Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025

Lvw Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $916 Million distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $75.4M, Schwab Strategic Tr Us Dividen with a value of $64.4M, Vanguard Russell 1000 Growth E with a value of $54.5M, Schwab Short Term Us Treasury with a value of $48.4M, and Ishares Barclays 0 5 Year Tips with a value of $41.5M.

Examining the 13F form we can see an increase of $54.3M in the current position value, from $862M to 916M.

Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $916 Million
ETFs: $546 Million
Technology: $123 Million
Financial Services: $60.8 Million
Healthcare: $34.5 Million
Communication Services: $33.7 Million
Industrials: $32 Million
Consumer Cyclical: $31.5 Million
Consumer Defensive: $21.7 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$2.39 Million 0.26% of portfolio
15,417
Q3 2025 Added 17.66%
$96.4B
$2.42 Million 0.26% of portfolio
19,593
Q3 2025 Reduced 5.56%
$279B
$2.26 Million 0.25% of portfolio
21,896
Q3 2025 Reduced 3.63%
$156B
$2.21 Million 0.24% of portfolio
19,949
Q3 2025 Added 1.38%
$404B
$2.17 Million 0.24% of portfolio
2,346
Q3 2025 Added 3.17%
$490B
$2.2 Million 0.24% of portfolio
19,550
Q3 2025 Reduced 1.69%
$3.41B
$2.18 Million 0.24% of portfolio
121,862
Q3 2025 Reduced 3.1%
$0
$2.08 Million 0.23% of portfolio
88,644
Q3 2025 Added 8.6%
$224B
$2.12 Million 0.23% of portfolio
6,963
Q3 2025 Reduced 2.83%
$159B
$2.11 Million 0.23% of portfolio
4,345
Q3 2025 Added 2.0%
$1.46T
$1.98 Million 0.22% of portfolio
7,087
Q3 2025 Added 8.46%
$98.6B
$1.98 Million 0.22% of portfolio
20,872
Q3 2025 Reduced 3.56%
$35B
$2 Million 0.22% of portfolio
17,441
Q3 2025 Added 1.04%
$306B
$1.98 Million 0.22% of portfolio
29,817
Q3 2025 Reduced 14.82%
$172B
$2.02 Million 0.22% of portfolio
45,898
Q3 2025 Reduced 8.12%
$140B
$1.88 Million 0.2% of portfolio
7,464
Q3 2025 Reduced 5.35%
$62.3B
$1.83 Million 0.2% of portfolio
16,271
Q3 2025 Reduced 4.74%
$0
$1.86 Million 0.2% of portfolio
66,757
Q3 2025 Reduced 8.1%
$73.7B
$1.71 Million 0.19% of portfolio
6,248
Q3 2025 Reduced 1.3%
$228B
$1.78 Million 0.19% of portfolio
13,310
Q3 2025 Reduced 1.69%
$183B
$1.79 Million 0.19% of portfolio
6,326
Q3 2025 Added 3.74%
$258B
$1.65 Million 0.18% of portfolio
9,847
Q3 2025 Reduced 11.38%
$107B
$1.61 Million 0.18% of portfolio
2,118
Q3 2025 Reduced 7.15%
$235B
$1.64 Million 0.18% of portfolio
19,532
Q3 2025 Added 3.25%
$136B
$1.53 Million 0.17% of portfolio
3,592
Q3 2025 Reduced 1.29%
$453B
$1.51 Million 0.16% of portfolio
2
Q1 2025 New
$0
$1.5 Million 0.16% of portfolio
10,609
Q3 2025 Added 15.32%
$413B
$1.33 Million 0.15% of portfolio
25,777
Q3 2025 Added 5.34%
$76.2B
$1.4 Million 0.15% of portfolio
2,876
Q3 2025 Reduced 1.13%
$29.2B
$1.38 Million 0.15% of portfolio
42,299
Q3 2025 Reduced 0.6%
$34.9B
$1.25 Million 0.14% of portfolio
5,233
Q3 2025 Added 0.13%
$74.3B
$1.25 Million 0.14% of portfolio
6,242
Q3 2025 Added 2.48%
$0
$1.16 Million 0.13% of portfolio
3,547
Q3 2025 Added 1.63%
$255B
$1.16 Million 0.13% of portfolio
3,479
Q3 2025 Added 6.59%
$168B
$1.23 Million 0.13% of portfolio
16,289
Q3 2025 Added 21.89%
$405B
$1.16 Million 0.13% of portfolio
1,194
Q3 2025 Reduced 5.31%
$87.8B
$1.16 Million 0.13% of portfolio
2,444
Q3 2025 Reduced 0.73%
$277B
$1.18 Million 0.13% of portfolio
15,317
Q3 2025 Reduced 4.09%
$120B
$1.21 Million 0.13% of portfolio
38,610
Q3 2025 Reduced 28.53%
$114B
$1.22 Million 0.13% of portfolio
10,666
Q3 2025 Added 108.61%
$181B
$1.14 Million 0.12% of portfolio
11,624
Q3 2025 Added 3.73%
$0
$1.08 Million 0.12% of portfolio
9,471
Q3 2025 Reduced 4.09%
$89.3B
$1.11 Million 0.12% of portfolio
10,229
Q3 2025 Reduced 23.47%
$6B
$1.08 Million 0.12% of portfolio
15,677
Q3 2025 Reduced 12.82%
$279B
$1.12 Million 0.12% of portfolio
4,201
Q3 2025 Reduced 7.14%
$0
$1.12 Million 0.12% of portfolio
22,403
Q3 2025 Added 7.04%
$29.6B
$1.12 Million 0.12% of portfolio
3,365
Q3 2025 Reduced 9.18%
$593B
$1.04 Million 0.11% of portfolio
3,715
Q3 2025 Added 24.87%
$45.2B
$1 Million 0.11% of portfolio
1,764
Q3 2025 Added 4.32%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $916 Million
  • Prior Value $862 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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