Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025

Lvw Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $916 Million distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $75.4M, Schwab Strategic Tr Us Dividen with a value of $64.4M, Vanguard Russell 1000 Growth E with a value of $54.5M, Schwab Short Term Us Treasury with a value of $48.4M, and Ishares Barclays 0 5 Year Tips with a value of $41.5M.

Examining the 13F form we can see an increase of $54.3M in the current position value, from $862M to 916M.

Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $916 Million
ETFs: $546 Million
Technology: $123 Million
Financial Services: $60.8 Million
Healthcare: $34.5 Million
Communication Services: $33.7 Million
Industrials: $32 Million
Consumer Cyclical: $31.5 Million
Consumer Defensive: $21.7 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.4 Million 8.23% of portfolio
1,257,516
Q3 2025 Added 2.03%
$0
$64.4 Million 7.03% of portfolio
2,358,936
Q3 2025 Reduced 29.01%
$0
$54.5 Million 5.95% of portfolio
452,212
Q3 2025 Reduced 9.28%
$0
$48.4 Million 5.28% of portfolio
1,982,002
Q3 2025 Added 8.03%
$0
$41.5 Million 4.54% of portfolio
401,915
Q3 2025 Added 2.75%
$0
$35.1 Million 3.84% of portfolio
1,028,465
Q3 2025 Added 8.65%
$4.3T
$34.6 Million 3.78% of portfolio
135,972
Q3 2025 Added 6.95%
$0
$33.4 Million 3.65% of portfolio
428,087
Q3 2025 Added 9.09%
$0
$29.2 Million 3.19% of portfolio
60,961
Q3 2025 Reduced 4.39%
$465B
$26.8 Million 2.92% of portfolio
143,577
Q3 2025 Added 64.5%
$0
$23.1 Million 2.52% of portfolio
216,105
Q3 2025 Added 9.09%
$0
$23.1 Million 2.52% of portfolio
294,981
Q3 2025 New
$0
$23.1 Million 2.52% of portfolio
722,745
Q3 2025 Reduced 10.08%
$3.78T
$19.8 Million 2.16% of portfolio
38,178
Q3 2025 Added 11.54%
$0
$13.8 Million 1.51% of portfolio
186,186
Q3 2025 Added 3.15%
$0
$13.5 Million 1.47% of portfolio
113,397
Q3 2025 Added 1.54%
$139B
$10.3 Million 1.13% of portfolio
31,276
Q3 2025 Added 1.17%
$1.74T
$9.78 Million 1.07% of portfolio
40,166
Q3 2025 Added 1.15%
$881B
$8.53 Million 0.93% of portfolio
27,052
Q3 2025 Added 3.32%
$1.65T
$7.52 Million 0.82% of portfolio
30,920
Q3 2025 Reduced 3.86%
$1.37T
$7.31 Million 0.8% of portfolio
9,949
Q3 2025 Added 3.05%
$662B
$7.04 Million 0.77% of portfolio
14,013
Q3 2025 Reduced 1.3%
$533B
$6.96 Million 0.76% of portfolio
20,399
Q3 2025 Reduced 3.52%
$0
$5.25 Million 0.57% of portfolio
53,626
Q3 2025 Reduced 4.09%
$1.29T
$4.74 Million 0.52% of portfolio
10,649
Q3 2025 Added 29.68%
$0
$4.58 Million 0.5% of portfolio
49,971
Q3 2025 Added 0.36%
$522B
$4.49 Million 0.49% of portfolio
24,221
Q3 2025 Added 2.08%
$104B
$4.46 Million 0.49% of portfolio
67,588
Q3 2025 Reduced 12.41%
$414B
$4.15 Million 0.45% of portfolio
17,943
Q3 2025 Reduced 4.83%
$0
$4.17 Million 0.45% of portfolio
178,922
Q3 2025 Added 3.69%
$0
$4.06 Million 0.44% of portfolio
6,630
Q3 2025 Added 12.32%
$0
$4.06 Million 0.44% of portfolio
60,149
Q3 2025 Reduced 2.73%
$512B
$3.96 Million 0.43% of portfolio
6,955
Q3 2025 Reduced 11.51%
$0
$3.67 Million 0.4% of portfolio
5,513
Q3 2025 Added 63.3%
$342B
$3.58 Million 0.39% of portfolio
19,649
Q3 2025 Added 7.03%
$367B
$3.37 Million 0.37% of portfolio
8,306
Q3 2025 Added 0.7%
$319B
$3.36 Million 0.37% of portfolio
49,180
Q3 2025 Reduced 1.17%
$0
$3.03 Million 0.33% of portfolio
59,021
Q3 2025 Added 7.44%
$128B
$2.94 Million 0.32% of portfolio
30,910
Q3 2025 Added 10.83%
$123B
$2.98 Million 0.32% of portfolio
10,546
Q3 2025 Reduced 9.12%
$237B
$2.75 Million 0.3% of portfolio
16,962
Q3 2025 Reduced 6.08%
$94.5B
$2.79 Million 0.3% of portfolio
8,174
Q3 2025 Reduced 0.55%
$0
$2.63 Million 0.29% of portfolio
13,406
Q3 2025 Reduced 7.96%
$49.1B
$2.54 Million 0.28% of portfolio
2,118
Q3 2025 Added 6.86%
$204B
$2.57 Million 0.28% of portfolio
18,316
Q3 2025 Added 3.46%
$19B
$2.52 Million 0.28% of portfolio
12,297
Q3 2025 Added 0.52%
$67.6B
$2.54 Million 0.28% of portfolio
52,488
Q3 2025 Added 9.15%
$971B
$2.51 Million 0.27% of portfolio
3,288
Q3 2025 Added 5.93%
$40.4B
$2.41 Million 0.26% of portfolio
18,986
Q3 2025 Reduced 3.46%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $916 Million
  • Prior Value $862 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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