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 ETFs Only

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%
$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%
$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%
$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%
$0
$5.25 Million 0.57% of portfolio
53,626
Q3 2025 Reduced 4.09%
$0
$4.58 Million 0.5% of portfolio
49,971
Q3 2025 Added 0.36%
$0
$4.17 Million 0.45% of portfolio
178,922
Q3 2025 Added 3.69%
$0
$4.06 Million 0.44% of portfolio
60,149
Q3 2025 Reduced 2.73%
$0
$3.67 Million 0.4% of portfolio
5,513
Q3 2025 Added 63.3%
$0
$3.03 Million 0.33% of portfolio
59,021
Q3 2025 Added 7.44%
$0
$2.63 Million 0.29% of portfolio
13,406
Q3 2025 Reduced 7.96%
$0
$2.08 Million 0.23% of portfolio
88,644
Q3 2025 Added 8.6%
$0
$1.84 Million 0.2% of portfolio
7,603
Q3 2025 Reduced 5.86%
$0
$1.86 Million 0.2% of portfolio
66,757
Q3 2025 Reduced 8.1%
$0
$1.5 Million 0.16% of portfolio
10,609
Q3 2025 Added 15.32%
$0
$1.16 Million 0.13% of portfolio
3,547
Q3 2025 Added 1.63%
$0
$1.08 Million 0.12% of portfolio
9,471
Q3 2025 Reduced 4.09%
$0
$1.12 Million 0.12% of portfolio
22,403
Q3 2025 Added 7.04%
$0
$975,000 0.11% of portfolio
22,698
Q3 2025 Reduced 8.64%
$0
$698,000 0.08% of portfolio
9,322
Q3 2025 Reduced 7.62%
$0
$664,000 0.07% of portfolio
10,181
Q3 2025 Added 30.13%
$130B
$652,000 0.07% of portfolio
1,836
Q3 2025 Added 41.67%
$0
$512,000 0.06% of portfolio
765
Q3 2025 Reduced 1.03%
$0
$554,000 0.06% of portfolio
2,852
Q3 2025 Added 64.86%
$0
$449,000 0.05% of portfolio
3,248
Q2 2025 Added 5.56%
$24.1B
$450,000 0.05% of portfolio
10,644
Q3 2025 Added 41.22%
$0
$421,000 0.05% of portfolio
9,090
Q2 2025 Reduced 55.7%
$0
$500,000 0.05% of portfolio
9,236
Q3 2025 Added 19.78%
$0
$500,000 0.05% of portfolio
9,870
Q3 2025 Reduced 26.16%
$0
$428,000 0.05% of portfolio
4,104
Q3 2025 New
$0
$354,000 0.04% of portfolio
3,442
Q3 2025 Reduced 13.8%
$0
$343,000 0.04% of portfolio
1,352
Q1 2025 Added 28.03%
$0
$383,000 0.04% of portfolio
5,627
Q3 2025 New
$0
$411,000 0.04% of portfolio
1,127
Q4 2024 New
$0
$373,000 0.04% of portfolio
797
Q2 2025 Added 0.13%
$0
$325,000 0.04% of portfolio
1,600
Q3 2025 Reduced 19.64%
$0
$343,000 0.04% of portfolio
3,409
Q3 2025 New
$0
$377,000 0.04% of portfolio
628
Q3 2025 Reduced 16.82%
$0
$229,000 0.03% of portfolio
3,005
Q3 2025 New
$0
$264,000 0.03% of portfolio
2,832
Q3 2025 New

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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