LWM Advisory Services, LLC Q3 2025 Filing
Filed November 25, 2025
Portfolio Value
$171.6B
Holdings
93
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 44,363 | $29.6B | 17.23% | |
| 2 | JFLXJ P MORGAN EXCHANGE TRADED F | 252,509 | $12.7B | 7.39% | |
| 3 | GLDMWORLD GOLD TR | 161,495 | $12.3B | 7.20% | |
| 4 | EELVINVESCO EXCH TRADED FD TR II | 369,913 | $9.8B | 5.74% | |
| 5 | AAPLAPPLE INC | 30,022 | $7.6B | 4.46% | |
| 6 | JMUBJ P MORGAN EXCHANGE TRADED F | 130,877 | $6.6B | 3.85% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,216 | $5.1B | 2.99% | |
| 8 | USFRWISDOMTREE TR | 102,053 | $5.1B | 2.99% | |
| 9 | NVDANVIDIA CORPORATION | 26,296 | $4.9B | 2.86% | |
| 10 | MSFTMICROSOFT CORP | 9,103 | $4.7B | 2.76% | |
| 11 | KLMNINVESCO EXCH TRADED FD TR II | 37,333 | $4.5B | 2.63% | |
| 12 | AMZNAMAZON COM INC | 16,309 | $3.6B | 2.09% | |
| 13 | NDQINVESCO QQQ TR | 5,074 | $3.0B | 1.78% | |
| 14 | BYLDISHARES TR | 128,284 | $2.9B | 1.71% | |
| 15 | IOOISHARES TR | 23,132 | $2.8B | 1.62% | |
| 16 | QQQMINVESCO EXCH TRADED FD TR II | 10,587 | $2.6B | 1.52% | |
| 17 | XLKSELECT SECTOR SPDR TR | 9,120 | $2.6B | 1.50% | |
| 18 | XLGINVESCO EXCHANGE TRADED FD T | 42,778 | $2.5B | 1.43% | |
| 19 | GOOGALPHABET INC | 8,043 | $2.0B | 1.14% | |
| 20 | IWPISHARES TR | 12,011 | $1.7B | 1.00% | |
| 21 | JPMJPMORGAN CHASE & CO. | 5,405 | $1.7B | 0.99% | |
| 22 | JPMEJ P MORGAN EXCHANGE TRADED F | 15,500 | $1.7B | 0.98% | |
| 23 | SMLFISHARES TR | 20,160 | $1.5B | 0.87% | |
| 24 | SPYGSPDR SERIES TRUST | 14,164 | $1.5B | 0.86% | |
| 25 | RWLINVESCO EXCH TRADED FD TR II | 11,983 | $1.3B | 0.77% | |
| 26 | LLYELI LILLY & CO | 1,589 | $1.2B | 0.71% | |
| 27 | NEENEXTERA ENERGY INC | 15,925 | $1.2B | 0.70% | |
| 28 | IWDISHARES TR | 5,843 | $1.2B | 0.69% | |
| 29 | GDEWISDOMTREE TR | 20,192 | $1.2B | 0.68% | |
| 30 | IWVISHARES TR | 3,040 | $1.2B | 0.67% | |
| 31 | FDSFACTSET RESH SYS INC | 4,000 | $1.1B | 0.67% | |
| 32 | JPSEJ P MORGAN EXCHANGE TRADED F | 22,606 | $1.1B | 0.66% | |
| 33 | GOOGLALPHABET INC | 4,426 | $1.1B | 0.63% | |
| 34 | BLKBLACKROCK INC | 879 | $1.0B | 0.60% | |
| 35 | SPDWSPDR INDEX SHS FDS | 23,569 | $1.0B | 0.59% | |
| 36 | IBITISHARES BITCOIN TRUST ETF | 14,875 | $966.9M | 0.56% | |
| 37 | SMBVANECK ETF TRUST | 52,187 | $909.1M | 0.53% | |
| 38 | IWBISHARES TR | 2,219 | $811.0M | 0.47% | |
| 39 | VVISA INC | 2,288 | $787.9M | 0.46% | |
| 40 | METAMETA PLATFORMS INC | 956 | $698.5M | 0.41% | |
| 41 | NUNU HLDGS LTD | 41,080 | $657.7M | 0.38% | |
| 42 | BCCCGLOBAL X FDS | 12,878 | $613.4M | 0.36% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 2,152 | $608.5M | 0.35% | |
| 44 | FVDFIRST TR EXCHANGE-TRADED FD | 12,859 | $594.6M | 0.35% | |
| 45 | URTHISHARES INC | 3,242 | $588.6M | 0.34% | |
| 46 | DONSPDR DOW JONES INDL AVERAGE | 1,253 | $581.1M | 0.34% | |
| 47 | TMUST-MOBILE US INC | 2,437 | $574.6M | 0.33% | |
| 48 | BXBLACKSTONE INC | 3,308 | $565.2M | 0.33% | |
| 49 | STIPISHARES TR | 5,414 | $559.6M | 0.33% | |
| 50 | MAMASTERCARD INCORPORATED | 944 | $543.8M | 0.32% | |
| 51 | FEFIRSTENERGY CORP | 11,717 | $537.1M | 0.31% | |
| 52 | WCNWASTE CONNECTIONS INC | 3,023 | $531.6M | 0.31% | |
| 53 | SPGIS&P GLOBAL INC | 1,088 | $528.9M | 0.31% | |
| 54 | TIGOMILLICOM INTL CELLULAR S A | 10,638 | $516.4M | 0.30% | |
| 55 | HDHOME DEPOT INC | 1,275 | $509.0M | 0.30% | |
| 56 | MCDMCDONALDS CORP | 1,600 | $484.6M | 0.28% | |
| 57 | AWCAMERICAN WTR WKS CO INC NEW | 3,408 | $474.3M | 0.28% | |
| 58 | TMOTHERMO FISHER SCIENTIFIC INC | 912 | $461.7M | 0.27% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 497 | $456.5M | 0.27% | |
| 60 | CPCANADIAN PACIFIC KANSAS CITY | 5,993 | $446.5M | 0.26% | |
| 61 | CVXCHEVRON CORP NEW | 2,857 | $443.5M | 0.26% | |
| 62 | ETNEATON CORP PLC | 1,185 | $443.5M | 0.26% | |
| 63 | SCISERVICE CORP INTL | 5,320 | $442.7M | 0.26% | |
| 64 | TSLATESLA INC | 973 | $435.7M | 0.25% | |
| 65 | PGPROCTER AND GAMBLE CO | 2,806 | $430.5M | 0.25% | |
| 66 | TXNTEXAS INSTRS INC | 2,312 | $424.6M | 0.25% | |
| 67 | LNGCHENIERE ENERGY INC | 1,788 | $420.1M | 0.24% | |
| 68 | NDAQNASDAQ INC | 4,676 | $413.6M | 0.24% | |
| 69 | MLB1MERCADOLIBRE INC | 172 | $402.0M | 0.23% | |
| 70 | ABBVABBVIE INC | 1,702 | $394.0M | 0.23% | |
| 71 | VRSKVERISK ANALYTICS INC | 1,542 | $387.8M | 0.23% | |
| 72 | DKNGDRAFTKINGS INC NEW | 9,935 | $371.6M | 0.22% | |
| 73 | AMTAMERICAN TOWER CORP NEW | 1,925 | $370.4M | 0.22% | |
| 74 | VOOVANGUARD INDEX FDS | 587 | $359.5M | 0.21% | |
| 75 | WMWASTE MGMT INC DEL | 1,582 | $349.4M | 0.20% | |
| 76 | ALCALCON AG | 4,566 | $340.1M | 0.20% | |
| 77 | NFLXNETFLIX INC | 280 | $333.4M | 0.19% | |
| 78 | T7DTRANSDIGM GROUP INC | 225 | $296.6M | 0.17% | |
| 79 | BIPCBROOKFIELD INFRASTRUCTURE CO | 7,132 | $293.3M | 0.17% | |
| 80 | CITCINTAS CORP | 1,446 | $287.9M | 0.17% | |
| 81 | TTTRANE TECHNOLOGIES PLC | 650 | $276.1M | 0.16% | |
| 82 | APPAPPLOVIN CORP | 375 | $269.5M | 0.16% | |
| 83 | ZTSZOETIS INC | 1,809 | $264.2M | 0.15% | |
| 84 | PAMPAMPA ENERGIA S A | 4,373 | $262.6M | 0.15% | |
| 85 | SGOVISHARES TR | 2,522 | $254.0M | 0.15% | |
| 86 | YPFYPF SOCIEDAD ANONIMA | 10,147 | $246.5M | 0.14% | |
| 87 | SPOTSPOTIFY TECHNOLOGY S A | 345 | $240.8M | 0.14% | |
| 88 | ABTABBOTT LABS | 1,797 | $240.7M | 0.14% | |
| 89 | PWRQUANTA SVCS INC | 546 | $232.4M | 0.14% | |
| 90 | QCOMQUALCOMM INC | 1,383 | $230.3M | 0.13% | |
| 91 | WMTWALMART INC | 2,159 | $222.3M | 0.13% | |
| 92 | CBCHUBB LIMITED | 752 | $212.3M | 0.12% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 591 | $208.1M | 0.12% |