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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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