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
$48.5B
$999,000 0.12% of portfolio
961
Q2 2025 Added 114.99%
$227B
$1.04 Million 0.12% of portfolio
3,264
Q2 2025 Added 8.58%
$0
$1.03 Million 0.12% of portfolio
20,929
Q2 2025 Reduced 0.11%
$14.5B
$1.04 Million 0.12% of portfolio
19,264
Q2 2025 Reduced 8.42%
$295B
$1.01 Million 0.12% of portfolio
1,261
Q2 2025 Reduced 4.11%
$6.14B
$996,000 0.12% of portfolio
17,982
Q2 2025 Added 187.48%
$0
$1.06 Million 0.12% of portfolio
3,490
Q2 2025 Reduced 45.53%
$42.1B
$923,000 0.11% of portfolio
3,580
Q2 2025 Added 33.98%
$169B
$943,000 0.11% of portfolio
1,736
Q2 2025 Added 12.07%
$61.9B
$927,000 0.11% of portfolio
3,465
Q2 2025 Added 25.95%
$210B
$958,000 0.11% of portfolio
3,251
Q2 2025 Added 49.2%
$70.1B
$916,000 0.11% of portfolio
5,876
Q2 2025 Added 43.7%
$70.9B
$935,000 0.11% of portfolio
10,292
Q2 2025 Added 103.08%
$44B
$975,000 0.11% of portfolio
1,691
Q2 2025 Added 8.19%
$16.7B
$912,000 0.11% of portfolio
5,623
Q2 2025 Added 26.47%
$141B
$927,000 0.11% of portfolio
13,364
Q2 2025 Added 20.33%
$14.6B
$869,000 0.1% of portfolio
6,031
Q2 2025 Added 18.02%
$250B
$858,000 0.1% of portfolio
6,093
Q2 2025 Reduced 32.18%
$28.5B
$862,000 0.1% of portfolio
15,281
Q2 2025 Reduced 4.48%
$207B
$834,000 0.1% of portfolio
6,733
Q2 2025 Added 12.12%
$69.2B
$834,000 0.1% of portfolio
6,974
Q2 2025 Reduced 11.35%
$14B
$734,000 0.09% of portfolio
1,664
Q2 2025 Reduced 8.72%
$201B
$809,000 0.09% of portfolio
1,028
Q2 2025 Added 48.55%
$61.1B
$735,000 0.09% of portfolio
9,145
Q2 2025 Reduced 14.68%
$6.6B
$796,000 0.09% of portfolio
5,158
Q2 2025 Reduced 7.43%
$17.7B
$799,000 0.09% of portfolio
2,929
Q2 2025 Added 34.36%
$25.9B
$781,000 0.09% of portfolio
1,526
Q2 2025 Added 13.04%
$43.8B
$752,000 0.09% of portfolio
8,943
Q2 2025 Added 6.0%
$29.5B
$816,000 0.09% of portfolio
3,149
Q2 2025 Reduced 7.84%
$78.6B
$779,000 0.09% of portfolio
5,843
Q2 2025 Added 64.73%
$173B
$771,000 0.09% of portfolio
11,248
Q2 2025 Reduced 35.21%
$18.5B
$801,000 0.09% of portfolio
9,637
Q2 2025 Added 25.63%
$87.3B
$683,000 0.08% of portfolio
4,490
Q2 2025 Reduced 0.55%
$23.5B
$714,000 0.08% of portfolio
3,042
Q2 2025 Added 57.21%
$17B
$668,000 0.08% of portfolio
2,167
Q2 2025 Reduced 8.57%
$0
$696,000 0.08% of portfolio
18,359
Q2 2025 Reduced 98.95%
$232B
$677,000 0.08% of portfolio
2,484
Q2 2025 Added 3.63%
$8.05B
$725,000 0.08% of portfolio
19,841
Q2 2025 Reduced 8.22%
$0
$696,000 0.08% of portfolio
10,091
Q2 2025 Reduced 44.99%
$91.7B
$727,000 0.08% of portfolio
13,380
Q2 2025 Added 2.51%
$16.1B
$716,000 0.08% of portfolio
11,133
Q2 2025 Reduced 18.26%
$12.3B
$664,000 0.08% of portfolio
3,100
Q2 2025 Reduced 8.31%
$684B
$650,000 0.08% of portfolio
2,975
Q2 2025 Added 22.03%
$254B
$719,000 0.08% of portfolio
1,017
Q2 2025 Reduced 8.3%
$113B
$678,000 0.08% of portfolio
1,466
Q2 2025 Added 29.96%
$12.4B
$669,000 0.08% of portfolio
2,297
Q2 2025 Reduced 9.25%
$0
$677,000 0.08% of portfolio
13,366
Q2 2025 New
$41B
$687,000 0.08% of portfolio
5,415
Q2 2025 Added 11.01%
$51B
$670,000 0.08% of portfolio
9,000
Q2 2025 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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