Lvz, Inc. Portfolio Holdings

Lvz, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $632 Million distributed in 148 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 $89.3M, Ishares S&P 500 Value ETF with a value of $84M, Ishares S&P 500 Growth ETF with a value of $78.5M, Dimensional ETF Tr Dimensional with a value of $66.6M, and Dimensional ETF Tr with a value of $64.5M.

Examining the 13F form we can see an decrease of $38.4M in the current position value, from $670M to 632M.

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