LWM Advisory Services, LLC — 13F holdings

LWM Advisory Services, LLC reported 80 holdings worth $56.0M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $5.96M (10.6%)
  2. AAPL APPLE INC — $4.48M (8.0%)
  3. BRK.B BERKSHIRE HATHAWAY INC DEL — $2.28M (4.1%)
  4. NVDA NVIDIA CORPORATION — $1.85M (3.3%)
  5. MSFT MICROSOFT CORP — $1.72M (3.1%)
  6. GOOG ALPHABET INC — $1.58M (2.8%)
  7. FBND FIDELITY MERRIMACK STR TR — $1.37M (2.4%)
  8. AMZN AMAZON COM INC — $1.31M (2.3%)
  9. QQQ INVESCO QQQ TR — $1.27M (2.3%)
  10. GDE WISDOMTREE TR — $1.22M (2.2%)