StockDriftsStockDriftsTop 50 LWM Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.63% | 8.0K | $6.0M | -63.53%(-13.90K) | $577.49(+33.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.01% | 15.5K | $4.5M | -52.06%(-16.83K) | $180.58(+69.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.07% | 4.6K | $2.3M | -35.62%(-2.52K) | $332.19(+57.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.3% | 9.2K | $1.8M | -41.68%(-6.60K) | $69.16(+218.77%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.08% | 4.6K | $1.7M | -36.70%(-2.68K) | $350.74(+43.34%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.81% | 4.5K | $1.6M | -41.82%(-3.21K) | $139.55(+151.15%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.44% | 30.0K | $1.4M | new | $45.49(-1.23%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.34% | 5.5K | $1.3M | -62.55%(-9.20K) | $162.77(+68.91%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.27% | 1.7K | $1.3M | -57.33%(-2.32K) | $416.56(+73.04%) | 2026-06-30 | |
| GDE | WISDOMTREE TR | 2.18% | 20.0K | $1.2M | -0.95%(-192) | $52.28(+29.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.32% | — | — | +16.69% |
| Top 20 Holdings Unweighted | +13.77% | +47.25% | — | — | +21.45% |
LWM Advisory Services, LLC reports $56.02M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.6%), AAPL (8.0%) and BRK.B (4.1%). The top 20 holdings account for 57.85% of reported assets. Its disclosed equity book has returned +46.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LWM Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697716). View LWM Advisory Services, LLC’s 13F filings on SEC