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

About Lvw Advisors, LLC

Investment Activity

Lvw Advisors, LLC has $1.16 billion in total holdings as of June 30, 2026.
Lvw Advisors, LLC owns shares of 462 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 8.48% of the portfolio was purchased this quarter.
About 7.41% of the portfolio was sold this quarter.
This quarter, Lvw Advisors, LLC has purchased 435 new stocks and bought additional shares in 201 stocks.
Lvw Advisors, LLC sold shares of 172 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $109,111,527
Vanguard FTSE Developed Markets ETF: $81,233,756
Schwab Short-Term U.S. Treasury ETF: $52,693,895
iShares 0-5 Year TIPS Bond ETF: $44,078,338
Apple: $40,507,614

Largest New Holdings this Quarter

921932703 - Vanguard S&P 500 Value ETF: $928,574 Holding
61774R841 - MORGAN STANLEY ETF TRUST: $537,172 Holding
H42097107 - UBS Group: $436,872 Holding
94419L101 - Wayfair: $432,341 Holding
01741R102 - ATI: $422,189 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 209,576 shares (about $18.05M)
SPDR Portfolio S&P 500 ETF: 83,132 shares (about $7.31M)
Vanguard Russell 2000 ETF: 49,773 shares (about $6.04M)
Schwab Emerging Markets Equity ETF: 133,846 shares (about $4.85M)
iShares Short-Term National Muni Bond ETF: 23,629 shares (about $2.52M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 37,792 shares (about $28.22M)
Schwab US Dividend Equity ETF: 189,453 shares (about $6.01M)
JPMorgan Chase & Co.: 15,490 shares (about $5.07M)
Vanguard Russell 1000 Growth ETF: 31,420 shares (about $4.02M)
Capital Group Global Growth Equity ETF: 88,946 shares (about $3.77M)

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	$109,111,527	$7,305,639 â–²	7.2%	1,241,597	9.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$81,233,756	$2,107,860 â–¼	-2.5%	1,140,123	7.0%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$52,693,895	$1,686,444 â–²	3.3%	2,182,846	4.6%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$44,078,338	$1,309,486 â–²	3.1%	431,464	3.8%	ETF
AAPL Apple	$40,507,614	$109,668 â–²	0.3%	139,990	3.5%	Computer and Technology
CGGO Capital Group Global Growth Equity ETF	$40,436,637	$3,765,086 â–¼	-8.5%	955,271	3.5%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$37,949,550	$2,274,308 â–²	6.4%	494,779	3.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$36,842,422	$4,015,794 â–¼	-9.8%	288,259	3.2%	ETF
SCHD Schwab US Dividend Equity ETF	$36,745,616	$6,007,555 â–¼	-14.1%	1,158,802	3.2%	ETF
SUB iShares Short-Term National Muni Bond ETF	$27,040,216	$2,515,782 â–²	10.3%	253,970	2.3%	ETF
AB ACTIVE ETFS INC	$26,986,342	$1,892,899 â–²	7.5%	1,050,870	2.3%	TAX AW INTER ETF
NVDA NVIDIA	$25,616,526	$937,422 â–¼	-3.5%	128,025	2.2%	Computer and Technology
CAPITAL GROUP INTERNATIONAL	$24,375,283	$2,403,463 â–¼	-9.0%	662,732	2.1%	SHS
VUG Vanguard Growth ETF	$22,142,421	$18,052,845 â–²	441.4%	257,052	1.9%	ETF
BND Vanguard Total Bond Market ETF	$15,003,243	$990,228 â–¼	-6.2%	204,376	1.3%	ETF
GOOG Alphabet	$14,847,969	$81,266 â–²	0.6%	42,023	1.3%	Computer and Technology
VTWO Vanguard Russell 2000 ETF	$14,638,039	$6,043,441 â–²	70.3%	120,557	1.3%	ETF
GOOGL Alphabet	$13,561,112	$233,005 â–²	1.7%	37,947	1.2%	Computer and Technology
MSFT Microsoft	$13,414,220	$333,108 â–¼	-2.4%	35,961	1.2%	Computer and Technology
AMZN Amazon.com	$13,209,280	$186,859 â–²	1.4%	55,422	1.1%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$13,016,576	$2,628,795 â–¼	-16.8%	87,766	1.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$11,020,977	$736,358 â–¼	-6.3%	325,679	1.0%	ETF
JPM JPMorgan Chase & Co.	$10,265,570	$5,070,266 â–¼	-33.1%	31,362	0.9%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$8,855,796	$564,310 â–²	6.8%	148,363	0.8%	ETF
AVGO Broadcom	$8,796,812	$1,160,090 â–¼	-11.7%	23,287	0.8%	Computer and Technology
MU Micron Technology	$8,561,369	$548,288 â–²	6.8%	7,417	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$8,458,668	$284,224 â–²	3.5%	16,904	0.7%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$7,938,444	$276,657 â–¼	-3.4%	299,338	0.7%	ETF
V Visa	$7,103,182	$139,978 â–²	2.0%	20,704	0.6%	Business Services
WDC Western Digital	$6,596,062	$452,853 â–²	7.4%	10,327	0.6%	Computer and Technology
JNJ Johnson & Johnson	$6,272,206	$121,142 â–²	2.0%	24,697	0.5%	Medical
VOO Vanguard S&P 500 ETF	$6,264,971	$229,391 â–¼	-3.5%	9,122	0.5%	ETF
SCHE Schwab Emerging Markets Equity ETF	$6,044,144	$4,853,257 â–²	407.5%	166,689	0.5%	ETF
META Meta Platforms	$5,672,926	$446,692 â–¼	-7.3%	10,071	0.5%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$5,527,474	$412,269 â–¼	-6.9%	54,032	0.5%	Manufacturing
CSCO Cisco Systems	$5,301,738	$113,230 â–²	2.2%	45,137	0.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$5,261,867	$1,042,535 â–²	24.7%	11,018	0.5%	Computer and Technology
ABBV AbbVie	$5,015,678	$100,404 â–²	2.0%	19,932	0.4%	Medical
TSLA Tesla	$4,550,051	$13,039 â–²	0.3%	10,818	0.4%	Auto/Tires/Trucks
SCHF Schwab International Equity ETF	$4,447,097	$579,678 â–¼	-11.5%	160,545	0.4%	ETF
LLY Eli Lilly and Company	$4,313,577	$121,154 â–²	2.9%	3,596	0.4%	Medical
MO Altria Group	$4,004,979	$86,269 â–²	2.2%	55,663	0.3%	Consumer Staples
STX Seagate Technology	$3,887,020	$707,345 â–²	22.2%	4,028	0.3%	Computer and Technology
USB U.S. Bancorp	$3,672,139	$7,006 â–²	0.2%	60,797	0.3%	Finance
LAM RESEARCH CORP	$3,655,572	$512,196 â–²	16.3%	8,436	0.3%	COM NEW
SPY SPDR S&P 500 ETF Trust	$3,615,803	$28,221,484 â–¼	-88.6%	4,842	0.3%	Finance
NEAR iShares Short Duration Bond Active ETF	$3,381,758	$221,790 â–¼	-6.2%	66,754	0.3%	ETF
AMD Advanced Micro Devices	$3,363,469	$346,803 â–²	11.5%	5,790	0.3%	Computer and Technology
XOM ExxonMobil	$3,330,314	$122,636 â–²	3.8%	24,359	0.3%	Energy
CB Chubb	$3,254,408	$293,036 â–¼	-8.3%	9,551	0.3%	Finance
IJH iShares Core S&P Mid-Cap ETF	$3,150,869	$2,463,202 â–²	358.2%	40,862	0.3%	ETF
MA Mastercard	$3,085,814	$64,202 â–¼	-2.0%	6,008	0.3%	Business Services
BAC Bank of America	$3,031,516	$349,573 â–²	13.0%	53,203	0.3%	Finance
GD General Dynamics	$2,992,301	$47,469 â–²	1.6%	8,447	0.3%	Aerospace
GILD Gilead Sciences	$2,955,851	$19,204 â–¼	-0.6%	23,396	0.3%	Medical
MRK Merck & Co., Inc.	$2,911,051	$204,316 â–¼	-6.6%	22,654	0.3%	Medical
HD Home Depot	$2,863,338	$16,223 â–²	0.6%	8,119	0.2%	Retail/Wholesale
ASML ASML	$2,805,111	$254,648 â–²	10.0%	1,410	0.2%	Computer and Technology
INTC Intel	$2,778,274	$701,794 â–²	33.8%	19,897	0.2%	Computer and Technology
C Citigroup	$2,649,303	$683,985 â–²	34.8%	18,929	0.2%	Financial Services
CAT Caterpillar	$2,642,017	$501,568 â–²	23.4%	2,481	0.2%	Industrials
WALMART INC	$2,636,624	$101,369 â–²	4.0%	23,279	0.2%	COM
AMGN Amgen	$2,610,245	$169,478 â–¼	-6.1%	7,208	0.2%	Medical
AMAT Applied Materials	$2,550,744	$135,201 â–¼	-5.0%	3,528	0.2%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$2,504,054	$158,209 â–¼	-5.9%	108,260	0.2%	ETF
BNL Broadstone Net Lease	$2,436,208		0.0%	117,862	0.2%	Finance
HSBC HSBC	$2,399,502	$1,136,992 â–²	90.1%	25,234	0.2%	Finance
CVX Chevron	$2,280,195	$66,801 â–²	3.0%	13,756	0.2%	Energy
GLW Corning	$2,266,175	$207,665 â–²	10.1%	8,872	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$2,124,879	$2,704 â–¼	-0.1%	7,072	0.2%	Finance
GS The Goldman Sachs Group	$2,113,764	$297,343 â–²	16.4%	2,090	0.2%	Finance
PH Parker-Hannifin	$2,100,024	$46,950 â–¼	-2.2%	2,147	0.2%	Industrials
VALE Vale	$2,082,695	$557,232 â–²	36.5%	138,477	0.2%	Basic Materials
COST Costco Wholesale	$2,017,081	$44,907 â–¼	-2.2%	2,156	0.2%	Retail/Wholesale
KO CocaCola	$1,966,978	$86,065 â–²	4.6%	24,203	0.2%	Consumer Staples
MCD McDonald's	$1,966,534	$44,331 â–¼	-2.2%	7,275	0.2%	Retail/Wholesale
RTX RTX	$1,953,722	$108,530 â–²	5.9%	10,297	0.2%	Aerospace
DE Deere & Company	$1,904,259	$216,941 â–²	12.9%	3,002	0.2%	Industrials
PEP PepsiCo	$1,868,371	$159,500 â–¼	-7.9%	13,799	0.2%	Consumer Staples
SCHA Schwab US Small-Cap ETF	$1,820,054	$406,969 â–¼	-18.3%	50,375	0.2%	ETF
MS Morgan Stanley	$1,783,530	$188,763 â–²	11.8%	8,532	0.2%	Finance
VZ Verizon Communications	$1,762,588	$8,172 â–¼	-0.5%	41,629	0.2%	Computer and Technology
PM Philip Morris International	$1,760,798	$47,218 â–¼	-2.6%	9,733	0.2%	Consumer Staples
AEP American Electric Power	$1,715,324	$27,225 â–¼	-1.6%	12,538	0.1%	Utilities
WEC WEC Energy Group	$1,686,913	$18,100 â–¼	-1.1%	14,446	0.1%	Utilities
GLD SPDR Gold Shares	$1,672,446	$685,924 â–²	69.5%	4,540	0.1%	Finance
PHM PulteGroup	$1,667,651	$464,730 â–²	38.6%	12,154	0.1%	Construction
ASX ASE Technology	$1,638,939	$870,545 â–²	113.3%	36,324	0.1%	Computer and Technology
PLD Prologis	$1,615,887	$6,638 â–¼	-0.4%	11,928	0.1%	Finance
STT State Street	$1,574,228	$163,155 â–²	11.6%	9,282	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$1,573,315	$95,641 â–¼	-5.7%	8,258	0.1%	ETF
EBAY eBay	$1,570,689	$378,731 â–²	31.8%	14,055	0.1%	Retail/Wholesale
PNC The PNC Financial Services Group	$1,567,974	$106,863 â–¼	-6.4%	6,368	0.1%	Finance
PAYX Paychex	$1,556,925	$158,210 â–¼	-9.2%	15,834	0.1%	Computer and Technology
DUK Duke Energy	$1,502,632	$20,633 â–²	1.4%	11,871	0.1%	Utilities
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.1%	Finance
MRVL Marvell Technology	$1,484,684	$50,641 â–¼	-3.3%	4,984	0.1%	Computer and Technology
NFLX Netflix	$1,482,550	$101,317 â–¼	-6.4%	20,764	0.1%	Consumer Discretionary
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,482,277	$417,420 â–¼	-22.0%	16,175	0.1%	ETF
NEE NextEra Energy	$1,465,496	$209,331 â–¼	-12.5%	16,697	0.1%	Utilities

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