13F Filings History of LWM Advisory Services, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$170,666,995
Signature - Title
T. Gregory Reymann II - CCO
Location
Plantation, FL
Summary
This page shows a list of all the recent 13F filings made by LWM Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LWM Advisory Services, LLC reported 83 stock holdings with total value $170,666,995 as of Q4 2025. Top holdings included SPY, GLDM, JFLX, EELV, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $170,666,995 +$9,045,229 -$12,824,958 -$3,779,729 SPY, GLDM, JFLX, EELV, AAPL 13F-HR 12 Feb 2026, 13:08
Q3 2025 93 $171,565,308 +$38,986,867 -$21,760,706 +$17,226,161 SPY, JFLX, GLDM, EELV, AAPL 13F-HR 25 Nov 2025, 12:56
Q2 2025 90 $145,000,385 +$11,967,353 -$21,124,072 -$9,156,719 GLDM, SPY, EELV, RSP, JMUB 13F-HR 14 Aug 2025, 13:17
Q1 2025 96 $143,991,878 +$19,013,939 -$15,431,852 +$3,582,087 SPY, GLDM, EELV, RSP, COWZ 13F-HR 13 May 2025, 12:53
Q4 2024 95 $143,824,937 +$14,230,608 -$6,409,057 +$7,821,551 SPY, COWZ, AAPL, EELV, PAVE 13F-HR 03 Feb 2025, 18:59
Q3 2024 93 $135,011,516 +$24,887,569 -$15,246,798 +$9,640,771 SPY, EELV, COWZ, AAPL, PAVE 13F-HR 13 Nov 2024, 13:12
Q2 2024 80 $117,022,877 +$6,830,268 -$10,902,528 -$4,072,260 SPY, OMFL, EELV, COWZ, PAVE 13F-HR 08 Aug 2024, 13:35
Q1 2024 89 $115,689,595 +$19,704,280 -$23,761,078 -$4,056,798 OMFL, SPY, COWZ, PAVE, JMUB 13F-HR 09 May 2024, 11:15
Q4 2023 80 $113,746,904 +$22,291,617 -$10,445,365 +$11,846,252 OMFL, SPY, EELV, AAPL, JMUB 13F-HR 05 Feb 2024, 14:32
Q3 2023 146 $93,262,451 +$11,117,331 -$8,752,327 +$2,365,004 OMFL, EELV, JMUB, AAPL, SPY 13F-HR 02 Nov 2023, 16:48
Q2 2023 77 $94,659,812 +$8,052,356 -$12,386,357 -$4,334,001 OMFL, EELV, JMUB, AAPL, SPY 13F-HR 07 Aug 2023, 16:46
Q1 2023 78 $93,641,307 +$21,388,699 -$21,605,856 -$217,157 OMFL, EELV, JMUB, AAPL, DGRW 13F-HR 02 May 2023, 19:53
Q4 2022 80 $90,473,827 +$33,676,628 -$35,067,301 -$1,390,673 EELV, JMUB, RLY, DGRW, FDL 13F-HR 07 Feb 2023, 09:29
Q3 2022 116 $88,319,000 +$14,743,742 -$3,882,436 +$10,861,306 AAPL, EELV, SPY, MSFT, AMZN 13F-HR 16 Nov 2022, 09:53
Q2 2022 106 $83,448,000 +$27,407,663 -$9,376,474 +$18,031,189 AAPL, EELV, SPY, MSFT, AMZN 13F-HR 15 Aug 2022, 09:52
Q1 2022 110 $80,509,000 +$10,398,673 -$6,851,826 +$3,546,847 AAPL, SPY, MSFT, AMZN, BRKB 13F-HR 09 May 2022, 17:23
Q4 2021 106 $80,634,000 $0 $0 $0 AAPL, SPY, MSFT, AMZN, GOOG 13F-HR 18 Feb 2022, 15:58