LWM Advisory Services, LLC: 13F holdings
CIK 16977162026Q2
| Positions | 80 |
|---|---|
| Reported value | $56.0m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 7,977 | $6.0m | 10.6% |
| AAPL APPLE INC | 15,499 | $4.5m | 8.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,552 | $2.3m | 4.1% |
| NVDA NVIDIA CORPORATION | 9,235 | $1.8m | 3.3% |
| MSFT MICROSOFT CORP | 4,619 | $1.7m | 3.1% |
| GOOG ALPHABET INC | 4,462 | $1.6m | 2.8% |
| FBND FIDELITY MERRIMACK STR TR | 30,029 | $1.4m | 2.4% |
| AMZN AMAZON COM INC | 5,506 | $1.3m | 2.3% |
| QQQ INVESCO QQQ TR | 1,727 | $1.3m | 2.3% |
| WISDOMTREE TR | 20,000 | $1.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697716")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.