Holdings
LWM Advisory Services, LLC
As of Jun 30, 2026, LWM Advisory Services, LLC reported 41 positions worth US$27.5M. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,499 | US$4.48M | held for review | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,552 | US$2.28M | held for review | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,144 | US$2.2M | held for review | Jun 30, 2026 |
| Nvidia Corporation | 9,235 | US$1.85M | held for review | Jun 30, 2026 |
| Microsoft Corp. | 4,619 | US$1.72M | held for review | Jun 30, 2026 |
| Amazon.com, Inc. | 5,506 | US$1.31M | held for review | Jun 30, 2026 |
| Eli Lilly And Company | 901 | US$1.08M | held for review | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,119 | US$1.02M | held for review | Jun 30, 2026 |
| Amphenol Corporation | 4,054 | US$715K | held for review | Jun 30, 2026 |
| Nextera Energy, Inc. | 7,795 | US$684K | held for review | Jun 30, 2026 |