LWM Advisory Services, LLC

PLANTATION, FL · CIK 1697716 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPlantation, FL

$56.0m reported value -40.2% vs Q1 2026

80positions

41.1%in top 10

22 new 7 added 35 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,977	$6.0m10.63%	10.63%	Reduced -13.9k	-13,896 -63.5%
2	APPLE INC COM AAPL	AAPL	15,499	$4.5m8.01%	8.01%	Reduced -16.8k	-16,834 -52.1%
3	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,552	$2.3m4.07%	4.07%	Reduced -2.5k	-2,519 -35.6%
4	NVIDIA CORPORATION COM NVDA	NVDA	9,235	$1.8m3.30%	3.30%	Reduced -6.6k	-6,599 -41.7%
5	MICROSOFT CORP COM MSFT	MSFT	4,619	$1.7m3.08%	3.08%	Reduced -2.7k	-2,678 -36.7%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	4,462	$1.6m2.81%	2.81%	Reduced -3.2k	-3,207 -41.8%
7	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	30,029	$1.4m2.44%	2.44%	New
8	AMAZON COM INC COM AMZN	AMZN	5,506	$1.3m2.34%	2.34%	Reduced -9.2k	-9,195 -62.5%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,727	$1.3m2.27%	2.27%	Reduced -2.3k	-2,320 -57.3%
10	WISDOMTREE TR EFFICIENT GLD PL GDE	GDE	20,000	$1.2m2.18%	2.18%	Reduced -192	-192 -0.9%
11	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	24,153	$1.2m2.17%	2.17%	Reduced -83.3k	-83,316 -77.5%
12	ELI LILLY & CO COM LLY	LLY	901	$1.1m1.93%	1.93%	Added +73	+73 8.8%
13	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	10,441	$1.1m1.88%	1.88%	Reduced -1.2k	-1,154 -9.9%
14	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	21,989	$1.0m1.84%	1.84%	New
15	JPMORGAN CHASE & CO COM JPM	JPM	3,119	$1.0m1.82%	1.82%	Reduced -873	-873 -21.9%
16	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	10,052	$883.4k1.58%	1.58%	New
17	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,977	$843.0k1.50%	1.50%	Reduced -852	-852 -30.1%
18	INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS EELV	EELV	28,511	$792.6k1.41%	1.41%	Reduced -97.1k	-97,147 -77.3%
19	ISHARES TR U S EQUITY FACTR LRGF	LRGF	9,595	$725.7k1.30%	1.30%	New
20	MILLICOM INTL CELLULAR S A COM STK TIGO	TIGO	7,978	$724.1k1.29%	1.29%	Unchanged
21	AMPHENOL CORP CL A APH	APH	4,054	$714.8k1.28%	1.28%	Added +69	+69 1.7%
22	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	7,987	$712.4k1.27%	1.27%	New
23	NEXTERA ENERGY INC COM NEE	NEE	7,795	$684.2k1.22%	1.22%	Reduced -519	-519 -6.2%
24	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	12,854	$654.9k1.17%	1.17%	New
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,732	$619.0k1.10%	1.10%	Reduced -1.5k	-1,484 -46.1%
26	J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN JPME	JPME	4,726	$587.1k1.05%	1.05%	Reduced -5.7k	-5,748 -54.9%
27	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	11,516	$583.3k1.04%	1.04%	Reduced -73.8k	-73,837 -86.5%
28	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	11,811	$569.1k1.02%	1.02%	Reduced -1.0k	-1,048 -8.2%
29	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	5,697	$549.7k0.98%	0.98%	New
30	FIRSTENERGY CORP COM FE	FE	11,309	$537.6k0.96%	0.96%	Unchanged
31	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	11,528	$527.4k0.94%	0.94%	New
32	ISHARES TR SHORT TREAS BD SHV	SHV	4,778	$527.3k0.94%	0.94%	Reduced -2.7k	-2,656 -35.7%
33	AON PLC SHS CL A AON	AON	1,545	$512.5k0.91%	0.91%	Added +250	+250 19.3%
34	EATON CORP PLC SHS ETN	ETN	1,184	$504.5k0.90%	0.90%	Added +11	+11 0.9%
35	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	14,875	$495.2k0.88%	0.88%	Unchanged
36	WASTE CONNECTIONS INC COM WCN	WCN	2,948	$491.2k0.88%	0.88%	Unchanged
37	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	18,235	$483.6k0.86%	0.86%	New
38	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	11,244	$468.0k0.84%	0.84%	New
39	VISA INC COM CL A V	V	1,358	$465.9k0.83%	0.83%	Reduced -432	-432 -24.1%
40	BLACKROCK INC COM BLK	BLK	481	$462.5k0.83%	0.83%	Unchanged
41	GE VERNOVA INC COM GEV	GEV	377	$442.9k0.79%	0.79%	Added +7	+7 1.9%
42	YPF SOCIEDAD ANONIMA SPON ADR CL D YPF	YPF	9,579	$435.6k0.78%	0.78%	Unchanged
43	J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE	JPSE	7,091	$426.7k0.76%	0.76%	Reduced -3.2k	-3,204 -31.1%
44	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,482	$416.8k0.74%	0.74%	Reduced -443	-443 -23.0%
45	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,166	$410.3k0.73%	0.73%	Reduced -40.3k	-40,327 -88.6%
46	NU HLDGS LTD ORD SHS CL A NU	NU	30,210	$403.6k0.72%	0.72%	Unchanged
47	SERVICE CORP INTL COM SCI	SCI	5,303	$402.8k0.72%	0.72%	Unchanged
48	AT&T INC COM T	T	19,116	$395.7k0.71%	0.71%	Reduced -1.1k	-1,088 -5.4%
49	GE AEROSPACE COM NEW GE	GE	1,058	$395.4k0.71%	0.71%	Added +78	+78 8.0%
50	NASDAQ INC COM NDAQ	NDAQ	4,720	$372.0k0.66%	0.66%	Unchanged
51	ISHARES TR INTL SEL DIV ETF IDV	IDV	8,503	$352.3k0.63%	0.63%	Reduced -299	-299 -3.4%
52	NETFLIX INC COM NFLX	NFLX	4,830	$344.9k0.62%	0.62%	Reduced -682	-682 -12.4%
53	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	489	$335.9k0.60%	0.60%	Unchanged
54	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	5,680	$335.0k0.60%	0.60%	New
55	PAMPA ENERGIA S A SPONS ADR LVL I PAM	PAM	4,071	$334.4k0.60%	0.60%	Unchanged
56	ADVANCED MICRO DEVICES INC COM AMD	AMD	574	$333.4k0.60%	0.60%	New
57	BLACKSTONE INC COM BX	BX	2,816	$331.4k0.59%	0.59%	Reduced -350	-350 -11.1%
58	ORACLE CORP COM ORCL	ORCL	2,205	$323.1k0.58%	0.58%	Added +528	+528 31.5%
59	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	6,486	$321.4k0.57%	0.57%	New
60	META PLATFORMS INC CL A META	META	561	$316.0k0.56%	0.56%	Reduced -124	-124 -18.1%
61	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	8,999	$315.2k0.56%	0.56%	New
62	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	5,515	$311.5k0.56%	0.56%	Unchanged
63	T-MOBILE US INC COM TMUS	TMUS	1,780	$298.6k0.53%	0.53%	Unchanged
64	DELL TECHNOLOGIES INC CL C DELL	DELL	685	$295.5k0.53%	0.53%	New
65	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	579	$290.3k0.52%	0.52%	Reduced -129	-129 -18.2%
66	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	732	$278.4k0.50%	0.50%	New
67	BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A BIPC	BIPC	7,119	$274.5k0.49%	0.49%	Unchanged
68	CHENIERE ENERGY INC COM NEW LNG	LNG	1,139	$272.2k0.49%	0.49%	Reduced -586	-586 -34.0%
69	ISHARES TR US SML CAP EQT SMLF	SMLF	2,846	$253.7k0.45%	0.45%	Reduced -3.8k	-3,752 -56.9%
70	WALMART INC COM WMT	WMT	2,168	$245.5k0.44%	0.44%	New
71	ISHARES TR MBS ETF MBB	MBB	2,589	$244.7k0.44%	0.44%	New
72	GEOPARK LTD USD SHS GPRK	GPRK	25,185	$229.2k0.41%	0.41%	Unchanged
73	MORGAN STANLEY COM NEW MS	MS	1,093	$228.5k0.41%	0.41%	New
74	JOHNSON & JOHNSON COM JNJ	JNJ	891	$226.3k0.40%	0.40%	New
75	MASTERCARD INCORPORATED CL A MA	MA	426	$218.8k0.39%	0.39%	Reduced -117	-117 -21.6%
76	TESLA INC COM TSLA	TSLA	513	$215.8k0.39%	0.39%	Reduced -603	-603 -54.0%
77	COSTCO WHSL CORP NEW COM COST	COST	227	$212.3k0.38%	0.38%	Reduced -83	-83 -26.8%
78	MERCK & CO INC COM MRK	MRK	1,648	$211.8k0.38%	0.38%	New
79	MERCADOLIBRE INC COM MELI	MELI	122	$207.1k0.37%	0.37%	Unchanged
80	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	2,302	$202.4k0.36%	0.36%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
J P MORGAN EXCHANGE TRADED F JFLX	JFLX	79,111	$3.9m79.1k shares
SPDR INDEX SHS FDS SPDW	SPDW	19,208	$876.9k19.2k shares
INVESCO EXCH TRADED FD TR II SPMO	SPMO	7,496	$840.4k7.5k shares
INVESCO EXCH TRADED FD TR II RWL	RWL	6,444	$740.5k6.4k shares
SELECT SECTOR SPDR TR XLK	XLK	5,468	$726.6k5.5k shares
INVESCO EXCH TRADED FD TR II QQQM	QQQM	2,980	$708.1k3.0k shares
INVESCO EXCHANGE TRADED FD T XLG	XLG	12,647	$689.9k12.6k shares
ISHARES TR BYLD	BYLD	28,268	$636.9k28.3k shares
ISHARES TR IOO	IOO	4,723	$571.4k4.7k shares
SPDR DOW JONES INDL AVERAGE DIA	DIA	1,106	$512.3k1.1k shares
ISHARES TR IWD	IWD	1,983	$423.8k2.0k shares
SPDR SERIES TRUST SPYG	SPYG	4,146	$406.0k4.1k shares
GLOBAL X FDS PAVE	PAVE	7,249	$368.3k7.2k shares
SIRIUSXM HOLDINGS INC SIRI	SIRI	13,111	$302.6k13.1k shares
HOME DEPOT INC HD	HD	784	$261.8k784 shares
MARRIOTT INTL INC NEW MAR	MAR	737	$241.3k737 shares
ISHARES TR OEF	OEF	753	$239.6k753 shares
ISHARES TR IWB	IWB	659	$235.0k659 shares