Lvz, Inc. Portfolio Holdings

Lvz, Inc.

  • $742 Million
  • Q3 2025

Lvz, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $742 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $124M, Ishares S&P 500 Value ETF with a value of $123M, First Tr ETF Vi Smid Cap Risin with a value of $106M, Dimensional ETF Tr with a value of $67.8M, and Dimensional ETF Tr Dimensional with a value of $67.7M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $701M to 742M.

Below you can find more details about Lvz, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $742 Million
ETFs: $686 Million
Technology: $18.2 Million
Financial Services: $9.4 Million
Industrials: $5 Million
Consumer Cyclical: $4.72 Million
Healthcare: $4.3 Million
Energy: $3.79 Million
Consumer Defensive: $3.44 Million
Other: $5.92 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$6.37 Million 0.86% of portfolio
25,018
Q3 2025 Added 2.15%
$2.49T
$2.87 Million 0.39% of portfolio
13,068
Q3 2025 Added 2.04%
$913B
$2.53 Million 0.34% of portfolio
8,021
Q3 2025 Added 1.19%
$3.86T
$2.5 Million 0.34% of portfolio
4,834
Q3 2025 Added 5.25%
$102B
$2.01 Million 0.27% of portfolio
21,192
Q3 2025 Added 10.83%
$135B
$1.75 Million 0.24% of portfolio
4,726
Q3 2025 Added 7.43%
$505B
$1.46 Million 0.2% of portfolio
7,824
Q3 2025 Added 1.37%
$557B
$1.42 Million 0.19% of portfolio
4,154
Q3 2025 Added 5.67%
$113B
$1.15 Million 0.16% of portfolio
12,188
Q3 2025 Added 0.02%
$403B
$1.12 Million 0.15% of portfolio
1,206
Q3 2025 Added 16.18%
$196B
$1.1 Million 0.15% of portfolio
10,798
Q3 2025 Added 3.05%
$820B
$1.09 Million 0.15% of portfolio
1,433
Q3 2025 Added 30.63%
$94.7B
$1.06 Million 0.14% of portfolio
3,114
Q3 2025 Added 20.05%
$275B
$999,000 0.13% of portfolio
9,703
Q3 2025 Added 3.0%
$167B
$999,000 0.13% of portfolio
22,748
Q3 2025 Added 26.92%
$97.2B
$968,000 0.13% of portfolio
5,027
Q3 2025 Added 21.6%
$276B
$847,000 0.11% of portfolio
3,003
Q1 2025 Reduced 0.76%
$5.13B
$791,000 0.11% of portfolio
2,871
Q3 2025 Added 17.57%
$201B
$763,000 0.1% of portfolio
3,731
Q2 2023 Reduced 56.56%
$1.56T
$735,000 0.1% of portfolio
2,635
Q3 2025 Added 8.57%
$65.5B
$756,000 0.1% of portfolio
5,563
Q3 2025 Reduced 1.42%
$1.48B
$688,000 0.09% of portfolio
30,000
Q3 2025 Added 13.65%
$132B
$655,000 0.09% of portfolio
1,537
Q3 2025 Added 24.35%
$477B
$660,000 0.09% of portfolio
5,861
Q3 2025 Reduced 17.45%
$300B
$703,000 0.09% of portfolio
10,284
Q3 2025 Added 10.4%
$8.28B
$632,000 0.09% of portfolio
1,966
Q3 2025 Added 86.35%
$5.51B
$589,000 0.08% of portfolio
20,845
Q3 2025 Reduced 5.98%
$22.3B
$601,000 0.08% of portfolio
12,265
Q3 2025 Added 68.52%
$127B
$591,000 0.08% of portfolio
848
Q3 2025 Added 13.37%
$2.39B
$575,000 0.08% of portfolio
15,272
Q3 2025 New
$8.56B
$603,000 0.08% of portfolio
5,957
Q3 2025 Added 26.23%
$1.68T
$571,000 0.08% of portfolio
2,352
Q3 2025 Added 0.3%
$121B
$602,000 0.08% of portfolio
2,441
Q3 2025 Added 24.99%
$152B
$591,000 0.08% of portfolio
1,581
Q3 2025 Added 1.54%
$12.3B
$511,000 0.07% of portfolio
2,300
Q3 2025 Added 16.81%
$60.4B
$538,000 0.07% of portfolio
564
Q3 2025 Added 17.01%
$9.99B
$555,000 0.07% of portfolio
3,216
Q3 2025 Added 11.28%
$0
$490,000 0.07% of portfolio
13,890
Q2 2025 Reduced 7.85%
$15.3B
$539,000 0.07% of portfolio
6,614
Q3 2025 New
$356B
$536,000 0.07% of portfolio
3,489
Q3 2025 Added 2.35%
$8.61B
$524,000 0.07% of portfolio
6,329
Q3 2025 Added 25.28%
$389B
$424,000 0.06% of portfolio
1,048
Q3 2025 Reduced 4.2%
$79.5B
$410,000 0.06% of portfolio
3,280
Q4 2024 Reduced 7.61%
$25.5B
$418,000 0.06% of portfolio
2,511
Q3 2025 New
$59.6B
$419,000 0.06% of portfolio
10,699
Q3 2025 Added 27.76%
$621B
$438,000 0.06% of portfolio
872
Q3 2025 Added 0.69%
$35.2B
$440,000 0.06% of portfolio
3,848
Q1 2025 Reduced 32.82%
$3.25B
$446,000 0.06% of portfolio
4,243
Q3 2025 Reduced 1.44%
$188B
$432,000 0.06% of portfolio
633
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $742 Million
  • Prior Value $701 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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