LWM Advisory Services, LLC - Portfolio Stock Holdings

LWM Advisory Services, LLC disclosed 98 stock positions in a recent SEC 13F filing. $56,020,182 of stock holdings were filed, with the largest holdings including SPY, AAPL, and BRK.B. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,090,915,835 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.