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