LWM Advisory Services, LLC
Top Portfolio Positions
47 positions ·
$58,607,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
21,873 | $14,224,886 | 24.27% | |
| AAPL |
Apple Inc.
Technology
|
32,333 | $8,205,792 | 14.00% | |
| GLDM |
World Gold Trust
|
45,493 | $4,216,746 | 7.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,071 | $3,388,423 | 5.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,701 | $3,061,777 | 5.22% | |
| NVDA |
Nvidia Corp
Technology
|
15,834 | $2,761,449 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
7,297 | $2,701,130 | 4.61% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,047 | $2,335,847 | 3.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,992 | $1,174,286 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,216 | $924,792 | 1.58% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GPRK
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,257 | 25,185 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||