Institutional Fund
Lwm Advisory Services, LLC
Plantation, FLCIK 16977165 filings on record
Portfolio Value
$93.66M
Q1 2026
Holdings
76
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-45.1%
from $170.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr15.2%
- Apple Inc8.8%
- Wisdomtree Tr5.8%
- J P Morgan Exchange Traded F4.6%
- World Gold Tr4.5%
- J P Morgan Exchange Traded F4.2%
- Other57.0%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 21.9K | $14.23M | 15.2% | −23.3K | Reduced |
| 2 | Apple Inc | 32.3K | $8.22M | 8.8% | +1.0K | Added |
| 3 | Wisdomtree Tr | 107.5K | $5.41M | 5.8% | +15.0K | Added |
| 4 | J P Morgan Exchange Traded F | 85.4K | $4.27M | 4.6% | −73.4K | Reduced |
| 5 | World Gold Tr | 45.5K | $4.22M | 4.5% | −112.1K | Reduced |
| 6 | J P Morgan Exchange Traded F | 79.1K | $3.93M | 4.2% | −178.4K | Reduced |
| 7 | Invesco Exch Traded Fd Tr II | 125.7K | $3.53M | 3.8% | −252.2K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 7.1K | $3.39M | 3.6% | −3.2K | Reduced |
| 9 | Amazon Com Inc | 14.7K | $3.06M | 3.3% | −1.9K | Reduced |
| 10 | Nvidia Corporation | 15.8K | $2.79M | 3.0% | −9.9K | Reduced |
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