Long-term investor
Lwm Advisory Services, LLC @lwmadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697716).
Record
- Tracked since 2025-06-30 (448 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 10.6% · long · since 2025-06-30
- AAPL · 8.0% · long · since 2025-06-30
- BRK-B · 4.1% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- 02079K107 · 2.8% · long · since 2025-06-30
- 316188309 · 2.4% · long · since 2026-06-30
- AMZN · 2.3% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- 97717Y568 · 2.2% · long · since 2025-09-30
- 97717Y527 · 2.2% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30