Lvw Advisors
$1.2B 13F equity value
500 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lvw Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 1,241,597 | $109M | 9.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,140,123 | $81M | 7.0% |
| SCHO | SCHWAB STRATEGIC TR | 2,182,846 | $53M | 4.6% |
| STIP | ISHARES TR | 431,464 | $44M | 3.8% |
| AAPL | APPLE INC | 139,990 | $41M | 3.5% |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 955,271 | $40M | 3.5% |
| BIV | VANGUARD BD INDEX FDS | 494,779 | $38M | 3.3% |
| VONG | VANGUARD SCOTTSDALE FDS | 288,259 | $37M | 3.2% |
| SCHD | SCHWAB STRATEGIC TR | 1,158,802 | $37M | 3.2% |
| SUB | ISHARES TR | 253,970 | $27M | 2.3% |
Track Lvw Advisors's 13F portfolio: $1.2B in reported holdings, 500 positions. Top holdings and quarterly changes on SentiSense.
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