Lvz, Inc. Portfolio Holdings

Lvz, Inc.

  • $701 Million
  • Q2 2025

Lvz, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $701 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Vi Smid Cap Risin with a value of $96.9M, Ishares S&P 500 Growth ETF with a value of $94.7M, Ishares S&P 500 Value ETF with a value of $87.9M, Dimensional ETF Tr Dimensional with a value of $72.8M, and Dimensional ETF Tr with a value of $71.1M.

Examining the 13F form we can see an increase of $68.9M in the current position value, from $632M to 701M.

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

Portfolio value $701 Million
ETFs: $654 Million
Technology: $14.7 Million
Financial Services: $8.29 Million
Consumer Cyclical: $4.32 Million
Industrials: $4.29 Million
Healthcare: $4.06 Million
Energy: $3.46 Million
Consumer Defensive: $2.74 Million
Other: $4.53 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$5.03 Million 0.72% of portfolio
24,492
Q2 2025 Reduced 2.53%
$2.32T
$2.81 Million 0.4% of portfolio
12,807
Q2 2025 Added 3.52%
$3.77T
$2.28 Million 0.33% of portfolio
4,593
Q2 2025 Added 2.96%
$855B
$2.3 Million 0.33% of portfolio
7,927
Q2 2025 Reduced 0.01%
$149B
$1.74 Million 0.25% of portfolio
4,399
Q2 2025 Added 3.68%
$104B
$1.76 Million 0.25% of portfolio
19,122
Q2 2025 Added 2.02%
$575B
$1.4 Million 0.2% of portfolio
3,931
Q2 2025 Added 4.41%
$416B
$1.22 Million 0.17% of portfolio
7,718
Q2 2025 Added 11.0%
$118B
$1.09 Million 0.16% of portfolio
12,186
Q2 2025 Added 0.02%
$417B
$1.03 Million 0.15% of portfolio
1,038
Q2 2025 Added 11.02%
$589M
$991,000 0.14% of portfolio
22,827
Q1 2023 Reduced 2.66%
$260B
$921,000 0.13% of portfolio
9,420
Q2 2025 Added 0.07%
$253B
$885,000 0.13% of portfolio
3,003
Q1 2025 Reduced 0.76%
$182B
$891,000 0.13% of portfolio
10,478
Q2 2025 Reduced 0.19%
$738B
$855,000 0.12% of portfolio
1,097
Q2 2025 Added 0.46%
$180B
$775,000 0.11% of portfolio
17,923
Q2 2025 Added 0.06%
$81.7B
$756,000 0.11% of portfolio
2,594
Q1 2025 Added 9.36%
$60.7B
$673,000 0.1% of portfolio
5,643
Q4 2024 New
$87.4B
$686,000 0.1% of portfolio
4,134
Q2 2025 Added 5.27%
$161B
$683,000 0.1% of portfolio
3,731
Q2 2023 Reduced 56.56%
$280B
$646,000 0.09% of portfolio
9,315
Q2 2025 Added 1.5%
$148B
$555,000 0.08% of portfolio
1,557
Q3 2024 Added 0.65%
$375B
$543,000 0.08% of portfolio
3,409
Q2 2025 Added 2.0%
$1.22T
$549,000 0.08% of portfolio
2,427
Q2 2025 New
$131B
$573,000 0.08% of portfolio
748
Q2 2025 Added 0.27%
$5.15B
$562,000 0.08% of portfolio
2,442
Q2 2025 Added 0.21%
$1.19B
$497,000 0.07% of portfolio
26,396
Q2 2025 Reduced 14.32%
$145B
$521,000 0.07% of portfolio
1,953
Q2 2025 Added 0.15%
$101B
$473,000 0.07% of portfolio
1,236
Q1 2025 Added 9.96%
$2.79B
$493,000 0.07% of portfolio
4,305
Q2 2025 Added 0.09%
$5.5B
$487,000 0.07% of portfolio
22,170
Q2 2025 Added 11.12%
$36.3B
$523,000 0.07% of portfolio
7,278
Q2 2025 Added 0.66%
$622B
$420,000 0.06% of portfolio
866
Q2 2025 Added 10.88%
$0
$422,000 0.06% of portfolio
13,890
Q2 2025 Reduced 7.85%
$11.9B
$389,000 0.06% of portfolio
1,969
Q2 2025 Added 0.36%
$79.5B
$410,000 0.06% of portfolio
3,280
Q4 2024 Reduced 7.61%
$1.14T
$413,000 0.06% of portfolio
2,345
Q2 2025 Added 7.18%
$380B
$401,000 0.06% of portfolio
1,094
Q2 2025 Added 11.41%
$34.7B
$400,000 0.06% of portfolio
3,848
Q1 2025 Reduced 32.82%
$10.9B
$432,000 0.06% of portfolio
1,055
Q2 2025 Reduced 36.45%
$7.51B
$419,000 0.06% of portfolio
4,719
Q2 2025 Added 0.23%
$7.57B
$445,000 0.06% of portfolio
2,890
Q2 2025 Reduced 0.1%
$92.6B
$326,000 0.05% of portfolio
467
Q1 2025 Reduced 13.36%
$7.77B
$362,000 0.05% of portfolio
5,052
Q1 2025 Added 13.89%
$85.3B
$363,000 0.05% of portfolio
2,729
Q4 2022 New
$1.22B
$368,000 0.05% of portfolio
11,561
Q2 2025 Added 0.58%
$3.79B
$348,000 0.05% of portfolio
2,837
Q2 2025 Added 0.25%
$65.5B
$363,000 0.05% of portfolio
8,374
Q1 2025 Added 9.41%
$54.8B
$363,000 0.05% of portfolio
482
Q2 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $701 Million
  • Prior Value $632 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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