# EDGAR Filing Document

**Accession Number:** 0001697716
**File Stem:** 0001420506-25-003490
**Filing Date:** 2025-11
**Character Count:** 12846
**Document Hash:** 3d87ba484cd75d4261614d95cdde3819
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-003490.hdr.sgml**: 20251125

**ACCESSION NUMBER**: 0001420506-25-003490

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251125

**DATE AS OF CHANGE**: 20251125

**EFFECTIVENESS DATE**: 20251125

**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:** 251517098

**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:** 09-30-2025

**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:** 941-474-7100

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

T. Gregory Reymann II CCO  PLANTATION, FL  11-05-2025<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:** 93

**Form 13F Information Table Value Total:** $171565308

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 240690 | 1797 | SH |  | SOLE |  | 0 | 0 | 1797 |
| ABBVIE INC | COM | 00287Y109 |  | 393992 | 1702 | SH |  | SOLE |  | 0 | 0 | 1702 |
| ALCON AG | ORD SHS | H01301128 |  | 340139 | 4566 | SH |  | SOLE |  | 0 | 0 | 4566 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1962182 | 8043 | SH |  | SOLE |  | 0 | 0 | 8044 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1088423 | 4426 | SH |  | SOLE |  | 0 | 0 | 4427 |
| AMAZON COM INC | COM | 023135106 |  | 3581628 | 16309 | SH |  | SOLE |  | 0 | 0 | 16309 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 370359 | 1925 | SH |  | SOLE |  | 0 | 0 | 1926 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 474257 | 3408 | SH |  | SOLE |  | 0 | 0 | 3408 |
| APPLE INC | COM | 037833100 |  | 7648123 | 30022 | SH |  | SOLE |  | 0 | 0 | 30022 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 269452 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5134793 | 10216 | SH |  | SOLE |  | 241 | 0 | 9976 |
| BLACKROCK INC | COM | 09290D101 |  | 1024815 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| BLACKSTONE INC | COM | 09260D107 |  | 565182 | 3308 | SH |  | SOLE |  | 0 | 0 | 3308 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 |  | 293266 | 7132 | SH |  | SOLE |  | 0 | 0 | 7132 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 446500 | 5993 | SH |  | SOLE |  | 0 | 0 | 5993 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 420144 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| CHEVRON CORP NEW | COM | 166764100 |  | 443498 | 2857 | SH |  | SOLE |  | 0 | 0 | 2858 |
| CHUBB LIMITED | COM | H1467J104 |  | 212251 | 752 | SH |  | SOLE |  | 0 | 0 | 752 |
| CINTAS CORP | COM | 172908105 |  | 287851 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 456511 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 371568 | 9935 | SH |  | SOLE |  | 0 | 0 | 9935 |
| EATON CORP PLC | SHS | G29183103 |  | 443497 | 1185 | SH |  | SOLE |  | 0 | 0 | 1185 |
| ELI LILLY  CO | COM | 532457108 |  | 1215943 | 1589 | SH |  | SOLE |  | 0 | 0 | 1589 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 1145960 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 594604 | 12859 | SH |  | SOLE |  | 0 | 0 | 12859 |
| FIRSTENERGY CORP | COM | 337932107 |  | 537095 | 11717 | SH |  | SOLE |  | 0 | 0 | 11717 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 613360 | 12878 | SH |  | SOLE |  | 1767 | 0 | 11110 |
| HOME DEPOT INC | COM | 437076102 |  | 509047 | 1275 | SH |  | SOLE |  | 0 | 0 | 1276 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 608504 | 2152 | SH |  | SOLE |  | 0 | 0 | 2153 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 2616165 | 10587 | SH |  | SOLE |  | 1124 | 0 | 9463 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 1326075 | 11983 | SH |  | SOLE |  | 1254 | 0 | 10729 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 9845959 | 369913 | SH |  | SOLE |  | 10293 | 0 | 359620 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 4519523 | 37333 | SH |  | SOLE |  | 4108 | 0 | 33225 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 2460602 | 42778 | SH |  | SOLE |  | 4827 | 0 | 37951 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3046452 | 5074 | SH |  | SOLE |  | 495 | 0 | 4579 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 966875 | 14875 | SH |  | SOLE |  | 0 | 0 | 14875 |
| ISHARES INC | MSCI WORLD ETF | 464286392 |  | 588618 | 3242 | SH |  | SOLE |  | 0 | 0 | 3242 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1710481 | 12011 | SH |  | SOLE |  | 1345 | 0 | 10666 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 2776066 | 23132 | SH |  | SOLE |  | 2771 | 0 | 20361 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1189566 | 5843 | SH |  | SOLE |  | 154 | 0 | 5689 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 811000 | 2219 | SH |  | SOLE |  | 50 | 0 | 2169 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1152034 | 3040 | SH |  | SOLE |  | 0 | 0 | 3040 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 559584 | 5414 | SH |  | SOLE |  | 80 | 0 | 5334 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 1498928 | 20160 | SH |  | SOLE |  | 2222 | 0 | 17938 |
| ISHARES TR | YLD OPTIM BD | 46434V787 |  | 2940288 | 128284 | SH |  | SOLE |  | 1642 | 0 | 126643 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 253964 | 2522 | SH |  | SOLE |  | 0 | 0 | 2522 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 6605362 | 130877 | SH |  | SOLE |  | 471 | 0 | 130406 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 |  | 1126029 | 22606 | SH |  | SOLE |  | 403 | 0 | 22204 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 1680980 | 15500 | SH |  | SOLE |  | 244 | 0 | 15257 |
| J P MORGAN EXCHANGE TRADED F | FLEXIBLE DEBT ET | 46654Q559 |  | 12679731 | 252509 | SH |  | SOLE |  | 6685 | 0 | 245824 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1700546 | 5405 | SH |  | SOLE |  | 0 | 0 | 5406 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 543784 | 944 | SH |  | SOLE |  | 0 | 0 | 944 |
| MCDONALDS CORP | COM | 580135101 |  | 484622 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 401952 | 172 | SH |  | SOLE |  | 0 | 0 | 172 |
| META PLATFORMS INC | CL A | 30303M102 |  | 698497 | 956 | SH |  | SOLE |  | 0 | 0 | 956 |
| MICROSOFT CORP | COM | 594918104 |  | 4727519 | 9103 | SH |  | SOLE |  | 0 | 0 | 9103 |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 |  | 516369 | 10638 | SH |  | SOLE |  | 0 | 0 | 10638 |
| NASDAQ INC | COM | 631103108 |  | 413590 | 4676 | SH |  | SOLE |  | 0 | 0 | 4676 |
| NETFLIX INC | COM | 64110L106 |  | 333382 | 280 | SH |  | SOLE |  | 0 | 0 | 280 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1202895 | 15925 | SH |  | SOLE |  | 0 | 0 | 15925 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 657690 | 41080 | SH |  | SOLE |  | 0 | 0 | 41080 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4901694 | 26296 | SH |  | SOLE |  | 0 | 0 | 26297 |
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 |  | 262642 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 430464 | 2806 | SH |  | SOLE |  | 0 | 0 | 2806 |
| QUALCOMM INC | COM | 747525103 |  | 230262 | 1383 | SH |  | SOLE |  | 0 | 0 | 1384 |
| QUANTA SVCS INC | COM | 74762E102 |  | 232439 | 546 | SH |  | SOLE |  | 0 | 0 | 546 |
| S GLOBAL INC | COM | 78409V104 |  | 528904 | 1088 | SH |  | SOLE |  | 0 | 0 | 1088 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 2570672 | 9120 | SH |  | SOLE |  | 990 | 0 | 8130 |
| SERVICE CORP INTL | COM | 817565104 |  | 442729 | 5320 | SH |  | SOLE |  | 0 | 0 | 5320 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 581131 | 1253 | SH |  | SOLE |  | 0 | 0 | 1253 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1008544 | 23569 | SH |  | SOLE |  | 613 | 0 | 22957 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 29554297 | 44363 | SH |  | SOLE |  | 2998 | 0 | 41366 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 1480365 | 14164 | SH |  | SOLE |  | 403 | 0 | 13762 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 240810 | 345 | SH |  | SOLE |  | 0 | 0 | 345 |
| T-MOBILE US INC | COM | 872590104 |  | 574627 | 2437 | SH |  | SOLE |  | 0 | 0 | 2437 |
| TESLA INC | COM | 88160R101 |  | 435747 | 973 | SH |  | SOLE |  | 0 | 0 | 973 |
| TEXAS INSTRS INC | COM | 882508104 |  | 424641 | 2312 | SH |  | SOLE |  | 0 | 0 | 2312 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 461724 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 276081 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 296554 | 225 | SH |  | SOLE |  | 0 | 0 | 225 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 208139 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 |  | 909098 | 52187 | SH |  | SOLE |  | 516 | 0 | 51671 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 359465 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 387828 | 1542 | SH |  | SOLE |  | 0 | 0 | 1542 |
| VISA INC | COM CL A | 92826C839 |  | 787910 | 2288 | SH |  | SOLE |  | 0 | 0 | 2288 |
| WALMART INC | COM | 931142103 |  | 222328 | 2159 | SH |  | SOLE |  | 0 | 0 | 2159 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 531625 | 3023 | SH |  | SOLE |  | 0 | 0 | 3023 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 349359 | 1582 | SH |  | SOLE |  | 0 | 0 | 1582 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 5130253 | 102053 | SH |  | SOLE |  | 99 | 0 | 101955 |
| WISDOMTREE TR | EFFICIENT GLD PL | 97717Y568 |  | 1159223 | 20192 | SH |  | SOLE |  | 0 | 0 | 20192 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 12346288 | 161495 | SH |  | SOLE |  | 5901 | 0 | 155594 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 |  | 246470 | 10147 | SH |  | SOLE |  | 0 | 0 | 10147 |
| ZOETIS INC | CL A | 98978V103 |  | 264233 | 1809 | SH |  | SOLE |  | 0 | 0 | 1809 |

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