LWM Advisory Services, LLC
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 93,658
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 76 | 93,658 | 13F-HR | LWM Advisory Services, LLC |
| Q4 2025 | 2/12/2026 | 83 | 170,667 | 13F-HR | LWM Advisory Services, LLC |
| Q3 2025 | 11/25/2025 | 93 | 171,565 | 13F-HR | LWM Advisory Services, LLC |
| Q2 2025 | 8/14/2025 | 90 | 145,000 | 13F-HR | LWM Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.12 K | 49.2% | 0 | 75.47 K | -75.47 K |
| ETFs | 43.37 K | 46.3% | 7.222 K | 0 | 7.222 K |
| Debt | 3.93 K | 4.2% | 0 | 9.002 K | -9.002 K |
| Other | 239 | 0.3% | 239 | 0 | 239 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
93,658
Holdings
76
QoQ value change ($000)
-77,009
(-45.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.