LWM Advisory Services, LLC
SEC Form 13F institutional filer · CIK 0001697716
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
73.0%
LWM Advisory Services, LLC — $58.8M AUM allocation strategy
LWM Advisory Services, LLC files SEC Form 13F and reports $58.8M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.3%, followed by Financials 14.0% and Communication Services 6.4%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LWM Advisory Services, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$58.8M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +3.03K sh · +$297K+$APH +1.58K sh · +$179K+$AAPL +1.04K sh · −$288K
Biggest trims (shares)
−$IVZ −65K sh · −$6.06M−$SPY −23.3K sh · −$16.6M−$IWM −18K sh · −$3.3M
Exited to nil (held last quarter, gone now)
$VRSK ($344K last qtr)$CTAS ($271K last qtr)$APP ($251K last qtr)$TT ($249K last qtr)$QCOM ($238K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals13.9%—
- Multi-Sector Holdings5.8%—
- Interactive Media & Services5.4%—
- Broadline Retail5.2%—
- Semiconductors4.7%—
- Systems Software4.6%—
- Asset Management & Custody Banks3.9%—
- Diversified Banks2.0%—
- Other holdings54.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 32.3K | $8.22M | +1.04K | 14.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 7.07K | $3.39M | -3.17K | 5.8% |
| $AMZN | Amazon.com Inc | 14.7K | $3.06M | -1.86K | 5.2% |
| $NVDA | NVIDIA Corporation | 15.8K | $2.79M | -9.93K | 4.7% |
| $MSFT | Microsoft Corporation | 7.3K | $2.72M | -1.13K | 4.6% |
| $IVZ | Invesco Ltd | 26.6K | $2.27M | -65K | 3.9% |
| $GOOGL | Alphabet Inc | 7.67K | $2.21M | -270 | 3.8% |
…and 35 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.