LWM Advisory Services, LLC
•CIK: 1697716•Filing: Q4 2025
**LWM Advisory Services, LLC** manages $171M across a diversified portfolio of 83 positions. The fund exhibits notable allocations to broad market exposure via SPY ($30.8M) and precious metals through GLDM ($13.5M). Significant tactical weights are maintained in thematic areas, highlighted by JFLX ($12.9M) and EELV ($10.4M). Top holdings also include core technology names like AAPL ($8.5M) and NVDA ($4.8M), suggesting a blend of market beta and targeted sector bets.
Total AUM
$170.7M
QoQ Performance
-0.5%
Positions
63
Top 10 Concentration
60.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
GLDM
JFLX
EELV
SPY18.1%
GLDM7.9%
JFLX7.6%
EELV6.1%
AAPL5.0%
JMUB4.7%
BRK/B3.0%
NVDA2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.1%
ETF18.3%
Technology13.5%
Financial5.1%
Consumer3.3%
Healthcare0.9%
Utilities0.4%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW10 new positions
↑31 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023