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 Market Cap. of $200 Billions or more
