Lvw Advisors, LLC Top Holdings and 13F Report (2026)

About Lvw Advisors, LLC

Investment Activity

Lvw Advisors, LLC has $1.05 billion in total holdings as of March 31, 2026.
Lvw Advisors, LLC owns shares of 435 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 16.92% of the portfolio was purchased this quarter.
About 8.84% of the portfolio was sold this quarter.
This quarter, Lvw Advisors, LLC has purchased 341 new stocks and bought additional shares in 161 stocks.
Lvw Advisors, LLC sold shares of 133 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $88,668,912
Vanguard FTSE Developed Markets ETF: $74,954,840
Schwab Short-Term U.S. Treasury ETF: $51,282,149
iShares 0-5 Year TIPS Bond ETF: $43,300,532
Schwab US Dividend Equity ETF: $41,364,475

Largest New Holdings this Quarter

958102105 - Western Digital: $2,601,573 Holding
25179M103 - Devon Energy: $1,461,847 Holding
G7997R103 - Seagate Technology: $1,290,850 Holding
G0593M107 - AstraZeneca: $1,250,375 Holding
81369Y803 - Technology Select Sector SPDR Fund: $1,164,204 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 724,093 shares (about $55.42M)
SPDR S&P 500 ETF Trust: 37,381 shares (about $24.31M)
Vanguard FTSE Emerging Markets ETF: 126,976 shares (about $6.86M)
Western Digital: 9,618 shares (about $2.60M)
Vanguard Total Bond Market ETF: 26,585 shares (about $1.96M)

Largest Sales this Quarter

Schwab US Dividend Equity ETF: 880,712 shares (about $27.02M)
Schwab U.S. Large-Cap Growth ETF: 365,696 shares (about $10.65M)
Vanguard Russell 1000 Growth ETF: 92,948 shares (about $10.20M)
Vanguard FTSE Developed Markets ETF: 79,537 shares (about $5.10M)
Vanguard Growth ETF: 4,428 shares (about $1.93M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$88,668,912	$55,422,079 â–²	166.7%	1,158,465	8.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$74,954,840	$5,096,732 â–¼	-6.4%	1,169,707	7.1%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$51,282,149	$989,027 â–²	2.0%	2,112,985	4.9%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$43,300,532	$1,056,227 â–²	2.5%	418,646	4.1%	ETF
SCHD Schwab US Dividend Equity ETF	$41,364,475	$27,020,252 â–¼	-39.5%	1,348,255	3.9%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$35,898,502	$1,231,484 â–²	3.6%	465,127	3.4%	ETF
AAPL Apple	$35,431,765	$272,823 â–¼	-0.8%	139,611	3.4%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$35,065,595	$10,195,468 â–¼	-22.5%	319,679	3.3%	ETF
CGGO Capital Group Global Growth Equity ETF	$34,845,533	$784,996 â–¼	-2.2%	1,044,217	3.3%	ETF
SPY SPDR S&P 500 ETF Trust	$27,726,683	$24,310,436 â–²	711.6%	42,634	2.6%	Finance
AB ACTIVE ETFS INC	$24,717,237	$726,219 â–¼	-2.9%	977,159	2.4%	TAX AWARE INTERM
CAPITAL GROUP INTERNATIONAL	$24,623,632	$1,316,241 â–¼	-5.1%	728,079	2.3%	SHS
SUB iShares Short-Term National Muni Bond ETF	$24,531,342	$1,351,380 â–²	5.8%	230,341	2.3%	ETF
NVDA NVIDIA	$23,144,624	$930,773 â–¼	-3.9%	132,710	2.2%	Computer and Technology
VUG Vanguard Growth ETF	$20,737,178	$1,934,119 â–¼	-8.5%	47,476	2.0%	ETF
BND Vanguard Total Bond Market ETF	$16,043,579	$1,957,719 â–²	13.9%	217,865	1.5%	ETF
JPM JPMorgan Chase & Co.	$13,782,131	$883,078 â–²	6.8%	46,852	1.3%	Finance
MSFT Microsoft	$13,642,264	$361,657 â–¼	-2.6%	36,854	1.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$13,113,587	$1,427,452 â–¼	-9.8%	105,491	1.2%	ETF
GOOG Alphabet	$11,988,726	$518,355 â–²	4.5%	41,793	1.1%	Computer and Technology
AMZN Amazon.com	$11,379,457	$796,425 â–²	7.5%	54,638	1.1%	Retail/Wholesale
GOOGL Alphabet	$10,724,544	$1,737,437 â–²	19.3%	37,295	1.0%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$10,120,898	$10,652,724 â–¼	-51.3%	347,439	1.0%	ETF
AVGO Broadcom	$8,158,101	$199,635 â–¼	-2.4%	26,358	0.8%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$8,115,974	$527,196 â–²	6.9%	309,770	0.8%	ETF
BRK.B Berkshire Hathaway	$7,828,212	$1,167,811 â–²	17.5%	16,336	0.7%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$7,508,039	$6,863,060 â–²	1,064.1%	138,909	0.7%	ETF
VTWO Vanguard Russell 2000 ETF	$7,090,400	$1,784,620 â–²	33.6%	70,784	0.7%	ETF
META Meta Platforms	$6,215,653	$756,932 â–²	13.9%	10,864	0.6%	Computer and Technology
V Visa	$6,134,332	$57,728 â–²	1.0%	20,296	0.6%	Business Services
JNJ Johnson & Johnson	$5,920,261	$98,508 â–¼	-1.6%	24,220	0.6%	Medical
VOO Vanguard S&P 500 ETF	$5,650,195	$1,057,619 â–²	23.0%	9,456	0.5%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,567,157	$193,425 â–¼	-4.1%	58,062	0.4%	Manufacturing
SCHF Schwab International Equity ETF	$4,491,432	$115,434 â–¼	-2.5%	181,472	0.4%	ETF
ABBV AbbVie	$4,248,295	$425,199 â–²	11.1%	19,533	0.4%	Medical
TSLA Tesla	$4,010,068	$44,610 â–²	1.1%	10,787	0.4%	Auto/Tires/Trucks
XOM ExxonMobil	$3,980,495	$458,413 â–²	13.0%	23,462	0.4%	Energy
NEAR iShares Short Duration Bond Active ETF	$3,615,996	$226,012 â–²	6.7%	71,132	0.3%	ETF
MO Altria Group	$3,594,096	$478,166 â–¼	-11.7%	54,464	0.3%	Consumer Staples
CSCO Cisco Systems	$3,427,395	$7,061 â–¼	-0.2%	44,173	0.3%	Computer and Technology
CB Chubb	$3,393,258	$44,652 â–¼	-1.3%	10,411	0.3%	Finance
GILD Gilead Sciences	$3,281,885	$240,692 â–²	7.9%	23,548	0.3%	Medical
LLY Eli Lilly and Company	$3,214,924	$36,795 â–²	1.2%	3,495	0.3%	Medical
USB U.S. Bancorp	$3,156,019	$219,950 â–²	7.5%	60,681	0.3%	Finance
MA Mastercard	$3,064,517	$330,286 â–¼	-9.7%	6,133	0.3%	Business Services
TSM Taiwan Semiconductor Manufacturing	$2,985,789	$722,199 â–²	31.9%	8,835	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$2,916,322	$63,393 â–¼	-2.1%	24,244	0.3%	Medical
GD General Dynamics	$2,853,064	$52,510 â–²	1.9%	8,313	0.3%	Aerospace
WALMART INC	$2,781,932	$54,311 â–²	2.0%	22,384	0.3%	COM
CVX Chevron	$2,762,736	$33,932 â–²	1.2%	13,353	0.3%	Energy
AMGN Amgen	$2,700,720	$509,464 â–¼	-15.9%	7,676	0.3%	Medical
SCHZ Schwab U.S. Aggregate Bond ETF	$2,672,622	$141,201 â–²	5.6%	115,100	0.3%	ETF
HD Home Depot	$2,655,150	$48,018 â–²	1.8%	8,073	0.3%	Retail/Wholesale
WDC Western Digital	$2,601,573	$2,601,573 â–²	New Holding	9,618	0.2%	Computer and Technology
MU Micron Technology	$2,345,286	$1,779,742 â–²	314.7%	6,942	0.2%	Computer and Technology
PEP PepsiCo	$2,325,769	$330,766 â–¼	-12.5%	14,977	0.2%	Consumer Staples
MCD McDonald's	$2,311,998	$20,823 â–¼	-0.9%	7,439	0.2%	Retail/Wholesale
BAC Bank of America	$2,294,573	$815,347 â–²	55.1%	47,068	0.2%	Finance
COST Costco Wholesale	$2,196,352	$36,872 â–²	1.7%	2,204	0.2%	Retail/Wholesale
BNL Broadstone Net Lease	$2,153,339		0.0%	117,862	0.2%	Finance
NFLX Netflix	$2,132,896	$253,451 â–²	13.5%	22,183	0.2%	Consumer Discretionary
VZ Verizon Communications	$2,099,483	$68,875 â–²	3.4%	41,822	0.2%	Computer and Technology
PH Parker-Hannifin	$1,965,052	$85,048 â–²	4.5%	2,195	0.2%	Industrials
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,899,698	$768,677 â–¼	-28.8%	20,730	0.2%	ETF
RTX RTX	$1,875,996	$21,027 â–²	1.1%	9,725	0.2%	Aerospace
HCA HCA Healthcare	$1,795,000	$95,121 â–²	5.6%	3,793	0.2%	Medical
SCHA Schwab US Small-Cap ETF	$1,792,466	$47,866 â–¼	-2.6%	61,639	0.2%	ETF
NEE NextEra Energy	$1,772,337	$26,471 â–¼	-1.5%	19,082	0.2%	Utilities
KO CocaCola	$1,760,102	$238,265 â–¼	-11.9%	23,144	0.2%	Consumer Staples
IWM iShares Russell 2000 ETF	$1,756,109	$81,841 â–²	4.9%	7,081	0.2%	Finance
ASML ASML	$1,693,305	$240,391 â–²	16.5%	1,282	0.2%	Computer and Technology
WEC WEC Energy Group	$1,690,301	$230,375 â–¼	-12.0%	14,601	0.2%	Utilities
AEP American Electric Power	$1,669,566	$409,363 â–¼	-19.7%	12,737	0.2%	Utilities
PM Philip Morris International	$1,652,408	$561,660 â–¼	-25.4%	9,994	0.2%	Consumer Staples
LOW Lowe's Companies	$1,622,299	$5,671 â–²	0.4%	6,866	0.2%	Retail/Wholesale
VALE Vale	$1,613,704	$1,169,210 â–²	263.0%	101,427	0.2%	Basic Materials
PAYX Paychex	$1,606,819	$92,671 â–¼	-5.5%	17,443	0.2%	Computer and Technology
C Citigroup	$1,592,504	$623,982 â–²	64.4%	14,042	0.2%	Financial Services
PLD Prologis	$1,583,120	$42,033 â–¼	-2.6%	11,977	0.2%	Finance
LAM RESEARCH CORP	$1,549,890	$717,898 â–²	86.3%	7,254	0.1%	COM NEW
DUK Duke Energy	$1,533,046	$844,301 â–¼	-35.5%	11,708	0.1%	Utilities
CTAS Cintas	$1,531,225	$439,764 â–¼	-22.3%	9,053	0.1%	Business Services
GS The Goldman Sachs Group	$1,519,399	$442,453 â–²	41.1%	1,796	0.1%	Finance
DE Deere & Company	$1,498,378	$368,962 â–²	32.7%	2,660	0.1%	Industrials
DVN Devon Energy	$1,461,847	$1,461,847 â–²	New Holding	29,051	0.1%	Energy
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.1%	Finance
CAT Caterpillar	$1,424,005	$545,514 â–²	62.1%	2,010	0.1%	Industrials
PNC The PNC Financial Services Group	$1,415,383	$2,913 â–²	0.2%	6,802	0.1%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$1,392,331	$49,890 â–²	3.7%	27,908	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$1,369,629	$6,072 â–¼	-0.4%	9,248	0.1%	Financial Services
STX Seagate Technology	$1,290,850	$1,290,850 â–²	New Holding	3,295	0.1%	Computer and Technology
AMAT Applied Materials	$1,269,750	$334,612 â–²	35.8%	3,715	0.1%	Computer and Technology
MS Morgan Stanley	$1,255,505	$292,770 â–²	30.4%	7,629	0.1%	Finance
AZNCF AstraZeneca	$1,250,375	$1,250,375 â–²	New Holding	6,340	0.1%	Medical
CTVA Corteva	$1,213,963	$97,355 â–²	8.7%	14,502	0.1%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$1,203,739	$1,572,950 â–¼	-56.6%	8,229	0.1%	CL A
AXP American Express	$1,190,610	$175,446 â–²	17.3%	3,936	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$1,177,613	$36,891 â–²	3.2%	3,671	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$1,164,204	$1,164,204 â–²	New Holding	8,760	0.1%	ETF
MDT Medtronic	$1,158,944	$1,396,798 â–¼	-54.7%	13,375	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Lvw Advisors, LLC Top Holdings and 13F Report (2026)

About Lvw Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Lvw Advisors, LLC Top Holdings and 13F Report (2026)

About Lvw Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLvw Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools