Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$56.02M
Total Bought
$12.72M
Total Sold
$50.20M
Net Transaction
-$37.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIDELITY MERRIMACK STR TR030,029+30,02901,3662.44%+1,366
ISHARES TR010,441+10,44101,0511.88%+1,051
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
021,989+21,98901,0321.84%+1,032
SPDR SERIES TRUST
ST STR P500ETF
010,052+10,05208831.58%+883
ISHARES TR
U S EQUITY FACTR
09,595+9,59507261.30%+726
AMERICAN CENTY ETF TR07,987+7,98707121.27%+712
PUTNAM ETF TRUST012,854+12,85406551.17%+655
AMERICAN CENTY ETF TR05,697+5,69705500.98%+550
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
011,528+11,52805270.94%+527
PIMCO ETF TR
MULTISECTOR BD
018,235+18,23504840.86%+484
GMO ETF TRUST
US QUALITY ETF
011,244+11,24404680.84%+468
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
05,680+5,68003350.60%+335
ADVANCED MICRO DEVICES INC(AMD)0574+57403330.60%+333
ISHARES TR
MSCI INTL QUALTY
06,486+6,48603210.57%+321
ELI LILLY & CO(LLY)828901+737621,0811.93%+319
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
08,999+8,99903150.56%+315
DELL TECHNOLOGIES INC(DELL)0685+68502960.53%+296
MACOM TECH SOLUTIONS HLDGS I(MTSI)0732+73202780.50%+278
WALMART INC(WMT)02,168+2,16802460.44%+246
ISHARES TR02,589+2,58902450.44%+245
MORGAN STANLEY(MS)01,093+1,09302280.41%+228
JOHNSON & JOHNSON(JNJ)0891+89102260.40%+226
MERCK & CO INC(MRK)01,648+1,64802120.38%+212
AMPHENOL CORP3,9854,054+695047151.28%+211
VANGUARD WORLD FD02,302+2,30202020.36%+202
MILLICOM INTL CELLULAR S A
COM STK
7,9787,97805987241.29%+126
GE VERNOVA INC(GEV)370377+73234430.79%+120
GE AEROSPACE(GE)9801,058+782783950.71%+117
AON PLC(AON)1,2951,545+2504185120.91%+94
EATON CORP PLC(ETN)1,1731,184+114205050.90%+85
ORACLE CORP(ORCL)1,6772,205+5282473230.58%+76
VANGUARD INDEX FDS48948902923360.60%+44
WASTE CONNECTIONS INC(WCN)2,9482,94804784910.88%+14
BLACKROCK INC(BLK)48148104634630.83%-0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,5155,51503133110.56%-1
MERCADOLIBRE INC(MELI)12212202112070.37%-4
BROOKFIELD INFRASTRUCTURE CO(BIPC)7,1197,11902802740.49%-6
YPF SOCIEDAD ANONIMA(YPF)9,5799,57904434360.78%-7
GEOPARK LTD25,18525,18502392290.41%-10
ISHARES TR8,8028,503-2993753520.63%-22
PAMPA ENERGIA SA(PAM)4,0714,07103603340.60%-26
NASDAQ INC(NDAQ)4,7204,72004013720.66%-29
NU HLDGS LTD(NU)30,21030,21004344040.72%-31
BLACKSTONE INC(BX)3,1662,816-3503643310.59%-33
SERVICE CORP INTL(SCI)5,3035,30304384030.72%-35
FIRSTENERGY CORP(FE)11,30911,30905735380.96%-35
FIRST TR EXCHANGE-TRADED FD
SHS
12,85911,811-1,0486055691.02%-36
WISDOMTREE TR(WT)20,19220,000-1921,2701,2222.18%-48
INTERNATIONAL BUSINESS MACHS(IBM)1,9251,482-4434674170.74%-50
MASTERCARD INCORPORATED(MA)543426-1172762190.39%-57
THERMO FISHER SCIENTIFIC INC(TMO)708579-1293522900.52%-62
T-MOBILE US INC(TMUS)1,7801,78003742990.53%-75
META PLATFORMS INC(META)685561-1243923160.56%-76
ISHARES BITCOIN TRUST ETF(IBIT)14,87514,87505714950.88%-76
VISA INC(V)1,7901,358-4325454660.83%-79
NEXTERA ENERGY INC(NEE)8,3147,795-5197726841.22%-88
COSTCO WHOLESALE CORPORATION(COST)310227-833092120.38%-97
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
10,2957,091-3,2045404270.76%-113
JPMORGAN CHASE & CO(JPM)3,9923,119-8731,1811,0211.82%-160
NETFLIX INC.(NFLX)5,5124,830-6825303450.62%-185
AT&T INC(T)20,20419,116-1,0885863960.71%-190
TESLA INC(TSLA)1,116513-6034152160.39%-199
ISHARES TR2,8291,977-8521,0498431.50%-206
CHENIERE ENERGY INC(LNG)1,7251,139-5864892720.49%-217
ISHARES TR6590-6592350-235
ISHARES TR7530-7532400-240
MARRIOTT INTL INC NEW(MAR)7370-7372410-241
ISHARES TR
US SML CAP EQT
6,5982,846-3,7524982540.45%-244
HOME DEPOT INC(HD)7840-7842620-262
ISHARES TR7,4344,778-2,6568215270.94%-293
SIRIUSXM HOLDINGS INC(SIRI)13,1110-13,1113030-303
ALPHABET INC(GOOG)3,2161,732-1,4849566191.10%-337
GLOBAL X FDS
US INFR DEV ETF
7,2490-7,2493680-368
SPDR SERIES TRUST
ST STR P500GRW
4,1460-4,1464060-406
ISHARES TR1,9830-1,9834240-424
TATE STR SPDR DOW JONES IND(DIA)1,1060-1,1065120-512
ISHARES TR4,7230-4,7235710-571
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
10,4744,726-5,7481,2005871.05%-612
ALPHABET INC(GOOG)7,6694,462-3,2072,2081,5772.81%-631
ISHARES TR
YLD OPTIM BD
28,2680-28,2686370-637
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
12,6470-12,6476900-690
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,9800-2,9807080-708
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,4680-5,4687270-727
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
6,4440-6,4447400-740
INVESCO EXCH TRADED FD TR II7,4960-7,4968400-840
SPDR INDEX SHS FDS
ST STR PO EX ETF
19,2080-19,2088770-877
NVIDIA CORPORATION(NVDA)15,8349,235-6,5992,7921,8483.30%-944
MICROSOFT CORP(MSFT)7,2974,619-2,6782,7201,7233.08%-997
INVESCO QQQ TR4,0471,727-2,3202,3361,2722.27%-1,064
BERKSHIRE HATHAWAY INC DEL7,0714,552-2,5193,3872,2784.07%-1,110
ISHARES TR11,5950-11,5951,1670-1,167
AMAZON COM INC(AMZN)14,7015,506-9,1953,0621,3122.34%-1,749
INVESCO EXCH TRADED FD TR II125,65828,511-97,1473,5287931.41%-2,736
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
85,35311,516-73,8374,2675831.04%-3,683
APPLE INC(AAPL)32,33315,499-16,8348,2194,4858.01%-3,734
WORLD GOLD TR(GLDM)45,4935,166-40,3274,2174100.73%-3,806
J P MORGAN EXCHANGE TRADED F
FLEXI DEBT ETF
79,1110-79,1113,9300-3,930
WISDOMTREE TR(WT)107,46924,153-83,3165,4101,2162.17%-4,194
STATE STR SPDR S&P 500 ETF T(SPY)21,8737,977-13,89614,2255,95710.63%-8,268
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