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 ETFs Only

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%
$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%
$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%
$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%
$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%
$0
$2.81 Million 0.33% of portfolio
54,935
Q2 2025 Added 1.9%
$0
$2.52 Million 0.29% of portfolio
14,566
Q2 2025 Added 2.29%
$0
$2.09 Million 0.24% of portfolio
3,376
Q2 2025 Added 0.6%
$0
$1.89 Million 0.22% of portfolio
81,624
Q2 2025 Added 3.24%
$0
$1.84 Million 0.21% of portfolio
72,640
Q2 2025 Reduced 24.36%
$0
$1.74 Million 0.2% of portfolio
8,076
Q2 2025 Reduced 19.3%
$0
$1.4 Million 0.16% of portfolio
22,093
Q2 2025 Reduced 0.36%
$0
$1.23 Million 0.14% of portfolio
9,200
Q2 2025 Reduced 24.47%
$0
$1.11 Million 0.13% of portfolio
9,875
Q2 2025 Reduced 5.48%
$0
$994,000 0.12% of portfolio
24,845
Q2 2025 Reduced 8.73%
$0
$1.03 Million 0.12% of portfolio
20,929
Q2 2025 Reduced 0.11%
$0
$1.06 Million 0.12% of portfolio
3,490
Q2 2025 Reduced 45.53%
$0
$696,000 0.08% of portfolio
18,359
Q2 2025 Reduced 98.95%
$0
$696,000 0.08% of portfolio
10,091
Q2 2025 Reduced 44.99%
$0
$677,000 0.08% of portfolio
13,366
Q2 2025 New
$0
$479,000 0.06% of portfolio
773
Q2 2025 Reduced 0.51%
$0
$485,000 0.06% of portfolio
7,824
Q2 2025 Reduced 1.6%
$0
$402,000 0.05% of portfolio
3,993
Q2 2025 Added 1.04%
$0
$416,000 0.05% of portfolio
755
Q1 2025 Added 22.76%
$106B
$395,000 0.05% of portfolio
1,296
Q2 2025 Added 76.09%
$0
$397,000 0.05% of portfolio
9,090
Q2 2025 Reduced 55.7%
$0
$417,000 0.05% of portfolio
3,248
Q2 2025 Added 5.56%
$0
$386,000 0.04% of portfolio
1,991
Q2 2025 Added 24.59%
$0
$336,000 0.04% of portfolio
797
Q2 2025 Added 0.13%
$0
$316,000 0.04% of portfolio
1,730
Q2 2025 Reduced 7.54%
$0
$381,000 0.04% of portfolio
7,711
Q2 2025 Reduced 1.41%
$0
$382,000 0.04% of portfolio
1,127
Q4 2024 New
$0
$320,000 0.04% of portfolio
1,352
Q1 2025 Added 28.03%
$18B
$247,000 0.03% of portfolio
7,537
Q2 2025 New
$0
$298,000 0.03% of portfolio
3,576
Q2 2025 Reduced 0.45%
$0
$181,000 0.02% of portfolio
996
Q2 2025 New
$0
$206,000 0.02% of portfolio
2,600
Q1 2024 New

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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