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

TickerCompanySharesValueWeight
SPYMSPDR SERIES TRUST1,241,597$109M9.4%
VEAVANGUARD TAX-MANAGED FDS1,140,123$81M7.0%
SCHOSCHWAB STRATEGIC TR2,182,846$53M4.6%
STIPISHARES TR431,464$44M3.8%
AAPLAPPLE INC139,990$41M3.5%
CGGOCAPITAL GROUP GBL GROWTH EQT955,271$40M3.5%
BIVVANGUARD BD INDEX FDS494,779$38M3.3%
VONGVANGUARD SCOTTSDALE FDS288,259$37M3.2%
SCHDSCHWAB STRATEGIC TR1,158,802$37M3.2%
SUBISHARES TR253,970$27M2.3%

Track Lvw Advisors's 13F portfolio: $1.2B in reported holdings, 500 positions. Top holdings and quarterly changes on SentiSense.

This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}