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
$11.6B
$698,000 0.08% of portfolio
3,877
Q2 2025 Reduced 8.3%
$14.6B
$649,000 0.08% of portfolio
6,026
Q2 2025 Reduced 9.33%
$162B
$694,000 0.08% of portfolio
3,796
Q2 2025 Added 12.94%
$10.8B
$709,000 0.08% of portfolio
12,460
Q2 2025 Added 16.89%
$124B
$564,000 0.07% of portfolio
1,832
Q2 2025 Added 10.1%
$6.81B
$622,000 0.07% of portfolio
4,907
Q2 2025 Reduced 9.98%
$38.4B
$584,000 0.07% of portfolio
3,156
Q2 2025 Reduced 0.66%
$39.1B
$580,000 0.07% of portfolio
5,404
Q2 2025 Added 36.19%
$306B
$595,000 0.07% of portfolio
2,314
Q2 2025 Added 33.45%
$123B
$566,000 0.07% of portfolio
3,785
Q2 2025 Added 5.84%
$36.8B
$629,000 0.07% of portfolio
6,273
Q2 2025 Added 15.31%
$8.32B
$631,000 0.07% of portfolio
4,794
Q2 2025 Reduced 9.63%
$74B
$627,000 0.07% of portfolio
21,421
Q2 2025 Reduced 5.92%
$15.6B
$602,000 0.07% of portfolio
1,337
Q2 2025 Added 10.04%
$218B
$597,000 0.07% of portfolio
1,538
Q2 2025 Reduced 28.33%
$39.6B
$593,000 0.07% of portfolio
8,709
Q2 2025 Added 0.17%
$172B
$615,000 0.07% of portfolio
599
Q2 2025 Added 13.02%
$302B
$578,000 0.07% of portfolio
7,218
Q2 2025 Added 6.82%
$178B
$561,000 0.07% of portfolio
4,864
Q2 2025 Added 75.85%
$55B
$523,000 0.06% of portfolio
7,158
Q2 2025 Added 0.06%
$61M
$503,000 0.06% of portfolio
349,617
Q1 2025 Reduced 44.73%
$155B
$513,000 0.06% of portfolio
4,156
Q2 2025 Added 24.51%
$157B
$500,000 0.06% of portfolio
1,293
Q2 2025 Added 6.51%
$40.9B
$548,000 0.06% of portfolio
5,158
Q2 2025 Reduced 4.83%
$217B
$521,000 0.06% of portfolio
90
Q2 2025 Added 28.57%
$96.8B
$537,000 0.06% of portfolio
5,113
Q2 2025 Added 41.63%
$33.7B
$548,000 0.06% of portfolio
21,077
Q2 2025 New
$28.1B
$545,000 0.06% of portfolio
5,170
Q2 2025 Reduced 25.64%
$0
$479,000 0.06% of portfolio
773
Q2 2025 Reduced 0.51%
$3.82B
$509,000 0.06% of portfolio
9,571
Q2 2025 Added 50.37%
$7.92B
$484,000 0.06% of portfolio
1,770
Q2 2025 Added 11.04%
$146B
$548,000 0.06% of portfolio
2,357
Q2 2025 Added 1.55%
$94.7B
$495,000 0.06% of portfolio
676
Q2 2025 Added 28.03%
$0
$485,000 0.06% of portfolio
7,824
Q2 2025 Reduced 1.6%
$135B
$450,000 0.05% of portfolio
1,959
Q2 2025 Reduced 11.12%
$51.7B
$389,000 0.05% of portfolio
1,553
Q2 2025 Added 21.9%
$6.6B
$436,000 0.05% of portfolio
897
Q2 2025 Reduced 7.91%
$1.19B
$453,000 0.05% of portfolio
8,085
Q2 2025 Reduced 0.26%
$245B
$452,000 0.05% of portfolio
1,450
Q2 2025 Reduced 5.66%
$173B
$398,000 0.05% of portfolio
2,502
Q2 2025 Added 22.11%
$63.8B
$462,000 0.05% of portfolio
4,578
Q2 2025 Added 34.21%
$5.92B
$397,000 0.05% of portfolio
2,794
Q2 2025 New
$0
$402,000 0.05% of portfolio
3,993
Q2 2025 Added 1.04%
$133B
$424,000 0.05% of portfolio
474
Q2 2025 Added 13.4%
$16.5B
$439,000 0.05% of portfolio
3,538
Q2 2025 Added 42.78%
$142B
$395,000 0.05% of portfolio
1,000
Q2 2025 Added 12.36%
$0
$416,000 0.05% of portfolio
755
Q1 2025 Added 22.76%
$133B
$413,000 0.05% of portfolio
539
Q2 2025 Reduced 49.91%
$5.42B
$405,000 0.05% of portfolio
4,568
Q2 2025 Reduced 8.29%

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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