Lwm Advisory Services, LLC - Q22026 Holdings

Lwm Advisory Services, LLC holds 80 stocks with a total portfolio value of $ 56.02M as of Q22026. In Q22026, Lwm Advisory Services, LLC added 22 new positions, increased stakes in 7 stocks, reduced 35 holdings, and fully exited 18 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 10.63% of the total portfolio.