LWM Advisory Services, LLC

CIK

1697716

Location

PLANTATION, FL

Portfolio Value

Micro $308,893

Diversification

Diversified

Filing Date

Global Rank

#6,618 / 8,588 ▼ 618

Top Industry

Consumer Electronics 22.3%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 29, 2026 · 49d

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

+66.7%

SPY

+78.1%

Annualised alpha

-2.6%

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

1 positions · $308,893 total · Consumer Defensive only · 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	History
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	310	-175	$308,893	−26.1%	100.00%