Notify me when LWM Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 93 | $172M | +$39M | -$21.8M | +$17.2M | SPY, JFLX, GLDM, EELV, AAPL | 13F-HR | 25 Nov 2025, 12:56 |
| Q2 2025 | 90 | $145M | +$12M | -$21.1M | -$9.16M | GLDM, SPY, EELV, RSP, JMUB | 13F-HR | 14 Aug 2025, 13:17 |
| Q1 2025 | 96 | $144M | +$19M | -$15.4M | +$3.58M | SPY, GLDM, EELV, RSP, COWZ | 13F-HR | 13 May 2025, 12:53 |
| Q4 2024 | 95 | $144M | +$14.2M | -$6.41M | +$7.82M | SPY, COWZ, AAPL, EELV, PAVE | 13F-HR | 03 Feb 2025, 18:59 |
| Q3 2024 | 93 | $135M | +$24.9M | -$15.2M | +$9.64M | SPY, EELV, COWZ, AAPL, PAVE | 13F-HR | 13 Nov 2024, 13:12 |
| Q2 2024 | 80 | $117M | +$6.83M | -$10.9M | -$4.07M | SPY, OMFL, EELV, COWZ, PAVE | 13F-HR | 08 Aug 2024, 13:35 |
| Q1 2024 | 89 | $116M | +$19.7M | -$23.8M | -$4.06M | OMFL, SPY, COWZ, PAVE, JMUB | 13F-HR | 09 May 2024, 11:15 |
| Q4 2023 | 80 | $114M | +$22.3M | -$10.4M | +$11.8M | OMFL, SPY, EELV, AAPL, JMUB | 13F-HR | 05 Feb 2024, 14:32 |
| Q3 2023 | 146 | $93.3M | +$11.1M | -$8.75M | +$2.37M | OMFL, EELV, JMUB, AAPL, SPY | 13F-HR | 02 Nov 2023, 16:48 |
| Q2 2023 | 77 | $94.7M | +$8.05M | -$12.4M | -$4.33M | OMFL, EELV, JMUB, AAPL, SPY | 13F-HR | 07 Aug 2023, 16:46 |
| Q1 2023 | 78 | $93.6M | +$21.4M | -$21.6M | -$217K | OMFL, EELV, JMUB, AAPL, DGRW | 13F-HR | 02 May 2023, 19:53 |
| Q4 2022 | 80 | $90.5M | +$33.7M | -$35.1M | -$1.39M | EELV, JMUB, RLY, DGRW, FDL | 13F-HR | 07 Feb 2023, 09:29 |
| Q3 2022 | 116 | $88.3M | +$14.7M | -$3.88M | +$10.9M | AAPL, EELV, SPY, MSFT, AMZN | 13F-HR | 16 Nov 2022, 09:53 |
| Q2 2022 | 106 | $83.4M | +$27.4M | -$9.38M | +$18M | AAPL, EELV, SPY, MSFT, AMZN | 13F-HR | 15 Aug 2022, 09:52 |
| Q1 2022 | 110 | $80.5M | +$10.4M | -$6.85M | +$3.55M | AAPL, SPY, MSFT, AMZN, BRKB | 13F-HR | 09 May 2022, 17:23 |
| Q4 2021 | 106 | $80.6M | $0 | $0 | AAPL, SPY, MSFT, AMZN, GOOG | 13F-HR | 18 Feb 2022, 15:58 |