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
$0
$975,000 0.11% of portfolio
22,698
Q3 2025 Reduced 8.64%
$144B
$965,000 0.11% of portfolio
2,112
Q3 2025 Reduced 3.07%
$67.3B
$987,000 0.11% of portfolio
3,538
Q3 2025 Added 2.11%
$16.7B
$969,000 0.11% of portfolio
1,832
Q3 2025 Reduced 12.43%
$61.6B
$982,000 0.11% of portfolio
34,715
Q3 2025 Reduced 1.0%
$35.1B
$968,000 0.11% of portfolio
7,787
Q3 2025 Reduced 24.6%
$84B
$1.04 Million 0.11% of portfolio
5,429
Q3 2025 Reduced 24.8%
$20.5B
$948,000 0.1% of portfolio
12,384
Q3 2025 Reduced 13.16%
$19.3B
$898,000 0.1% of portfolio
9,642
Q3 2025 Added 0.05%
$14.2B
$931,000 0.1% of portfolio
5,253
Q3 2025 Reduced 12.9%
$270B
$958,000 0.1% of portfolio
6,031
Q3 2025 Reduced 1.02%
$265B
$780,000 0.09% of portfolio
980
Q3 2025 Reduced 3.64%
$346B
$787,000 0.09% of portfolio
5,128
Q3 2025 Reduced 26.25%
$328B
$865,000 0.09% of portfolio
2,877
Q3 2025 Added 24.33%
$35.8B
$803,000 0.09% of portfolio
2,935
Q3 2025 Reduced 18.02%
$8.19B
$812,000 0.09% of portfolio
17,280
Q3 2025 Reduced 12.91%
$11.9B
$854,000 0.09% of portfolio
16,598
Q3 2025 Reduced 13.84%
$22.5B
$811,000 0.09% of portfolio
12,541
Q3 2025 Reduced 31.09%
$75.4B
$850,000 0.09% of portfolio
6,481
Q3 2025 Added 10.92%
$266B
$739,000 0.08% of portfolio
2,620
Q3 2025 Reduced 19.41%
$109B
$755,000 0.08% of portfolio
13,608
Q3 2025 Reduced 1.93%
$23.5B
$775,000 0.08% of portfolio
1,324
Q3 2025 Reduced 13.24%
$91.4B
$688,000 0.08% of portfolio
4,434
Q3 2025 Reduced 1.25%
$317B
$731,000 0.08% of portfolio
8,730
Q3 2025 Added 20.95%
$182B
$747,000 0.08% of portfolio
1,094
Q3 2025 Added 6.42%
$193B
$718,000 0.08% of portfolio
1,607
Q3 2025 Reduced 7.43%
$173B
$730,000 0.08% of portfolio
10,643
Q3 2025 Reduced 5.38%
$47.4B
$741,000 0.08% of portfolio
10,963
Q3 2025 Added 21.81%
$193B
$776,000 0.08% of portfolio
6,784
Q3 2025 Added 0.76%
$13.4B
$758,000 0.08% of portfolio
10,777
Q3 2025 Reduced 3.2%
$163B
$723,000 0.08% of portfolio
1,007
Q3 2025 New
$75.2B
$713,000 0.08% of portfolio
20,147
Q3 2025 Reduced 5.95%
$197B
$750,000 0.08% of portfolio
3,666
Q3 2025 Reduced 3.42%
$41.3B
$744,000 0.08% of portfolio
8,925
Q3 2025 Reduced 0.2%
$25.4B
$707,000 0.08% of portfolio
2,759
Q3 2025 Reduced 12.38%
$98.1B
$713,000 0.08% of portfolio
4,179
Q3 2025 Added 10.41%
$44.1B
$758,000 0.08% of portfolio
9,406
Q3 2025 Added 8.0%
$28.7B
$746,000 0.08% of portfolio
12,717
Q3 2025 Reduced 16.78%
$2.7B
$698,000 0.08% of portfolio
12,826
Q3 2025 Added 11.67%
$0
$698,000 0.08% of portfolio
9,322
Q3 2025 Reduced 7.62%
$55.6B
$772,000 0.08% of portfolio
5,280
Q3 2025 Reduced 10.14%
$42.6B
$760,000 0.08% of portfolio
5,699
Q3 2025 Added 5.24%
$123B
$637,000 0.07% of portfolio
1,278
Q3 2025 Reduced 12.82%
$121B
$682,000 0.07% of portfolio
883
Q3 2025 Added 30.62%
$0
$664,000 0.07% of portfolio
10,181
Q3 2025 Added 30.13%
$59.6B
$602,000 0.07% of portfolio
2,807
Q3 2025 Added 42.13%
$174B
$670,000 0.07% of portfolio
4,513
Q3 2025 Reduced 7.22%
$62.7B
$676,000 0.07% of portfolio
8,209
Q3 2025 Reduced 10.24%
$65.7B
$603,000 0.07% of portfolio
7,546
Q3 2025 Reduced 26.68%

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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