$205,234
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%