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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$2.44 Million 0.27% of portfolio
20,760
Q4 2025 Added 6.19%
$279B
$2.26 Million 0.25% of portfolio
21,947
Q4 2025 Added 0.23%
$235B
$2.3 Million 0.25% of portfolio
24,771
Q4 2025 Added 26.82%
$224B
$2.29 Million 0.25% of portfolio
7,506
Q4 2025 Added 7.8%
$96.4B
$2.27 Million 0.25% of portfolio
18,156
Q4 2025 Reduced 7.33%
$19B
$2.18 Million 0.24% of portfolio
11,653
Q4 2025 Reduced 5.24%
$3.41B
$2.16 Million 0.24% of portfolio
117,862
Q4 2025 Reduced 3.28%
$49.1B
$2.16 Million 0.24% of portfolio
19,547
Q4 2025 Added 822.9%
$237B
$2.05 Million 0.23% of portfolio
13,391
Q4 2025 Reduced 21.05%
$40.4B
$2.07 Million 0.23% of portfolio
18,449
Q4 2025 Reduced 2.83%
$303B
$2.04 Million 0.22% of portfolio
13,189
Q4 2025 Reduced 14.45%
$404B
$1.98 Million 0.22% of portfolio
2,167
Q4 2025 Reduced 7.63%
$1.46T
$1.89 Million 0.21% of portfolio
6,698
Q4 2025 Reduced 5.49%
$159B
$1.94 Million 0.21% of portfolio
3,972
Q4 2025 Reduced 8.58%
$62.3B
$1.92 Million 0.21% of portfolio
15,860
Q4 2025 Reduced 2.53%
$35B
$1.84 Million 0.2% of portfolio
16,591
Q4 2025 Reduced 4.87%
$107B
$1.75 Million 0.19% of portfolio
2,100
Q4 2025 Reduced 0.85%
$136B
$1.7 Million 0.19% of portfolio
3,592
Q3 2025 Reduced 1.29%
$0
$1.74 Million 0.19% of portfolio
63,285
Q4 2025 Reduced 5.2%
$258B
$1.69 Million 0.19% of portfolio
9,616
Q4 2025 Reduced 2.35%
$172B
$1.66 Million 0.18% of portfolio
40,450
Q4 2025 Reduced 11.87%
$0
$1.6 Million 0.18% of portfolio
6,751
Q4 2025 Reduced 11.21%
$0
$1.66 Million 0.18% of portfolio
14,464
Q4 2025 Added 52.72%
$168B
$1.66 Million 0.18% of portfolio
19,367
Q4 2025 Added 18.9%
$140B
$1.54 Million 0.17% of portfolio
6,842
Q4 2025 Reduced 8.33%
$114B
$1.52 Million 0.17% of portfolio
12,295
Q4 2025 Added 15.27%
$413B
$1.56 Million 0.17% of portfolio
30,343
Q4 2025 Added 17.71%
$98.6B
$1.55 Million 0.17% of portfolio
17,091
Q4 2025 Reduced 18.12%
$453B
$1.51 Million 0.17% of portfolio
2
Q1 2025 New
$228B
$1.42 Million 0.16% of portfolio
10,907
Q4 2025 Reduced 18.05%
$0
$1.35 Million 0.15% of portfolio
26,908
Q4 2025 Added 20.11%
$73.7B
$1.37 Million 0.15% of portfolio
5,306
Q4 2025 Reduced 15.08%
$87.8B
$1.25 Million 0.14% of portfolio
2,607
Q4 2025 Added 6.67%
$0
$1.31 Million 0.14% of portfolio
9,289
Q4 2025 Reduced 12.44%
$74.3B
$1.25 Million 0.14% of portfolio
6,788
Q4 2025 Added 8.75%
$29.6B
$1.14 Million 0.13% of portfolio
3,074
Q4 2025 Reduced 8.65%
$0
$1.17 Million 0.13% of portfolio
3,556
Q4 2025 Added 0.25%
$255B
$1.15 Million 0.13% of portfolio
3,356
Q4 2025 Reduced 3.54%
$76.2B
$1.13 Million 0.12% of portfolio
2,701
Q4 2025 Reduced 6.08%
$277B
$1.09 Million 0.12% of portfolio
12,145
Q4 2025 Reduced 20.71%
$405B
$1.12 Million 0.12% of portfolio
1,100
Q4 2025 Reduced 7.87%
$265B
$987,000 0.11% of portfolio
1,273
Q4 2025 Added 29.9%
$300B
$1.04 Million 0.11% of portfolio
3,258
Q4 2025 Added 82.83%
$67.3B
$1.03 Million 0.11% of portfolio
3,583
Q4 2025 Added 1.27%
$45.2B
$985,000 0.11% of portfolio
1,744
Q4 2025 Reduced 1.13%
$193B
$1.01 Million 0.11% of portfolio
1,842
Q4 2025 Added 14.62%
$144B
$954,000 0.11% of portfolio
2,005
Q4 2025 Reduced 5.07%
$0
$997,000 0.11% of portfolio
22,262
Q4 2025 Reduced 1.92%
$6B
$979,000 0.11% of portfolio
14,833
Q4 2025 Reduced 5.38%

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
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