SEC Form 13F

LWM Advisory Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$56,020,988
Positions80

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$5,957,3507,977
APPLE INCAAPLCOM$4,484,77815,499
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,277,7684,552
NVIDIA CORPORATIONNVDACOM$1,847,8199,235
MICROSOFT CORPMSFTCOM$1,722,9674,619
ALPHABET INCGOOGCAP STK CL C$1,576,5544,462
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$1,366,00230,029
AMAZON COM INCAMZNCOM$1,312,2895,506
INVESCO QQQ TRQQQUNIT SER 1$1,272,2811,727
WISDOMTREE TRGDEEFFICIENT GLD PL$1,221,90020,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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