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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.9B
$363,000 0.05% of portfolio
8,374
Q1 2025 Added 9.41%
$65B
$363,000 0.05% of portfolio
482
Q2 2025 Added 0.21%
$0
$383,000 0.05% of portfolio
8,638
Q2 2024 Added 1.77%
$0
$374,000 0.05% of portfolio
2,640
Q1 2025 Reduced 1.01%
$17.3B
$246,000 0.04% of portfolio
3,246
Q4 2024 Reduced 0.03%
$0
$310,000 0.04% of portfolio
708
Q2 2025 Added 31.11%
$0
$251,000 0.04% of portfolio
5,588
Q2 2025 Reduced 17.56%
$1.47T
$255,000 0.04% of portfolio
1,438
Q2 2025 Added 0.91%
$93.7B
$254,000 0.04% of portfolio
500
Q2 2025 New
$0
$255,000 0.04% of portfolio
5,123
Q4 2023 New
$0
$277,000 0.04% of portfolio
3,017
Q2 2025 Added 20.68%
$0
$256,000 0.04% of portfolio
5,062
Q2 2025 Reduced 32.86%
$0
$294,000 0.04% of portfolio
13,785
Q2 2025 Reduced 9.4%
$31.3B
$305,000 0.04% of portfolio
7,421
Q1 2025 Reduced 9.1%
$20.1B
$266,000 0.04% of portfolio
8,121
Q2 2025 New
$129B
$224,000 0.03% of portfolio
1,500
Q3 2024 New
$0
$216,000 0.03% of portfolio
382
Q2 2025 New
$177B
$240,000 0.03% of portfolio
456
Q2 2024 New
$0
$207,000 0.03% of portfolio
470
Q2 2025 New
$0
$188,000 0.03% of portfolio
12,682
Q2 2025 Reduced 10.75%
$632M
$234,000 0.03% of portfolio
7,149
Q2 2025 New
$0
$229,000 0.03% of portfolio
5,908
Q4 2023 New
$0
$210,000 0.03% of portfolio
5,128
Q2 2025 New
$0
$241,000 0.03% of portfolio
3,323
Q4 2023 Reduced 13.42%
$0
$210,000 0.03% of portfolio
3,421
Q4 2024 Reduced 6.81%
$0
$241,000 0.03% of portfolio
6,402
Q2 2025 Reduced 15.12%
$0
$234,000 0.03% of portfolio
2,494
Q1 2024 New
$0
$210,000 0.03% of portfolio
1,337
Q2 2025 New
$0
$200,000 0.03% of portfolio
10,053
Q2 2025 Reduced 0.15%
$1.25T
$230,000 0.03% of portfolio
727
Q2 2025 New
$63.6B
$209,000 0.03% of portfolio
818
Q2 2025 New
$466B
$202,000 0.03% of portfolio
1,323
Q2 2025 Added 2.72%
$0
$158,000 0.02% of portfolio
36,191
Q4 2024 Reduced 29.3%
$0
$133,000 0.02% of portfolio
15,490
Q2 2025 Reduced 6.32%
$0
$137,000 0.02% of portfolio
10,935
Q2 2025 Reduced 23.72%
$0
$163,000 0.02% of portfolio
29,855
Q4 2022 Added 16.71%
$0
$78,000 0.01% of portfolio
13,506
Q1 2024 Reduced 14.06%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.48%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 44.82%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 New
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q2 2025 Added 12.19%
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.5%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.79%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 New
Franklin Templeton ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.24%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.35%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.57%
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.88%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Added 19.03%

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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