Lvw Advisors, LLC Top Holdings and 13F Report (2026) About Lvw Advisors, LLCInvestment ActivityLvw 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 $88,668,912Vanguard FTSE Developed Markets ETF $74,954,840Schwab Short-Term U.S. Treasury ETF $51,282,149iShares 0-5 Year TIPS Bond ETF $43,300,532Schwab US Dividend Equity ETF $41,364,475 Largest New Holdings this Quarter 958102105 - Western Digital $2,601,573 Holding25179M103 - Devon Energy $1,461,847 HoldingG7997R103 - Seagate Technology $1,290,850 HoldingG0593M107 - AstraZeneca $1,250,375 Holding81369Y803 - 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 TimeMap of 500 Largest Holdings ofLvw Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$88,668,912$55,422,079 ▲166.7%1,158,4658.4%ETFVEAVanguard FTSE Developed Markets ETF$74,954,840$5,096,732 ▼-6.4%1,169,7077.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$51,282,149$989,027 ▲2.0%2,112,9854.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$43,300,532$1,056,227 ▲2.5%418,6464.1%ETFSCHDSchwab US Dividend Equity ETF$41,364,475$27,020,252 ▼-39.5%1,348,2553.9%ETFBIVVanguard Intermediate-Term Bond ETF$35,898,502$1,231,484 ▲3.6%465,1273.4%ETFAAPLApple$35,431,765$272,823 ▼-0.8%139,6113.4%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$35,065,595$10,195,468 ▼-22.5%319,6793.3%ETFCGGOCapital Group Global Growth Equity ETF$34,845,533$784,996 ▼-2.2%1,044,2173.3%ETFSPYSPDR S&P 500 ETF Trust$27,726,683$24,310,436 ▲711.6%42,6342.6%FinanceAB ACTIVE ETFS INC$24,717,237$726,219 ▼-2.9%977,1592.4%TAX AWARE INTERMCAPITAL GROUP INTERNATIONAL$24,623,632$1,316,241 ▼-5.1%728,0792.3%SHSSUBiShares Short-Term National Muni Bond ETF$24,531,342$1,351,380 ▲5.8%230,3412.3%ETFNVDANVIDIA$23,144,624$930,773 ▼-3.9%132,7102.2%Computer and TechnologyVUGVanguard Growth ETF$20,737,178$1,934,119 ▼-8.5%47,4762.0%ETFBNDVanguard Total Bond Market ETF$16,043,579$1,957,719 ▲13.9%217,8651.5%ETFJPMJPMorgan Chase & Co.$13,782,131$883,078 ▲6.8%46,8521.3%FinanceMSFTMicrosoft$13,642,264$361,657 ▼-2.6%36,8541.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$13,113,587$1,427,452 ▼-9.8%105,4911.2%ETFGOOGAlphabet$11,988,726$518,355 ▲4.5%41,7931.1%Computer and TechnologyAMZNAmazon.com$11,379,457$796,425 ▲7.5%54,6381.1%Retail/WholesaleGOOGLAlphabet$10,724,544$1,737,437 ▲19.3%37,2951.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$10,120,898$10,652,724 ▼-51.3%347,4391.0%ETFAVGOBroadcom$8,158,101$199,635 ▼-2.4%26,3580.8%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$8,115,974$527,196 ▲6.9%309,7700.8%ETFBRK.BBerkshire Hathaway$7,828,212$1,167,811 ▲17.5%16,3360.7%FinanceVWOVanguard FTSE Emerging Markets ETF$7,508,039$6,863,060 ▲1,064.1%138,9090.7%ETFVTWOVanguard Russell 2000 ETF$7,090,400$1,784,620 ▲33.6%70,7840.7%ETFMETAMeta Platforms$6,215,653$756,932 ▲13.9%10,8640.6%Computer and TechnologyVVisa$6,134,332$57,728 ▲1.0%20,2960.6%Business ServicesJNJJohnson & Johnson$5,920,261$98,508 ▼-1.6%24,2200.6%MedicalVOOVanguard S&P 500 ETF$5,650,195$1,057,619 ▲23.0%9,4560.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,567,157$193,425 ▼-4.1%58,0620.4%ManufacturingSCHFSchwab International Equity ETF$4,491,432$115,434 ▼-2.5%181,4720.4%ETFABBVAbbVie$4,248,295$425,199 ▲11.1%19,5330.4%MedicalTSLATesla$4,010,068$44,610 ▲1.1%10,7870.4%Auto/Tires/TrucksXOMExxonMobil$3,980,495$458,413 ▲13.0%23,4620.4%EnergyNEARiShares Short Duration Bond Active ETF$3,615,996$226,012 ▲6.7%71,1320.3%ETFMOAltria Group$3,594,096$478,166 ▼-11.7%54,4640.3%Consumer StaplesCSCOCisco Systems$3,427,395$7,061 ▼-0.2%44,1730.3%Computer and TechnologyCBChubb$3,393,258$44,652 ▼-1.3%10,4110.3%FinanceGILDGilead Sciences$3,281,885$240,692 ▲7.9%23,5480.3%MedicalLLYEli Lilly and Company$3,214,924$36,795 ▲1.2%3,4950.3%MedicalUSBU.S. Bancorp$3,156,019$219,950 ▲7.5%60,6810.3%FinanceMAMastercard$3,064,517$330,286 ▼-9.7%6,1330.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$2,985,789$722,199 ▲31.9%8,8350.3%Computer and TechnologyMRKMerck & Co., Inc.$2,916,322$63,393 ▼-2.1%24,2440.3%MedicalGDGeneral Dynamics$2,853,064$52,510 ▲1.9%8,3130.3%AerospaceWALMART INC$2,781,932$54,311 ▲2.0%22,3840.3%COMCVXChevron$2,762,736$33,932 ▲1.2%13,3530.3%EnergyAMGNAmgen$2,700,720$509,464 ▼-15.9%7,6760.3%MedicalSCHZSchwab U.S. Aggregate Bond ETF$2,672,622$141,201 ▲5.6%115,1000.3%ETFHDHome Depot$2,655,150$48,018 ▲1.8%8,0730.3%Retail/WholesaleWDCWestern Digital$2,601,573$2,601,573 ▲New Holding9,6180.2%Computer and TechnologyMUMicron Technology$2,345,286$1,779,742 ▲314.7%6,9420.2%Computer and TechnologyPEPPepsiCo$2,325,769$330,766 ▼-12.5%14,9770.2%Consumer StaplesMCDMcDonald's$2,311,998$20,823 ▼-0.9%7,4390.2%Retail/WholesaleBACBank of America$2,294,573$815,347 ▲55.1%47,0680.2%FinanceCOSTCostco Wholesale$2,196,352$36,872 ▲1.7%2,2040.2%Retail/WholesaleBNLBroadstone Net Lease$2,153,3390.0%117,8620.2%FinanceNFLXNetflix$2,132,896$253,451 ▲13.5%22,1830.2%Consumer DiscretionaryVZVerizon Communications$2,099,483$68,875 ▲3.4%41,8220.2%Computer and TechnologyPHParker-Hannifin$1,965,052$85,048 ▲4.5%2,1950.2%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,899,698$768,677 ▼-28.8%20,7300.2%ETFRTXRTX$1,875,996$21,027 ▲1.1%9,7250.2%AerospaceHCAHCA Healthcare$1,795,000$95,121 ▲5.6%3,7930.2%MedicalSCHASchwab US Small-Cap ETF$1,792,466$47,866 ▼-2.6%61,6390.2%ETFNEENextEra Energy$1,772,337$26,471 ▼-1.5%19,0820.2%UtilitiesKOCocaCola$1,760,102$238,265 ▼-11.9%23,1440.2%Consumer StaplesIWMiShares Russell 2000 ETF$1,756,109$81,841 ▲4.9%7,0810.2%FinanceASMLASML$1,693,305$240,391 ▲16.5%1,2820.2%Computer and TechnologyWECWEC Energy Group$1,690,301$230,375 ▼-12.0%14,6010.2%UtilitiesAEPAmerican Electric Power$1,669,566$409,363 ▼-19.7%12,7370.2%UtilitiesPMPhilip Morris International$1,652,408$561,660 ▼-25.4%9,9940.2%Consumer StaplesLOWLowe's Companies$1,622,299$5,671 ▲0.4%6,8660.2%Retail/WholesaleVALEVale$1,613,704$1,169,210 ▲263.0%101,4270.2%Basic MaterialsPAYXPaychex$1,606,819$92,671 ▼-5.5%17,4430.2%Computer and TechnologyCCitigroup$1,592,504$623,982 ▲64.4%14,0420.2%Financial ServicesPLDPrologis$1,583,120$42,033 ▼-2.6%11,9770.2%FinanceLAM RESEARCH CORP$1,549,890$717,898 ▲86.3%7,2540.1%COM NEWDUKDuke Energy$1,533,046$844,301 ▼-35.5%11,7080.1%UtilitiesCTASCintas$1,531,225$439,764 ▼-22.3%9,0530.1%Business ServicesGSThe Goldman Sachs Group$1,519,399$442,453 ▲41.1%1,7960.1%FinanceDEDeere & Company$1,498,378$368,962 ▲32.7%2,6600.1%IndustrialsDVNDevon Energy$1,461,847$1,461,847 ▲New Holding29,0510.1%EnergyBRK.ABerkshire Hathaway$1,436,2800.0%20.1%FinanceCATCaterpillar$1,424,005$545,514 ▲62.1%2,0100.1%IndustrialsPNCThe PNC Financial Services Group$1,415,383$2,913 ▲0.2%6,8020.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,392,331$49,890 ▲3.7%27,9080.1%ETFVYMVanguard High Dividend Yield ETF$1,369,629$6,072 ▼-0.4%9,2480.1%ETFSTXSeagate Technology$1,290,850$1,290,850 ▲New Holding3,2950.1%Computer and TechnologyAMATApplied Materials$1,269,750$334,612 ▲35.8%3,7150.1%Computer and TechnologyMSMorgan Stanley$1,255,505$292,770 ▲30.4%7,6290.1%FinanceAZNCFAstraZeneca$1,250,375$1,250,375 ▲New Holding6,3400.1%MedicalCTVACorteva$1,213,963$97,355 ▲8.7%14,5020.1%Consumer StaplesPALANTIR TECHNOLOGIES INC$1,203,739$1,572,950 ▼-56.6%8,2290.1%CL AAXPAmerican Express$1,190,610$175,446 ▲17.3%3,9360.1%FinanceVTIVanguard Total Stock Market ETF$1,177,613$36,891 ▲3.2%3,6710.1%ETFXLKTechnology Select Sector SPDR Fund$1,164,204$1,164,204 ▲New Holding8,7600.1%ETFMDTMedtronic$1,158,944$1,396,798 ▼-54.7%13,3750.1%MedicalShowing largest 100 holdings. 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