LWM Advisory Services
LWM Advisory Services reported 80 stocks worth $56M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are SPY (10.6%), AAPL (8.0%) and BRK.B (4.1%). Compared with Q1 2026, the fund opened new positions in FBND, JCPB and SPYM, added to LLY, APH and AON, trimmed SPY, AAPL and BRK.B and sold out of JFLX, SPDW and SPMO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $6M | 10.6% | 7,977 | −14K (−64%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $4.5M | 8.0% | 15K | −17K (−52%) | 8 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $2.3M | 4.1% | 4,552 | −2,519 (−36%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $1.8M | 3.3% | 9,235 | −6,599 (−42%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $1.7M | 3.1% | 4,619 | −2,678 (−37%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $1.6M | 2.8% | 4,462 | −3,207 (−42%) | 8 of 8 | |
| 7 |  FBND Fidelity Total Bond ETF | $1.4M | 2.4% | 30K | New position | 1 of 8 | |
| 8 |  AMZN Amazon Com Inc | $1.3M | 2.3% | 5,506 | −9,195 (−63%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $1.3M | 2.3% | 1,727 | −2,320 (−57%) | 8 of 8 | |
| 10 |  GDE Wisdomtree TR | $1.2M | 2.2% | 20K | −192 (−1%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JFLX J P Morgan Exchange Traded F | $3.9M | 79K |
 SPDW Spdr Developed | $877K | 19K |
 SPMO Invesco S&P | $840K | 7,496 |
 RWL Invesco Exch Traded FD TR II | $740K | 6,444 |
 XLK Select Sector Spdr TR | $727K | 5,468 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LWM Advisory Services 13F FAQ
What does LWM Advisory Services own?
LWM Advisory Services reported 80 stocks worth $56M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are SPY (10.6%), AAPL (8.0%) and BRK.B (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did LWM Advisory Services buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 7 added to, 35 trimmed and 18 sold out. New positions include FBND, JCPB and SPYM. It sold all of JFLX, SPDW and SPMO.
When will LWM Advisory Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LWM Advisory Services's portfolio worth?
The Q2 2026 filing reports $56M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.