LWM Advisory Services, LLC
LWM Advisory Services, LLC reported 80 holdings worth US$56M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
LWM Advisory Services, LLC reported 80 holdings worth US$56M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$56M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 15,499 | US$4.48M | 8.0% |
| Berkshire Hathaway Inc. | 4,552 | US$2.28M | 4.1% |
| Alphabet Inc (google) Class C | 6,144 | US$2.2M | 3.9% |
| Nvidia Corporation | 9,235 | US$1.85M | 3.3% |
| Microsoft Corp. | 4,619 | US$1.72M | 3.1% |
| Amazon.com, Inc. | 5,506 | US$1.31M | 2.3% |
| Eli Lilly And Company | 901 | US$1.08M | 1.9% |
| Jp Morgan Chase & Co. | 3,119 | US$1.02M | 1.8% |
| Amphenol Corporation | 4,054 | US$715K | 1.3% |
| Nextera Energy, Inc. | 7,795 | US$684K | 1.2% |
| Firstenergy Corp. | 11,309 | US$538K | 0.96% |
| Waste Connections, Inc. | 2,948 | US$491K | 0.88% |
| Visa Inc. | 1,358 | US$466K | 0.83% |
| Blackrock, Inc. | 481 | US$463K | 0.83% |
| Ge Vernova Inc. | 377 | US$443K | 0.79% |
| International Business Machines Corporation | 1,482 | US$417K | 0.74% |
| Nu Holdings Ltd. | 30,210 | US$404K | 0.72% |
| Service Corporation International | 5,303 | US$403K | 0.72% |
| At&t Inc. | 19,116 | US$396K | 0.71% |
| Ge Aerospace | 1,058 | US$395K | 0.71% |
| Nasdaq, Inc. | 4,720 | US$372K | 0.66% |
| Netflix, Inc. | 4,830 | US$345K | 0.62% |
| Advanced Micro Devices Inc | 574 | US$333K | 0.60% |
| Blackstone Inc. | 2,816 | US$331K | 0.59% |
| Oracle Corporation | 2,205 | US$323K | 0.58% |
| Meta Platforms, Inc. | 561 | US$316K | 0.56% |
| T-mobile Us, Inc. | 1,780 | US$299K | 0.53% |
| Dell Technologies Inc. | 685 | US$296K | 0.53% |
| Thermo Fisher Scientific Inc | 579 | US$290K | 0.52% |
| Macom Technology Solutions Holdings, Inc. | 732 | US$278K | 0.50% |
| Brookfield Infrastructure Corporation Class A | 7,119 | US$274K | 0.49% |
| Cheniere Energy, Inc. | 1,139 | US$272K | 0.49% |
| Walmart Inc. | 2,168 | US$246K | 0.44% |
| Geopark Ltd | 25,185 | US$229K | 0.41% |
| Morgan Stanley | 1,093 | US$228K | 0.41% |
| Johnson & Johnson | 891 | US$226K | 0.40% |
| Mastercard Incorporated | 426 | US$219K | 0.39% |
| Tesla, Inc. | 513 | US$216K | 0.39% |
| Costco Wholesale Corporation | 227 | US$212K | 0.38% |
| Merck & Company, Inc. | 1,648 | US$212K | 0.38% |
| Mercadolibre, Inc. | 122 | US$207K | 0.37% |
Source
View original at SEC
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