Lwm Advisory Services, LLC - Q42025 Holdings

Lwm Advisory Services, LLC holds 83 stocks with a total portfolio value of $ 170.67M as of Q42025. In Q42025, Lwm Advisory Services, LLC added 83 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 18.06% of the total portfolio.