Lvw Advisors
$1.0B Assets Reported
459 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 1,158,465 | $89M | 8.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,169,707 | $75M | 7.1% |
| SCHO | SCHWAB STRATEGIC TR | 2,112,985 | $51M | 4.9% |
| STIP | ISHARES TR | 418,646 | $43M | 4.1% |
| SCHD | SCHWAB STRATEGIC TR | 1,348,255 | $41M | 3.9% |
| BIV | VANGUARD BD INDEX FDS | 465,127 | $36M | 3.4% |
| AAPL | APPLE INC | 139,611 | $35M | 3.4% |
| VONG | VANGUARD SCOTTSDALE FDS | 319,679 | $35M | 3.3% |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1,044,217 | $35M | 3.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 42,634 | $28M | 2.6% |
Track Lvw Advisors's 13F portfolio: $1.0B in reported holdings, 459 positions. Top holdings, AUM, and quarterly changes on SentiSense.