Lvw Advisors, LLC Portfolio Holdings
Lvw Advisors, LLC
- $908 Million
- Q4 2025
Lvw Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $908 Million distributed in 341 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $76.6M, Schwab Strategic Tr Us Dividen with a value of $60.7M, Schwab Short Term Us Treasury with a value of $50.5M, Vanguard Russell 1000 Growth E with a value of $50M, and Ishares Barclays 0 5 Year Tips with a value of $42M.
Examining the 13F form we can see an decrease of $8.04M in the current position value, from $916M to 908M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$908 Million
ETFs: $541 Million
Technology: $123 Million
Financial Services: $65.6 Million
Healthcare: $38 Million
Communication Services: $32.9 Million
Consumer Cyclical: $30.6 Million
Industrials: $29.2 Million
Consumer Defensive: $18.4 Million
Other: $28.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 341
- Current Value $908 Million
- Prior Value $916 Million
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 27 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks