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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVW Ishares S&P 500 Growth ETF ETFs	$0	$124 Million 16.72% of portfolio	1,026,958	Q3 2025 Added 19.45%
IVE Ishares S&P 500 Value ETF ETFs	$0	$123 Million 16.58% of portfolio	595,326	Q3 2025 Added 32.41%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$106 Million 14.36% of portfolio	2,800,749	Q3 2025 Added 1.94%
DFAI Dimensional ETF Tr ETFs	$0	$67.8 Million 9.14% of portfolio	1,864,707	Q3 2025 Reduced 9.34%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$67.7 Million 9.13% of portfolio	1,793,245	Q3 2025 Reduced 12.39%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$62.8 Million 8.46% of portfolio	997,493	Q3 2025 Added 48.47%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$33.7 Million 4.55% of portfolio	336,222	Q3 2025 Added 1.1%
IVV Ishares Core S&P 500 ETF ETFs	$0	$7.52 Million 1.01% of portfolio	11,236	Q3 2025 Added 10.26%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.27 Million 0.98% of portfolio	49,915	Q3 2025 Added 19.7%
BIBL Northern Lts Fd Tr Iv ETFs	$0	$6.69 Million 0.9% of portfolio	150,581	Q3 2025 Reduced 0.3%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$6.44 Million 0.87% of portfolio	88,904	Q3 2025 Added 16.26%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$5.34 Million 0.72% of portfolio	124,927	Q3 2025 Added 17.32%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.16 Million 0.7% of portfolio	79,019	Q3 2025 Reduced 92.83%
RDVY First Trust Rising Dividend Ac ETFs	$0	$4.74 Million 0.64% of portfolio	70,448	Q3 2025 Added 32.93%
IBD Northern Lts Fd Tr Iv Inspire ETFs	$0	$4.42 Million 0.6% of portfolio	183,101	Q3 2025 Added 1.74%
TPLC Timothy Plan U S Large/Mid Cap ETFs	$0	$3.9 Million 0.53% of portfolio	84,275	Q3 2025 Added 38.82%
FTC First Tr Lge Cap Growth ETFs	$0	$3.95 Million 0.53% of portfolio	24,555	Q3 2025 Added 22.06%
TPIF Timothy Plan Intl ETF (De) ETFs	$0	$2.83 Million 0.38% of portfolio	84,831	Q3 2025 Reduced 12.52%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.75 Million 0.37% of portfolio	23,127	Q3 2025 Reduced 15.5%
HYG Ishares Tr ETFs	$0	$2.41 Million 0.33% of portfolio	29,740	Q3 2025 Reduced 2.6%
IWC Russell Micro Cap ETF ETFs	$0	$2.1 Million 0.28% of portfolio	14,087	Q3 2025 Reduced 3.76%
FDT First Trust Developed Markets ETFs	$0	$2.08 Million 0.28% of portfolio	27,612	Q3 2025 Reduced 16.96%
FVAL Fidelity Covington Tr Value Fa ETFs	$0	$1.9 Million 0.26% of portfolio	27,544	Q3 2025 Reduced 2.71%
FQAL Fidelity Covington Tr Quality ETFs	$0	$1.89 Million 0.25% of portfolio	25,307	Q3 2025 Reduced 2.47%
IEMG Ishares Inc ETFs	$0	$1.58 Million 0.21% of portfolio	29,462	Q3 2025 Reduced 2.7%
OEF Ishares S&P 100 ETF ETFs	$0	$1.57 Million 0.21% of portfolio	5,893	Q3 2025 Reduced 5.09%
FTHI First Trust Exchange Traded Fd ETFs	$0	$1.48 Million 0.2% of portfolio	62,324	Q3 2025 Added 0.62%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$1.43 Million 0.19% of portfolio	20,959	Q3 2025 Reduced 20.06%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$1.32 Million 0.18% of portfolio	19,442	Q3 2025 Reduced 26.76%
IEFA Ishares Tr ETFs	$0	$1.32 Million 0.18% of portfolio	15,144	Q3 2025 Reduced 15.01%
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.25 Million 0.17% of portfolio	10,581	Q3 2025 Added 0.77%
HYLS First Tr Tactical High Yield L ETFs	$0	$1.18 Million 0.16% of portfolio	28,112	Q3 2025 Reduced 3.38%
FNX First Tr Mid Cap Core Alphadex ETFs	$0	$1.19 Million 0.16% of portfolio	9,527	Q3 2025 Reduced 41.46%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$1.17 Million 0.16% of portfolio	30,023	Q3 2025 Reduced 52.21%
IPAC Ishares Tr Ishares Core Msci P ETFs	$0	$1.18 Million 0.16% of portfolio	16,119	Q3 2025 New
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$998,000 0.13% of portfolio	19,687	Q3 2025 Added 1.56%
FDVV Fidelity High Dividend ETF ETFs	$0	$978,000 0.13% of portfolio	17,560	Q3 2025 Reduced 6.72%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$873,000 0.12% of portfolio	17,209	Q3 2025 Added 0.65%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$913,000 0.12% of portfolio	27,323	Q3 2025 Added 12.6%
NEAR Blackrock Short Maturity Bond ETFs	$0	$886,000 0.12% of portfolio	17,284	Q3 2025 Added 0.65%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$797,000 0.11% of portfolio	1,197	Q3 2025 Reduced 2.29%
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$686,000 0.09% of portfolio	14,668	Q4 2024 Added 30.73%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$621,000 0.08% of portfolio	9,912	Q3 2025 Reduced 4.53%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$556,000 0.07% of portfolio	927	Q3 2025 Reduced 4.63%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$413,000 0.06% of portfolio	3,049	Q3 2025 Reduced 0.1%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$480,000 0.06% of portfolio	8,407	Q3 2025 Reduced 3.89%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$410,000 0.06% of portfolio	2,640	Q1 2025 Reduced 1.01%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$472,000 0.06% of portfolio	25,932	Q3 2025 Reduced 4.48%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$343,000 0.05% of portfolio	10,130	Q3 2025 Reduced 4.52%
SLV I Shares Silver Trust ETFs	$23.1B	$344,000 0.05% of portfolio	8,121	Q2 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvz, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lvz, Inc. with notifications on news.

Account