# EDGAR Filing Document

**Accession Number:** 0001697716
**File Stem:** 0001420506-26-000765
**Filing Date:** 2026-4
**Character Count:** 11206
**Document Hash:** f0c65abcf702e381c8c20a959c0affd4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000765.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0001420506-26-000765

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LWM Advisory Services, LLC
- **CENTRAL INDEX KEY:** 0001697716

**ORGANIZATION NAME:**
- **EIN:** 471045931
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22298
- **FILM NUMBER:** 26909504

**BUSINESS ADDRESS:**
- **STREET 1:** 1250 S PINE ISLAND RD
- **STREET 2:** STE 350
- **CITY:** PLANTATION
- **STATE:** FL
- **ZIP:** 33324
- **BUSINESS PHONE:** 941-474-7100

**MAIL ADDRESS:**
- **STREET 1:** 1250 S PINE ISLAND RD
- **STREET 2:** STE 350
- **CITY:** PLANTATION
- **STATE:** FL
- **ZIP:** 33324

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LWM Advisory Services LLC<br>**Address:** 1250 S PINE ISLAND RD<br>STE 350<br>PLANTATION, FL 33324

**Form 13F File Number:** 028-22298

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** T. Gregory Reymann II<br>**Title:** CCO<br>**Phone:** 954-474-7100

**Signature, Place, and Date of Signing:**

T. Gregory Reymann II CCO  PLANTATION, FL  04-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $93658151

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 956029 | 3216 | SH |  | SOLE |  | 0 | 0 | 3217 |
| AMAZON COM INC | COM | 023135106 |  | 3061769 | 14701 | SH |  | SOLE |  | 0 | 0 | 14701 |
| AMPA ENERGIA SA | SPONS ADR LVL I | 697660207 |  | 360284 | 4071 | SH |  | SOLE |  | 0 | 0 | 4071 |
| AMPHENOL CORP | CL A | 032095101 |  | 503503 | 3985 | SH |  | SOLE |  | 0 | 0 | 3985 |
| AON PLC | SHS CL A | G0403H108 |  | 417998 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| APPLE INC | COM | 037833100 |  | 8218500 | 32333 | SH |  | SOLE |  | 0 | 0 | 32333 |
| ASDAQ INC | COM | 631103108 |  | 400680 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| AT INC | COM | 00206R102 |  | 585713 | 20204 | SH |  | SOLE |  | 0 | 0 | 20204 |
| ATON CORP PLC | SHS | G29183103 |  | 419546 | 1173 | SH |  | SOLE |  | 0 | 0 | 1173 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3387469 | 7071 | SH |  | SOLE |  | 33 | 0 | 7038 |
| BLACKROCK INC | COM | 09290D101 |  | 462581 | 481 | SH |  | SOLE |  | 0 | 0 | 481 |
| BLACKSTONE INC | COM | 09260D107 |  | 364057 | 3166 | SH |  | SOLE |  | 0 | 0 | 3166 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 |  | 280442 | 7119 | SH |  | SOLE |  | 0 | 0 | 7119 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 489485 | 1725 | SH |  | SOLE |  | 0 | 0 | 1725 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 309021 | 310 | SH |  | SOLE |  | 0 | 0 | 310 |
| ELI LILLY  CO | COM | 532457108 |  | 761564 | 828 | SH |  | SOLE |  | 0 | 0 | 828 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 604763 | 12859 | SH |  | SOLE |  | 0 | 0 | 12859 |
| FIRSTENERGY CORP | COM | 337932107 |  | 572912 | 11309 | SH |  | SOLE |  | 0 | 0 | 11309 |
| GE AEROSPACE | COM NEW | 369604301 |  | 278091 | 980 | SH |  | SOLE |  | 0 | 0 | 980 |
| GE VERNOVA INC | COM | 36828A101 |  | 322971 | 370 | SH |  | SOLE |  | 0 | 0 | 370 |
| GEOPARK LTD | USD SHS | G38327105 |  | 239258 | 25185 | SH |  | SOLE |  | 0 | 0 | 25185 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 368300 | 7249 | SH |  | SOLE |  | 0 | 0 | 7249 |
| HOME DEPOT INC | COM | 437076102 |  | 261843 | 784 | SH |  | SOLE |  | 0 | 0 | 785 |
| ILLICOM INTL CELLULAR S A | COM STK | L6388F110 |  | 597871 | 7978 | SH |  | SOLE |  | 0 | 0 | 7978 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 466752 | 1925 | SH |  | SOLE |  | 0 | 0 | 1926 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 3528469 | 125658 | SH |  | SOLE |  | 2244 | 0 | 123415 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 840375 | 7496 | SH |  | SOLE |  | 0 | 0 | 7496 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 708065 | 2980 | SH |  | SOLE |  | 0 | 0 | 2980 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 740491 | 6444 | SH |  | SOLE |  | 0 | 0 | 6444 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 689881 | 12647 | SH |  | SOLE |  | 0 | 0 | 12647 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2336087 | 4047 | SH |  | SOLE |  | 0 | 0 | 4047 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 571498 | 14875 | SH |  | SOLE |  | 0 | 0 | 14875 |
| ISHARES TR | S 100 ETF | 464287101 |  | 239582 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 571359 | 4723 | SH |  | SOLE |  | 0 | 0 | 4723 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 423839 | 1983 | SH |  | SOLE |  | 0 | 0 | 1984 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 235005 | 659 | SH |  | SOLE |  | 0 | 0 | 659 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1048936 | 2829 | SH |  | SOLE |  | 0 | 0 | 2830 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 374649 | 8802 | SH |  | SOLE |  | 0 | 0 | 8803 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 820639 | 7434 | SH |  | SOLE |  | 1059 | 0 | 6375 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 498042 | 6598 | SH |  | SOLE |  | 0 | 0 | 6598 |
| ISHARES TR | YLD OPTIM BD | 46434V787 |  | 636883 | 28268 | SH |  | SOLE |  | 0 | 0 | 28269 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1167151 | 11595 | SH |  | SOLE |  | 0 | 0 | 11595 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 312589 | 5515 | SH |  | SOLE |  | 0 | 0 | 5515 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 4266824 | 85353 | SH |  | SOLE |  | 471 | 0 | 84883 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 |  | 539808 | 10295 | SH |  | SOLE |  | 0 | 0 | 10296 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 1199608 | 10474 | SH |  | SOLE |  | 0 | 0 | 10474 |
| J P MORGAN EXCHANGE TRADED F | FLEXIBLE DEBT ET | 46654Q559 |  | 3929522 | 79111 | SH |  | SOLE |  | 1138 | 0 | 77974 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1180746 | 3992 | SH |  | SOLE |  | 0 | 0 | 3992 |
| LPHABET INC | CAP STK CL C | 02079K107 |  | 2208030 | 7669 | SH |  | SOLE |  | 0 | 0 | 7669 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 241343 | 737 | SH |  | SOLE |  | 0 | 0 | 738 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 275844 | 543 | SH |  | SOLE |  | 0 | 0 | 543 |
| MERCADOLIBRE  INC | COM | 58733R102 |  | 210940 | 122 | SH |  | SOLE |  | 0 | 0 | 122 |
| META PLATFORMS INC | CL A | 30303M102 |  | 392172 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| MICROSOFT CORP | COM | 594918104 |  | 2720060 | 7297 | SH |  | SOLE |  | 0 | 0 | 7298 |
| NETFLIX INC. | COM | 64110L106 |  | 529976 | 5512 | SH |  | SOLE |  | 0 | 0 | 5512 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 772273 | 8314 | SH |  | SOLE |  | 0 | 0 | 8315 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 434118 | 30210 | SH |  | SOLE |  | 0 | 0 | 30210 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2791995 | 15834 | SH |  | SOLE |  | 0 | 0 | 15834 |
| ORACLE CORP | COM | 68389X105 |  | 246698 | 1677 | SH |  | SOLE |  | 0 | 0 | 1677 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 726643 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| SERVICE CORP INTL | COM | 817565104 |  | 437549 | 5303 | SH |  | SOLE |  | 0 | 0 | 5303 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 |  | 302606 | 13111 | SH |  | SOLE |  | 0 | 0 | 13111 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 876877 | 19208 | SH |  | SOLE |  | 0 | 0 | 19209 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 405993 | 4146 | SH |  | SOLE |  | 0 | 0 | 4147 |
| T-MOBILE US INC | COM | 872590104 |  | 373851 | 1780 | SH |  | SOLE |  | 0 | 0 | 1780 |
| TATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 512288 | 1106 | SH |  | SOLE |  | 0 | 0 | 1106 |
| TATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 14225315 | 21873 | SH |  | SOLE |  | 152 | 0 | 21722 |
| TESLA INC | COM | 88160R101 |  | 415079 | 1116 | SH |  | SOLE |  | 0 | 0 | 1116 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 352450 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 292201 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| VISA INC | COM CL A | 92826C839 |  | 545338 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 477501 | 2948 | SH |  | SOLE |  | 0 | 0 | 2948 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 5410019 | 107469 | SH |  | SOLE |  | 2938 | 0 | 104532 |
| WISDOMTREE TR | EFFICIENT GLD PL | 97717Y568 |  | 1270077 | 20192 | SH |  | SOLE |  | 0 | 0 | 20192 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 4216724 | 45493 | SH |  | SOLE |  | 853 | 0 | 44640 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 |  | 442741 | 9579 | SH |  | SOLE |  | 0 | 0 | 9579 |

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