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Disclosed positions
LWM Advisory Services, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- STATE STR SPDR S&P 500 ETF T
- Ticker
- SPY
- Class
- TR UNIT
- Reported value
- $5,957,350
- Reported amount
- 7,977
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001420506-26-001367Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,957,350 | 7,977 | SH | None |
| APPLE INC | AAPL | COM | $4,484,778 | 15,499 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,277,768 | 4,552 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,847,819 | 9,235 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,722,967 | 4,619 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,576,554 | 4,462 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $1,366,002 | 30,029 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,312,289 | 5,506 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,272,281 | 1,727 | SH | None |
| WISDOMTREE TR | GDE | EFFICIENT GLD PL | $1,221,900 | 20,000 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $1,216,103 | 24,153 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,080,679 | 901 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $1,051,093 | 10,441 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $1,032,147 | 21,989 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,020,932 | 3,119 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $883,350 | 10,052 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $842,993 | 1,977 | SH | None |
| INVESCO EXCH TRADED FD TR II | EELV | S&P EMRNG MKTS | $792,600 | 28,511 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $725,653 | 9,595 | SH | None |
| MILLICOM INTL CELLULAR S A | TIGO | COM STK | $724,083 | 7,978 | SH | None |
| AMPHENOL CORP | APH | CL A | $714,800 | 4,054 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $712,423 | 7,987 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $684,165 | 7,795 | SH | None |
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $654,894 | 12,854 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $618,959 | 1,732 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPME | DIVERSFED RTRN | $587,128 | 4,726 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $583,342 | 11,516 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FVD | SHS | $569,054 | 11,811 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $549,686 | 5,697 | SH | None |
| FIRSTENERGY CORP | FE | COM | $537,628 | 11,309 | SH | None |
| VICTORY PORTFOLIOS II | VFLO | SHS FR CA FL ETF | $527,393 | 11,528 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $527,252 | 4,778 | SH | None |
| AON PLC | AON | SHS CL A | $512,458 | 1,545 | SH | None |
| EATON CORP PLC | ETN | SHS | $504,525 | 1,184 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $495,189 | 14,875 | SH | None |
| WASTE CONNECTIONS INC | WCN | COM | $491,241 | 2,948 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $483,578 | 18,235 | SH | None |
| GMO ETF TRUST | QLTY | US QUALITY ETF | $467,959 | 11,244 | SH | None |
| VISA INC | V | COM CL A | $465,912 | 1,358 | SH | None |
| BLACKROCK INC | BLK | COM | $462,508 | 481 | SH | None |
| GE VERNOVA INC | GEV | COM | $442,920 | 377 | SH | None |
| YPF SOCIEDAD ANONIMA | YPF | SPON ADR CL D | $435,557 | 9,579 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPSE | DIVERSFD EQT ETF | $426,662 | 7,091 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $416,751 | 1,482 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $410,274 | 5,166 | SH | None |
| NU HLDGS LTD | NU | ORD SHS CL A | $403,606 | 30,210 | SH | None |
| SERVICE CORP INTL | SCI | COM | $402,815 | 5,303 | SH | None |
| AT&T INC | T | COM | $395,701 | 19,116 | SH | None |
| GE AEROSPACE | GE | COM NEW | $395,404 | 1,058 | SH | None |
| NASDAQ INC | NDAQ | COM | $372,027 | 4,720 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.