Lvz
$984M 13F equity value
183 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lvz 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 |
|---|---|---|---|---|
| IVW | ISHARES TR | 1,036,902 | $143M | 14.5% |
| IVE | ISHARES TR | 575,983 | $131M | 13.3% |
| DFAI | DIMENSIONAL ETF TRUST | 2,918,971 | $120M | 12.2% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2,704,072 | $117M | 11.9% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 1,015,715 | $73M | 7.5% |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 3,242,759 | $68M | 6.9% |
| JBND | J P MORGAN EXCHANGE TRADED F | 964,908 | $52M | 5.2% |
| AGG | ISHARES TR | 359,346 | $36M | 3.6% |
| DUHP | DIMENSIONAL ETF TRUST | 700,148 | $29M | 3.0% |
| DFUS | DIMENSIONAL ETF TRUST | 123,390 | $10M | 1.0% |
Track Lvz's 13F portfolio: $984M in reported holdings, 183 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}