Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $862 Million
  • Q2 2025

Lvw Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $862 Million distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $88.1M, Vanguard Ftse Developed Market with a value of $70.3M, Vanguard Russell 1000 Growth E with a value of $54.4M, Schwab Short Term Us Treasury with a value of $44.7M, and Ishares Barclays 0 5 Year Tips with a value of $40.3M.

Examining the 13F form we can see an increase of $73.8M in the current position value, from $788M to 862M.

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

Portfolio value $862 Million
ETFs: $523 Million
Technology: $98.7 Million
Financial Services: $59.2 Million
Industrials: $33.3 Million
Healthcare: $31.7 Million
Communication Services: $29.9 Million
Consumer Cyclical: $28.7 Million
Consumer Defensive: $24.7 Million
Other: $32.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.1 Million 10.22% of portfolio
3,323,058
Q2 2025 Reduced 6.09%
$0
$70.3 Million 8.16% of portfolio
1,232,520
Q2 2025 Added 1,320.69%
$0
$54.4 Million 6.32% of portfolio
498,485
Q2 2025 Added 0.05%
$0
$44.7 Million 5.19% of portfolio
1,834,600
Q2 2025 Reduced 4.47%
$0
$40.3 Million 4.67% of portfolio
391,145
Q2 2025 Reduced 1.87%
$0
$30.4 Million 3.52% of portfolio
392,430
Q2 2025 Added 4.22%
$0
$30.3 Million 3.51% of portfolio
946,565
Q2 2025 Added 23.13%
$0
$28 Million 3.24% of portfolio
63,760
Q2 2025 Reduced 21.43%
$3.69T
$26.1 Million 3.03% of portfolio
127,131
Q2 2025 Added 3.55%
$0
$23.5 Million 2.72% of portfolio
803,755
Q2 2025 Added 1.32%
$0
$21.1 Million 2.44% of portfolio
198,105
Q2 2025 Added 6.86%
$3.95T
$17 Million 1.98% of portfolio
34,228
Q2 2025 Added 12.41%
$456B
$13.8 Million 1.6% of portfolio
87,283
Q2 2025 Added 12.21%
$0
$13.3 Million 1.54% of portfolio
180,500
Q2 2025 Reduced 26.21%
$0
$12.2 Million 1.42% of portfolio
111,682
Q2 2025 Added 23.22%
$2.26T
$10.3 Million 1.2% of portfolio
46,969
Q2 2025 Added 8.53%
$859B
$7.59 Million 0.88% of portfolio
26,183
Q2 2025 Reduced 2.16%
$551B
$7.51 Million 0.87% of portfolio
21,143
Q2 2025 Added 5.98%
$1.78T
$7.13 Million 0.83% of portfolio
9,655
Q2 2025 Added 1.15%
$1.24T
$7.04 Million 0.82% of portfolio
39,709
Q2 2025 Added 6.21%
$621B
$6.9 Million 0.8% of portfolio
14,198
Q2 2025 Added 0.45%
$1.21T
$5.67 Million 0.66% of portfolio
32,163
Q2 2025 Added 12.53%
$0
$4.88 Million 0.57% of portfolio
55,912
Q2 2025 Reduced 24.79%
$0
$4.57 Million 0.53% of portfolio
49,791
Q2 2025 Added 54.37%
$118B
$4.52 Million 0.52% of portfolio
77,161
Q2 2025 Added 7.31%
$548B
$4.42 Million 0.51% of portfolio
7,860
Q2 2025 Added 10.33%
$0
$3.9 Million 0.45% of portfolio
61,835
Q2 2025 Added 5.25%
$0
$3.81 Million 0.44% of portfolio
172,560
Q2 2025 Added 6.3%
$452B
$3.62 Million 0.42% of portfolio
23,727
Q2 2025 Added 15.07%
$351B
$3.5 Million 0.41% of portfolio
18,854
Q2 2025 Reduced 12.49%
$293B
$3.45 Million 0.4% of portfolio
49,760
Q2 2025 Added 3.7%
$0
$3.35 Million 0.39% of portfolio
5,903
Q2 2025 Added 1.64%
$112B
$3.36 Million 0.39% of portfolio
11,604
Q2 2025 Added 2.2%
$261B
$3.29 Million 0.38% of portfolio
18,060
Q2 2025 Added 81.36%
$405B
$3.02 Million 0.35% of portfolio
8,248
Q2 2025 Added 1.26%
$48.7B
$2.86 Million 0.33% of portfolio
19,666
Q2 2025 Added 2.06%
$0
$2.81 Million 0.33% of portfolio
54,935
Q2 2025 Added 1.9%
$22.7B
$2.73 Million 0.32% of portfolio
12,233
Q2 2025 Added 10.14%
$545B
$2.65 Million 0.31% of portfolio
1,982
Q2 2025 Added 11.22%
$1.08T
$2.61 Million 0.3% of portfolio
8,212
Q2 2025 Added 22.7%
$0
$2.52 Million 0.29% of portfolio
14,566
Q2 2025 Added 2.29%
$367B
$2.5 Million 0.29% of portfolio
18,359
Q2 2025 Added 63.19%
$306B
$2.48 Million 0.29% of portfolio
35,004
Q2 2025 Added 11.74%
$95.8B
$2.45 Million 0.28% of portfolio
20,746
Q2 2025 Added 5.6%
$122B
$2.43 Million 0.28% of portfolio
27,889
Q2 2025 Added 13.37%
$608B
$2.42 Million 0.28% of portfolio
3,104
Q2 2025 Added 7.0%
$86.2B
$2.4 Million 0.28% of portfolio
8,219
Q2 2025 Reduced 12.68%
$202B
$2.34 Million 0.27% of portfolio
17,703
Q2 2025 Reduced 1.9%
$182B
$2.25 Million 0.26% of portfolio
4,260
Q2 2025 Added 24.49%

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $862 Million
  • Prior Value $788 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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