LWM Advisory Services, LLC - Portfolio overview
LWM Advisory Services, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-29.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SPY - TATE STR SPDR S&P 500 ETF T, 12.17%
- RSP - INVESCO EXCHANGE TRADED FD T, 7.69%
- AAPL - APPLE INC, 7.03%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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