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