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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001697716

LWM Advisory Services, LLC

PLANTATION, FL · File #028-22298

Latest AUM
$170.7M
Positions
83
Top-10 Concentration
64.6%
Filings
12

Sector Allocation

Financials
20.4%$34.7M
Technology
10.6%$18.1M
Industrials
1.0%$1.8M
Healthcare
0.9%$1.5M
Utilities
0.5%$856,412
Energy
0.4%$692,974
Consumer Staples
0.1%$223,708

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY45,197$30.8M19.30%
2WORLD GOLD TRGLDW157,581$13.5M8.42%
3J P MORGAN EXCHANGE TRADED F46654Q559257,506$12.9M8.10%
4INVESCO EXCH TRADED FD TR IIIVZ377,830$10.4M6.49%
5APPLE INCAAPL31,290$8.5M5.33%
6J P MORGAN EXCHANGE TRADED F46641Q647158,760$8.0M5.02%
7BERKSHIRE HATHAWAY INC DELBRK-A10,246$5.2M3.22%
8NVIDIA CORPORATIONNVDA25,766$4.8M3.01%
9WISDOMTREE TRWT92,469$4.7M2.91%
10INVESCO EXCH TRADED FD TR IIIVZ37,045$4.4M2.77%
11MICROSOFT CORPMSFT8,423$4.1M2.55%
12AMAZON COM INCAMZN16,559$3.8M2.39%
13INVESCO QQQ TRIVZ5,160$3.2M1.99%
14ISHARES TR46434V787133,587$3.0M1.91%
15ISHARES TR46428757223,962$3.0M1.90%
16SELECT SECTOR SPDR TR81369Y80318,167$2.6M1.64%
17INVESCO EXCH TRADED FD TR IIIVZ10,064$2.5M1.59%
18INVESCO EXCHANGE TRADED FD TIVZ42,215$2.5M1.57%
19ALPHABET INCGOOG7,939$2.5M1.56%
20J P MORGAN EXCHANGE TRADED F46641Q88616,110$1.8M1.10%