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
$23B
$445,000 0.05% of portfolio
4,341
Q3 2025 Added 13.28%
$23.2B
$476,000 0.05% of portfolio
9,725
Q3 2025 Added 0.28%
$12.7B
$495,000 0.05% of portfolio
5,317
Q3 2025 Reduced 11.77%
$32.3B
$425,000 0.05% of portfolio
2,152
Q3 2025 Added 7.06%
$0
$500,000 0.05% of portfolio
9,236
Q3 2025 Added 19.78%
$115B
$454,000 0.05% of portfolio
927
Q3 2025 Added 16.75%
$36B
$433,000 0.05% of portfolio
4,317
Q3 2025 Reduced 31.18%
$0
$500,000 0.05% of portfolio
9,870
Q3 2025 Reduced 26.16%
$0
$428,000 0.05% of portfolio
4,104
Q3 2025 New
$388B
$433,000 0.05% of portfolio
2,679
Q3 2025 Added 41.6%
$57.9B
$498,000 0.05% of portfolio
2,324
Q3 2025 Added 1.62%
$23.3B
$377,000 0.04% of portfolio
14,325
Q3 2025 Added 25.68%
$187B
$407,000 0.04% of portfolio
2,452
Q3 2025 Reduced 2.0%
$27B
$347,000 0.04% of portfolio
2,627
Q3 2025 Reduced 49.19%
$5.79B
$383,000 0.04% of portfolio
2,981
Q3 2025 Reduced 11.07%
$132B
$355,000 0.04% of portfolio
1,439
Q3 2025 Added 35.5%
$123B
$383,000 0.04% of portfolio
550
Q3 2025 Added 2.04%
$136B
$370,000 0.04% of portfolio
1,001
Q3 2025 Added 0.1%
$25.7B
$323,000 0.04% of portfolio
2,193
Q3 2025 Added 8.56%
$46.1B
$408,000 0.04% of portfolio
4,493
Q3 2025 Added 0.07%
$14.3B
$368,000 0.04% of portfolio
6,118
Q3 2025 Reduced 7.62%
$128B
$390,000 0.04% of portfolio
20,303
Q3 2025 Reduced 8.17%
$123B
$363,000 0.04% of portfolio
6,848
Q3 2025 Reduced 5.64%
$181B
$378,000 0.04% of portfolio
36,128
Q3 2025 Reduced 6.6%
$29.2B
$365,000 0.04% of portfolio
8,202
Q3 2025 Added 1.5%
$1.26B
$345,000 0.04% of portfolio
34,627
Q3 2025 Added 14.12%
$4.9B
$329,000 0.04% of portfolio
2,441
Q3 2025 Reduced 12.63%
$44B
$369,000 0.04% of portfolio
247
Q3 2025 Added 6.93%
$0
$354,000 0.04% of portfolio
3,442
Q3 2025 Reduced 13.8%
$1.19B
$367,000 0.04% of portfolio
86,880
Q2 2025 Reduced 22.35%
$0
$343,000 0.04% of portfolio
1,352
Q1 2025 Added 28.03%
$0
$383,000 0.04% of portfolio
5,627
Q3 2025 New
$6.49B
$353,000 0.04% of portfolio
790
Q3 2025 Reduced 11.93%
$1.5B
$389,000 0.04% of portfolio
20,654
Q3 2025 Added 17.61%
$136B
$360,000 0.04% of portfolio
1,526
Q3 2025 Reduced 22.1%
$21.5B
$353,000 0.04% of portfolio
4,821
Q3 2025 Reduced 0.95%
$111B
$380,000 0.04% of portfolio
971
Q3 2025 Added 19.43%
$0
$411,000 0.04% of portfolio
1,127
Q4 2024 New
$0
$362,000 0.04% of portfolio
17,778
Q3 2025 Added 0.76%
$0
$373,000 0.04% of portfolio
797
Q2 2025 Added 0.13%
$0
$325,000 0.04% of portfolio
1,600
Q3 2025 Reduced 19.64%
$53B
$403,000 0.04% of portfolio
4,228
Q3 2025 Added 19.84%
$9.12B
$325,000 0.04% of portfolio
3,558
Q3 2025 New
$0
$343,000 0.04% of portfolio
3,409
Q3 2025 New
$11.6B
$360,000 0.04% of portfolio
9,886
Q3 2025 Reduced 5.9%
$84.9B
$407,000 0.04% of portfolio
2,421
Q3 2025 Reduced 5.28%
$25.4B
$371,000 0.04% of portfolio
13,655
Q3 2025 Added 0.04%
$0
$377,000 0.04% of portfolio
628
Q3 2025 Reduced 16.82%
$17.2B
$321,000 0.04% of portfolio
2,904
Q3 2025 Added 4.65%

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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