Lvz, Inc. Top Holdings and 13F Report (2026)

About Lvz, Inc.

Investment Activity

Lvz, Inc. has $876.33 million in total holdings as of March 31, 2026.
Lvz, Inc. owns shares of 161 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 7.44% of the portfolio was purchased this quarter.
About 8.14% of the portfolio was sold this quarter.
This quarter, Lvz, Inc. has purchased 169 new stocks and bought additional shares in 85 stocks.
Lvz, Inc. sold shares of 36 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

iShares S&P 500 Value ETF: $120,917,544
iShares S&P 500 Growth ETF: $118,520,759
Dimensional International Core Equity Market ETF: $112,844,555
First Trust SMID Cap Rising Dividend Achievers ETF: $105,447,475
FIRST TR EXCHANGE-TRADED FD: $67,919,518

Largest New Holdings this Quarter

78377T107 - Ryman Hospitality Properties: $700,606 Holding
33740U620 - FIRST TR EXCHNG TRADED FD VI: $501,209 Holding
33740F318 - FIRST TR EXCHNG TRADED FD VI: $348,715 Holding
33740F326 - FIRST TR EXCHNG TRADED FD VI: $246,067 Holding
33740F631 - FT Vest U.S. Equity Deep Buffer ETF - January: $227,578 Holding

Largest Purchases this Quarter

Dimensional International Core Equity Market ETF: 1,032,895 shares (about $40.24M)
iShares S&P 500 Growth ETF: 28,006 shares (about $3.17M)
FIRST TR EXCHANGE-TRADED FD: 142,672 shares (about $2.99M)
J P MORGAN EXCHANGE TRADED F: 29,923 shares (about $1.61M)
Timothy Plan International ETF: 44,593 shares (about $1.61M)

Largest Sales this Quarter

Dimensional US High Profitability ETF: 1,132,508 shares (about $41.63M)
First Trust SMID Cap Rising Dividend Achievers ETF: 130,839 shares (about $5.16M)
iShares S&P 500 Value ETF: 19,418 shares (about $4.10M)
Inspire 100 ETF: 41,548 shares (about $1.96M)
First Trust Growth Strength ETF: 23,796 shares (about $810.15K)

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
IVE iShares S&P 500 Value ETF	$120,917,544	$4,100,109 â–¼	-3.3%	572,662	13.8%	ETF
IVW iShares S&P 500 Growth ETF	$118,520,759	$3,167,759 â–²	2.7%	1,047,836	13.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$112,844,555	$40,241,587 â–²	55.4%	2,896,421	12.9%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$105,447,475	$5,158,981 â–¼	-4.7%	2,674,296	12.0%	ETF
FIRST TR EXCHANGE-TRADED FD	$67,919,518	$2,990,405 â–²	4.6%	3,240,435	7.8%	CORE INVESTMENT
JQUA JPMorgan U.S. Quality Factor ETF	$62,379,582	$968,304 â–²	1.6%	1,017,280	7.1%	ETF
J P MORGAN EXCHANGE TRADED F	$51,996,688	$1,608,960 â–²	3.2%	967,020	5.9%	ACTIVE BOND ETF
AGG iShares Core U.S. Aggregate Bond ETF	$34,717,916	$1,165,331 â–²	3.5%	349,732	4.0%	Finance
DUHP Dimensional US High Profitability ETF	$25,263,754	$41,630,999 â–¼	-62.2%	687,262	2.9%	ETF
DFUS Dimensional U.S. Equity ETF	$8,308,813	$1,085,349 â–²	15.0%	117,174	0.9%	ETF
DFCF Dimensional Core Fixed Income ETF	$7,482,280	$1,066,816 â–²	16.6%	177,221	0.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$7,217,885	$472,438 â–²	7.0%	50,677	0.8%	ETF
AAPL Apple	$6,233,432	$263,946 â–¼	-4.1%	24,561	0.7%	Computer and Technology
DIMENSIONAL ETF TRUST	$6,197,331	$714,100 â–²	13.0%	104,420	0.7%	DIMENSIONAL US
BIBL Inspire 100 ETF	$5,127,932	$1,958,985 â–¼	-27.6%	108,758	0.6%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$4,978,636	$491,138 â–²	10.9%	72,915	0.6%	Manufacturing
IVV iShares Core S&P 500 ETF	$4,743,238	$671,540 â–¼	-12.4%	7,261	0.5%	ETF
TPIF Timothy Plan International ETF	$4,681,410	$1,607,130 â–²	52.3%	129,895	0.5%	ETF
IBD Inspire Corporate Bond ETF	$4,659,169	$316,844 â–²	7.3%	195,296	0.5%	ETF
STRATEGY SHS	$4,429,860	$164,691 â–¼	-3.6%	152,754	0.5%	EVENTIDE HIGH DI
FTC First Trust Large Cap Growth AlphaDEX Fund	$4,212,397	$618,881 â–²	17.2%	27,328	0.5%	ETF
TPLC Timothy Plan US Large/Mid Cap Core ETF	$3,997,398	$48,019 â–²	1.2%	86,077	0.5%	ETF
FDT First Trust Developed Markets ex-US AlphaDEX Fund	$3,737,981	$1,492,585 â–²	66.5%	43,000	0.4%	Manufacturing
FTGS First Trust Growth Strength ETF	$2,863,712	$810,149 â–¼	-22.1%	84,114	0.3%	ETF
AMZN Amazon.com	$2,819,041	$5,623 â–²	0.2%	13,536	0.3%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$2,805,849	$479,189 â–¼	-14.6%	41,550	0.3%	ETF
INCM Franklin Income Focus ETF	$2,682,461	$59,627 â–²	2.3%	93,303	0.3%	ETF
SO Southern	$2,150,458	$21,910 â–²	1.0%	22,280	0.2%	Utilities
MSFT Microsoft	$2,137,149	$241,369 â–²	12.7%	5,773	0.2%	Computer and Technology
SPHY SPDR Portfolio High Yield Bond ETF	$2,015,618	$148,129 â–²	7.9%	86,433	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$1,939,155	$176,492 â–²	10.0%	14,591	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,911,910	$21,472 â–²	1.1%	6,500	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$1,857,276	$145,603 â–²	8.5%	26,111	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,790,080	$457,365 â–²	34.3%	19,773	0.2%	ETF
SYK Stryker	$1,617,005	$13,144 â–²	0.8%	4,921	0.2%	Medical
IPAC iShares Core MSCI Pacific ETF	$1,604,893	$191,583 â–¼	-10.7%	20,976	0.2%	ETF
COST Costco Wholesale	$1,511,215	$44,828 â–²	3.1%	1,517	0.2%	Retail/Wholesale
NVDA NVIDIA	$1,507,149	$37,670 â–²	2.6%	8,642	0.2%	Computer and Technology
FTHI First Trust BuyWrite Income ETF	$1,472,295	$12,646 â–²	0.9%	64,152	0.2%	ETF
MPC Marathon Petroleum	$1,414,503	$49,079 â–²	3.6%	5,793	0.2%	Energy
LLY Eli Lilly and Company	$1,410,037	$21,155 â–²	1.5%	1,533	0.2%	Medical
V Visa	$1,395,697	$11,787 â–¼	-0.8%	4,618	0.2%	Business Services
XLC Communication Services Select Sector SPDR Fund	$1,363,396	$101,440 â–²	8.0%	12,298	0.2%	ETF
COP ConocoPhillips	$1,348,415	$262,291 â–¼	-16.3%	10,215	0.2%	Energy
WALMART INC	$1,324,269	$26,968 â–²	2.1%	10,656	0.2%	COM
SPY SPDR S&P 500 ETF Trust	$1,320,190		0.0%	2,030	0.2%	Finance
BUFR FT Vest Laddered Buffer ETF	$1,318,752	$370,761 â–²	39.1%	39,051	0.2%	ETF
VZ Verizon Communications	$1,295,896	$22,389 â–²	1.8%	25,815	0.1%	Computer and Technology
AMAT Applied Materials	$1,281,029	$4,101 â–²	0.3%	3,748	0.1%	Computer and Technology
FNX First Trust Mid Cap Core AlphaDEX Fund	$1,252,423	$96,311 â–²	8.3%	9,766	0.1%	Manufacturing
GD General Dynamics	$1,250,461	$26,430 â–²	2.2%	3,643	0.1%	Aerospace
C Citigroup	$1,201,851	$46,046 â–²	4.0%	10,597	0.1%	Financial Services
ISMD Inspire Small/Mid Cap ETF	$1,151,591	$50,163 â–¼	-4.2%	28,811	0.1%	ETF
FDVV Fidelity High Dividend ETF	$1,079,776	$33,034 â–²	3.2%	19,547	0.1%	ETF
XOM ExxonMobil	$1,007,822	$4,920 â–²	0.5%	5,940	0.1%	Energy
CASS Cass Information Systems	$1,004,845		0.0%	22,827	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$980,704	$24,670 â–²	2.6%	2,902	0.1%	Computer and Technology
ARISTA NETWORKS INC	$974,872	$47,884 â–²	5.2%	7,940	0.1%	COM SHS
FMB First Trust Managed Municipal ETF	$915,072	$3,800 â–²	0.4%	18,063	0.1%	Manufacturing
CSCO Cisco Systems	$898,763	$14,820 â–¼	-1.6%	11,583	0.1%	Computer and Technology
PLAB Photronics	$887,646	$30,752 â–²	3.6%	21,966	0.1%	Computer and Technology
MLPX Global X MLP & Energy Infrastructure ETF	$870,644	$30,315 â–²	3.6%	11,775	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$865,753		0.0%	26,614	0.1%	FT VEST US EQUIT
NEAR iShares Short Duration Bond Active ETF	$844,198	$813 â–²	0.1%	16,607	0.1%	ETF
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$842,177		0.0%	17,580	0.1%	ETF
LAM RESEARCH CORP	$822,805	$17,734 â–²	2.2%	3,851	0.1%	COM NEW
SN SharkNinja	$809,415	$32,194 â–²	4.1%	7,643	0.1%	Retail/Wholesale
HCA HCA Healthcare	$808,778	$22,716 â–²	2.9%	1,709	0.1%	Medical
JPST JPMorgan Ultra-Short Income ETF	$781,824	$5,010 â–²	0.6%	15,448	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$759,791	$119,215 â–¼	-13.6%	6,112	0.1%	ETF
FCX Freeport-McMoRan	$744,494	$24,393 â–²	3.4%	12,666	0.1%	Basic Materials
IBM International Business Machines	$730,079	$3,636 â–¼	-0.5%	3,012	0.1%	Computer and Technology
ENSG The Ensign Group	$721,574	$18,740 â–²	2.7%	3,581	0.1%	Medical
JXN Jackson Financial	$711,219	$17,022 â–²	2.5%	6,727	0.1%	Finance
RHP Ryman Hospitality Properties	$700,606	$700,606 â–²	New Holding	7,593	0.1%	Finance
FIRST TR EXCHNG TRADED FD VI	$695,187		0.0%	17,960	0.1%	FT VEST US EQT
FFEB FT Vest U.S. Equity Buffer ETF - February	$691,983	$49,651 â–²	7.7%	12,390	0.1%	ETF
GOOGL Alphabet	$686,233	$6,040 â–¼	-0.9%	2,386	0.1%	Computer and Technology
OMC Omnicom Group	$670,560	$108,597 â–²	19.3%	8,904	0.1%	Business Services
PRDO Perdoceo Education	$659,166	$23,665 â–²	3.7%	17,715	0.1%	Consumer Discretionary
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January	$657,191	$403,803 â–²	159.4%	15,681	0.1%	ETF
DOV Dover	$620,171	$21,263 â–²	3.6%	2,975	0.1%	Industrials
PSX Phillips 66	$596,822	$418,103 â–¼	-41.2%	3,276	0.1%	Energy
JEPI JPMorgan Equity Premium Income ETF	$592,363	$30,664 â–²	5.5%	10,451	0.1%	ETF
ETN Eaton	$589,440	$8,584 â–²	1.5%	1,648	0.1%	Industrials
PGR Progressive	$581,782	$29,932 â–²	5.4%	2,935	0.1%	Finance
FPE First Trust Preferred Securities and Income ETF	$559,729	$35,642 â–²	6.8%	31,534	0.1%	ETF
APPF AppFolio	$556,000	$33,142 â–²	6.3%	3,523	0.1%	Computer and Technology
SLV iShares Silver Trust	$543,280	$27,392 â–²	5.3%	7,973	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$540,788	$160,037 â–²	42.0%	14,608	0.1%	FT VEST US EQT
DKS DICK'S Sporting Goods	$529,038	$24,390 â–²	4.8%	2,668	0.1%	Retail/Wholesale
STK Columbia Seligman Premium Technology Growth Fund	$526,848		0.0%	13,890	0.1%	Financial Services
SPOT Spotify Technology	$509,733	$33,950 â–²	7.1%	1,051	0.1%	Computer and Technology
PG Procter & Gamble	$508,577	$22,822 â–¼	-4.3%	3,521	0.1%	Consumer Staples
FIRST TR EXCHNG TRADED FD VI	$501,209	$501,209 â–²	New Holding	16,215	0.1%	VEST US EQUITY B
FIRST TR EXCHNG TRADED FD VI	$501,085	$250,782 â–²	100.2%	16,720	0.1%	FT VEST U.S. EQU
FIRST TR EXCHNG TRADED FD VI	$496,665		0.0%	12,858	0.1%	FT VEST U.S EQT
URI United Rentals	$487,627	$24,782 â–²	5.4%	669	0.1%	Construction
QQQ Invesco QQQ	$463,476	$12,121 â–¼	-2.5%	803	0.1%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$461,613	$112,664 â–²	32.3%	10,112	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Lvz, Inc. Top Holdings and 13F Report (2026)

About Lvz, Inc.

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

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Lvz, Inc. Top Holdings and 13F Report (2026)

About Lvz, Inc.

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 ofLvz, Inc.

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