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
$300B
$615,000 0.07% of portfolio
1,782
Q3 2025 Added 22.9%
$5.52B
$660,000 0.07% of portfolio
4,600
Q3 2025 Reduced 10.82%
$79.2B
$601,000 0.07% of portfolio
12,584
Q3 2025 Reduced 5.95%
$13.2B
$617,000 0.07% of portfolio
2,720
Q3 2025 Reduced 12.26%
$9.59B
$627,000 0.07% of portfolio
2,025
Q3 2025 Reduced 11.84%
$170B
$603,000 0.07% of portfolio
4,173
Q3 2025 Added 0.41%
$130B
$652,000 0.07% of portfolio
1,836
Q3 2025 Added 41.67%
$42.9B
$639,000 0.07% of portfolio
5,509
Q3 2025 Added 6.8%
$46.8B
$605,000 0.07% of portfolio
635
Q3 2025 Reduced 33.92%
$161B
$578,000 0.06% of portfolio
536
Q3 2025 Added 13.08%
$3.84B
$580,000 0.06% of portfolio
9,467
Q3 2025 Reduced 1.09%
$69.4B
$514,000 0.06% of portfolio
6,275
Q2 2025 Added 3.8%
$169B
$585,000 0.06% of portfolio
636
Q3 2025 Added 6.18%
$79.6B
$550,000 0.06% of portfolio
4,452
Q3 2025 Added 25.9%
$36B
$517,000 0.06% of portfolio
17,961
Q3 2025 Reduced 14.78%
$32.5B
$526,000 0.06% of portfolio
638
Q3 2025 Added 0.16%
$55.8B
$514,000 0.06% of portfolio
3,712
Q3 2025 Added 29.74%
$191B
$518,000 0.06% of portfolio
96
Q3 2025 Added 6.67%
$7.8B
$543,000 0.06% of portfolio
4,235
Q3 2025 Reduced 11.66%
$38.4B
$520,000 0.06% of portfolio
2,810
Q3 2025 Reduced 10.96%
$39.9B
$559,000 0.06% of portfolio
5,392
Q3 2025 Reduced 0.22%
$19.2B
$505,000 0.06% of portfolio
6,194
Q3 2025 New
$11.4B
$591,000 0.06% of portfolio
1,462
Q3 2025 Reduced 12.14%
$0
$512,000 0.06% of portfolio
765
Q3 2025 Reduced 1.03%
$0
$554,000 0.06% of portfolio
2,852
Q3 2025 Added 64.86%
$64.7B
$556,000 0.06% of portfolio
4,960
Q3 2025 Reduced 28.88%
$12.5B
$566,000 0.06% of portfolio
1,907
Q3 2025 Reduced 12.0%
$74.1B
$514,000 0.06% of portfolio
1,891
Q3 2025 Added 20.99%
$12B
$505,000 0.06% of portfolio
3,391
Q3 2025 Reduced 12.54%
$11.5B
$529,000 0.06% of portfolio
8,767
Q3 2025 Reduced 29.64%
$17.7B
$520,000 0.06% of portfolio
1,909
Q3 2025 Reduced 34.82%
$132B
$542,000 0.06% of portfolio
2,577
Q3 2025 Added 9.33%
$5.3B
$460,000 0.05% of portfolio
4,309
Q3 2025 Reduced 12.19%
$0
$449,000 0.05% of portfolio
3,248
Q2 2025 Added 5.56%
$5.3B
$420,000 0.05% of portfolio
4,052
Q3 2025 Reduced 11.3%
$59.5B
$430,000 0.05% of portfolio
9,411
Q3 2025 Reduced 0.16%
$7.08B
$472,000 0.05% of portfolio
1,577
Q3 2025 Reduced 10.9%
$237B
$437,000 0.05% of portfolio
1,845
Q3 2025 Reduced 25.72%
$14.5B
$459,000 0.05% of portfolio
1,064
Q3 2025 Reduced 20.42%
$151B
$450,000 0.05% of portfolio
1,276
Q3 2025 Reduced 1.31%
$64.5B
$434,000 0.05% of portfolio
1,342
Q3 2025 Added 41.26%
$1.62B
$465,000 0.05% of portfolio
16,861
Q3 2025 Reduced 2.89%
$45.2B
$428,000 0.05% of portfolio
7,179
Q3 2025 Added 0.29%
$24.1B
$450,000 0.05% of portfolio
10,644
Q3 2025 Added 41.22%
$14.8B
$493,000 0.05% of portfolio
3,506
Q3 2025 Reduced 37.65%
$37.3B
$454,000 0.05% of portfolio
1,478
Q3 2025 Added 16.29%
$5.75B
$466,000 0.05% of portfolio
4,295
Q3 2025 Reduced 15.97%
$55.4B
$465,000 0.05% of portfolio
1,525
Q3 2025 Reduced 1.8%
$0
$421,000 0.05% of portfolio
9,090
Q2 2025 Reduced 55.7%

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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