Lwm Advisory Services, LLC - Q12026 Holdings

Lwm Advisory Services, LLC holds 76 stocks with a total portfolio value of $ 93.66M as of Q12026. In Q12026, Lwm Advisory Services, LLC added 7 new positions, increased stakes in 11 stocks, reduced 49 holdings, and fully exited 14 positions. The largest holding is Tate Str Spdr S&P 500 Etf T (SPY), representing 15.19% of the total portfolio.