LWM Advisory Services, LLC ETF holdings
Plantation, FL
Reported $26.0M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$26.0M
ETFs held
33
Change from prior quarter
-52.3%
With price moves
ETFs as a share of its 13F
46.5%
of $56.0M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $6.0M | 7,977 | −13,896 shares |
| FBND | Fidelity Total Bond ETF | $1.4M | 30,029 | New position |
| QQQ | Invesco QQQ Trust | $1.3M | 1,727 | −2,320 shares |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | $1.2M | 20,000 | −192 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $1.2M | 24,153 | −83,316 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $1.1M | 10,441 | −1,154 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $1.0M | 21,989 | New position |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $883K | 10,052 | New position |
| IWV | iShares Russell 3000 ETF | $843K | 1,977 | −852 shares |
| EELV | Invesco S&P Emerging Markets Low Volatility ETF | $793K | 28,511 | −97,147 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697716. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LWM Advisory Services, LLC own?
LWM Advisory Services, LLC reported 33 ETF positions worth $26.0M in its Form 13F for June 30, 2026. The largest was SPY, at $6.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.