LWM Advisory Services, LLC

RIA/Wealth

LWM Advisory Services, LLC is a RIA/Wealth based in Plantation, FL led by Tony Edward Dubose, reporting $837.8M in AUM as of Q3 2025 with 58% ETF concentration, 57% concentrated in top 10 holdings, and 19% allocation to SPY.

CIOTony Edward Dubose

Portfolio Value: $158.9M
Positions: 92
Top Holding: SPY at 18.6%
Last Reported: Q3 2025

Address1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324, United States

Top Holdings

Largest long holdings in LWM Advisory Services, LLC's portfolio (56.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$29.6M	18.60%	+$15.7M Bought	— 44.4K shares	Q4 2021 Held for 3y 11m
2 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$12.3M	7.77%	-$7.5M Sold	— 161.5K shares	Q3 2024 Held for 1y 2m
3 Invesco S&P Emerging Markets Low Volatility EELV	ETF ETF	$9.8M	6.20%	-$628.6K Sold	— 369.9K shares	Q1 2022 Held for 3y 8m
4 Apple AAPL	Consumer Electronics Technology	$7.6M	4.81%	+$231.3K Bought	0.00% 30.0K shares	Q4 2021 Held for 3y 11m
5 JPMorgan Municipal JMUB	ETF ETF	$6.6M	4.16%	-$409.1K Sold	— 130.9K shares	Q4 2022 Held for 2y 11m
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$5.1M	3.23%	+$122.1K Bought	0.00% 10.2K shares	Q4 2021 Held for 3y 11m
7 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$5.1M	3.23%	+$909.5K Bought	— 102.1K shares	Q4 2024 Held for 11 months
8 Nvidia NVDA	Semiconductors Technology	$4.9M	3.09%	+$56.3K Bought	0.00% 26.3K shares	Q4 2021 Held for 3y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$4.7M	2.98%	+$34.8K Bought	0.00% 9.1K shares	Q4 2021 Held for 3y 11m
10 Invesco S&P 500 Momentum SPMO	ETF ETF	$4.5M	2.84%	-$185.1K Sold	— 37.3K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LWM Advisory Services, LLC's latest filing

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Market Value

$158.9M

Prior: $145.0M

Q/Q Change

+9.58%

+$13.9M

Net Flows % of MV

+2.45%

Turnover Ratio

15.13%

New Purchases

6 stocks

$5.6M

Added To

36 stocks

+$20.0M

Sold Out Of

5 stocks

$11.8M

Reduced Holdings

29 stocks

-$9.9M

Increased Positions

Position	Shares Δ	Change
1 iShares Russell Mid-Cap Growth IWP	New	0 → 12.0K +$1.7M
2 RWL Invesco S&P 500 Revenue ETF RWL	New	0 → 12.0K +$1.3M
3 GDE WisdomTree Efficient Gold Plus Equity Strategy GDE	New	0 → 20.2K +$1.2M
4 SMB VanEck Short Muni SMB	New	0 → 52.2K +$909.1K
5 Applovin Corporation APP	New	0 → 375.0 +$269.5K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight ETF RSP	Sold	49.5K → 0 −$9.0M
2 Invesco S&P MidCap Quality XMHQ	Sold	13.7K → 0 −$1.3M
3 First Trust Morningstar Dividend Leaders Index Fund FDL	Sold	29.5K → 0 −$1.2M
4 Invesco Russell 1000 Dynamic Multifactor OMFL	Sold	4.3K → 0 −$248.7K
5 The Glimpse Group, Inc. VRAR	Sold	17.6K → 0 −$23.9K