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

About Lvz, Inc.

Investment Activity

Lvz, Inc. has $974.96 million in total holdings as of September 30, 2026.
Lvz, Inc. owns shares of 167 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 5.34% of the portfolio was purchased this quarter.
About 5.51% of the portfolio was sold this quarter.
This quarter, Lvz, Inc. has purchased 177 new stocks and bought additional shares in 78 stocks.
Lvz, Inc. sold shares of 32 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

iShares S&P 500 Growth ETF: $145,669,835
iShares S&P 500 Value ETF: $131,233,314
Dimensional International Core Equity Market ETF: $121,758,888
First Trust SMID Cap Rising Dividend Achievers ETF: $110,146,272
JPMorgan U.S. Quality Factor ETF: $74,094,226

Largest New Holdings this Quarter

25239Y196 - DFA INVT DIMENSIONS GROUP IN: $29,669,483 Holding
25239Y154 - DFA INVT DIMENSIONS GROUP IN: $7,838,103 Holding
464287101 - iShares S&P 100 ETF: $1,315,884 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $940,922 Holding
33740F235 - FIRST TR EXCHNG TRADED FD VI: $478,018 Holding

Largest Purchases this Quarter

DFA INVT DIMENSIONS GROUP IN: 707,933 shares (about $29.67M)
DFA INVT DIMENSIONS GROUP IN: 116,795 shares (about $7.84M)
Dimensional Core Fixed Income ETF: 36,753 shares (about $1.47M)
iShares S&P 100 ETF: 3,444 shares (about $1.32M)
iShares Core U.S. Aggregate Bond ETF: 11,656 shares (about $1.10M)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 12,933 shares (about $1.84M)
iShares Core S&P Mid-Cap ETF: 19,046 shares (about $1.37M)
iShares Core S&P Small-Cap ETF: 9,707 shares (about $1.32M)
JPMorgan U.S. Quality Factor ETF: 11,728 shares (about $865.53K)
Marathon Petroleum: 1,335 shares (about $527.86K)

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
IVW iShares S&P 500 Growth ETF	$145,669,835	$1,839,849 ▼	-1.2%	1,023,969	14.9%	ETF
IVE iShares S&P 500 Value ETF	$131,233,314	$252,021 ▼	-0.2%	574,879	13.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$121,758,888	$825,907 ▲	0.7%	2,938,906	12.5%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$110,146,272	$415,012 ▲	0.4%	2,714,299	11.3%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$74,094,226	$865,526 ▼	-1.2%	1,003,987	7.6%	ETF
FIRST TR EXCHANGE-TRADED FD	$64,226,964	$214,909 ▲	0.3%	3,253,646	6.6%	CORE INVESTMENT
J P MORGAN EXCHANGE TRADED F	$49,315,744	$10,377 ▼	0.0%	964,705	5.1%	ACTIVE BOND ETF
AGG iShares Core U.S. Aggregate Bond ETF	$35,074,522	$1,101,958 ▲	3.2%	371,002	3.6%	ETF
DFA INVT DIMENSIONS GROUP IN	$29,669,483	$29,669,483 ▲	New Holding	707,933	3.0%	U.S. HIGH RELATI
DFUS Dimensional U.S. Equity ETF	$10,977,256	$732,160 ▲	7.1%	132,208	1.1%	ETF
DFCF Dimensional Core Fixed Income ETF	$9,118,495	$1,474,527 ▲	19.3%	227,281	0.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,109,836	$310,778 ▲	3.5%	54,786	0.9%	ETF
AAPL Apple	$7,888,188	$70,933 ▲	0.9%	23,687	0.8%	Technology
DFA INVT DIMENSIONS GROUP IN	$7,838,103	$7,838,103 ▲	New Holding	116,795	0.8%	U.S. VECTOR EQT
IVV iShares Core S&P 500 ETF	$6,364,205	$472,529 ▼	-6.9%	8,310	0.7%	ETF
BIBL Inspire 100 ETF	$5,841,551	$11,136 ▼	-0.2%	108,057	0.6%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$5,743,276	$194,081 ▲	3.5%	73,359	0.6%	ETF
FTC First Trust Large Cap Growth AlphaDEX Fund	$4,856,817	$191,590 ▲	4.1%	27,378	0.5%	ETF
TPIF Timothy Plan International ETF	$4,845,271	$27,799 ▲	0.6%	130,548	0.5%	ETF
STRATEGY SHS	$4,625,906	$4,728 ▲	0.1%	152,620	0.5%	EVEN HIGH DI ETF
IBD Inspire Corporate Bond ETF	$4,556,025	$10,649 ▲	0.2%	198,088	0.5%	ETF
TPLC Timothy Plan US Large/Mid Cap Core ETF	$4,203,380	$23,561 ▲	0.6%	86,883	0.4%	ETF
FDT First Trust Developed Markets ex-US AlphaDEX Fund	$4,106,620	$202,933 ▲	5.2%	43,832	0.4%	ETF
AMZN Amazon.com	$3,583,268	$75,243 ▲	2.1%	14,382	0.4%	Consumer Discretionary
MSFT Microsoft	$3,379,903	$128,221 ▲	3.9%	6,590	0.3%	Technology
FTGS First Trust Growth Strength ETF	$3,232,566	$151,983 ▲	4.9%	85,247	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$3,089,187	$101,400 ▲	3.4%	15,781	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,845,962	$1,370,350 ▼	-32.5%	39,555	0.3%	ETF
INCM Franklin Income Focus ETF	$2,833,848	$113,100 ▲	4.2%	99,573	0.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$2,288,867	$151,590 ▲	7.1%	29,564	0.2%	ETF
JPM JPMorgan Chase & Co.	$2,286,471	$60,876 ▲	2.7%	6,911	0.2%	Finance
SPHY SPDR Portfolio High Yield Bond ETF	$2,238,295	$39,420 ▲	1.8%	99,083	0.2%	ETF
BUFR FT Vest Laddered Buffer ETF	$2,137,139	$10,229 ▲	0.5%	57,036	0.2%	ETF
NVDA NVIDIA	$2,110,376	$109,618 ▲	5.5%	9,241	0.2%	Technology
SO Southern	$1,977,807	$90,017 ▲	4.8%	23,861	0.2%	Utilities
V Visa	$1,974,819	$83,721 ▲	4.4%	5,496	0.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,759,006	$104,337 ▼	-5.6%	18,157	0.2%	ETF
LLY Eli Lilly and Company	$1,743,724	$76,367 ▲	4.6%	1,507	0.2%	Healthcare
ARISTA NETWORKS INC	$1,715,851	$83,472 ▲	5.1%	8,428	0.2%	COM SHS
SYK Stryker	$1,669,454	$68,574 ▲	4.3%	6,062	0.2%	Healthcare
LAM RESEARCH CORP	$1,646,534	$524,972 ▲	46.8%	5,012	0.2%	COM NEW
AMAT Applied Materials	$1,606,817	$1,023 ▼	-0.1%	3,142	0.2%	Technology
FTHI First Trust BuyWrite Income ETF	$1,579,954	$1,274 ▲	0.1%	66,976	0.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,549,894	$88,886 ▲	6.1%	13,967	0.2%	ETF
COST Costco Wholesale	$1,548,342	$123,795 ▲	8.7%	1,701	0.2%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$1,481,790	$30,505 ▼	-2.0%	1,943	0.2%	ETF
MPC Marathon Petroleum	$1,472,871	$527,861 ▼	-26.4%	3,725	0.2%	Energy
TSM Taiwan Semiconductor Manufacturing	$1,437,278	$88,946 ▲	6.6%	3,151	0.1%	Technology
SN SharkNinja	$1,396,569	$72,764 ▲	5.5%	7,754	0.1%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$1,357,929	$84,242 ▼	-5.8%	16,732	0.1%	ETF
FVAL Fidelity Value Factor ETF	$1,356,970	$50,877 ▼	-3.6%	16,803	0.1%	ETF
IPAC iShares Core MSCI Pacific ETF	$1,342,419	$170,473 ▼	-11.3%	15,773	0.1%	ETF
GD General Dynamics	$1,339,118	$85,271 ▲	6.8%	4,036	0.1%	Industrials
APPF AppFolio	$1,318,018	$76,198 ▲	6.1%	6,573	0.1%	Technology
OEF iShares S&P 100 ETF	$1,315,884	$1,315,884 ▲	New Holding	3,444	0.1%	ETF
ISMD Inspire Small/Mid Cap ETF	$1,314,222	$13,534 ▼	-1.0%	28,354	0.1%	ETF
FNX First Trust Mid Cap Core AlphaDEX Fund	$1,308,599	$58,813 ▲	4.7%	9,701	0.1%	ETF
C Citigroup	$1,306,906	$92,324 ▲	7.6%	10,093	0.1%	Finance
VZ Verizon Communications	$1,291,846	$40,274 ▲	3.2%	28,163	0.1%	Communication Services
FIRST TR EXCHNG TRADED FD VI	$1,281,123	$524,921 ▲	69.4%	30,427	0.1%	FT VEST US EQT
FDVV Fidelity High Dividend ETF	$1,277,404	$16,033 ▼	-1.2%	21,034	0.1%	ETF
COP ConocoPhillips	$1,219,101	$41,550 ▼	-3.3%	9,741	0.1%	Energy
CASS Cass Information Systems	$1,215,538		0.0%	22,827	0.1%	Finance
WALMART INC	$1,174,784	$50,608 ▲	4.5%	11,305	0.1%	COM
CSCO Cisco Systems	$1,160,381	$52,309 ▲	4.7%	10,781	0.1%	Technology
HCA HCA Healthcare	$961,970	$71,700 ▲	8.1%	2,254	0.1%	Healthcare
EXXONMOBIL HOLDINGS CORP	$940,922	$940,922 ▲	New Holding	5,781	0.1%	COM SHS
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$926,336		0.0%	17,580	0.1%	ETF
JXN Jackson Financial	$925,558	$50,048 ▲	5.7%	7,157	0.1%	Finance
SPOT Spotify Technology	$919,818	$57,032 ▲	6.6%	1,887	0.1%	Communication Services
FIRST TR EXCHNG TRADED FD VI	$904,268	$111,507 ▼	-11.0%	26,429	0.1%	FT VEST US EQUIT
PGR Progressive	$894,102	$55,765 ▲	6.7%	4,313	0.1%	Finance
FMB First Trust Managed Municipal ETF	$892,972	$70,067 ▲	8.5%	18,658	0.1%	ETF
RHP Ryman Hospitality Properties	$876,043	$43,270 ▲	5.2%	7,329	0.1%	Real Estate
OMC Omnicom Group	$858,789	$55,368 ▲	6.9%	11,664	0.1%	Communication Services
MLPX Global X MLP & Energy Infrastructure ETF	$857,748	$21,924 ▼	-2.5%	12,285	0.1%	ETF
GOOGL Alphabet	$857,237	$14,454 ▲	1.7%	2,491	0.1%	Communication Services
IJR iShares Core S&P Small-Cap ETF	$808,186	$1,320,495 ▼	-62.0%	5,941	0.1%	ETF
NEAR iShares Short Duration Bond Active ETF	$788,044	$20,792 ▼	-2.6%	15,805	0.1%	ETF
PSX Phillips 66	$788,012	$41,622 ▼	-5.0%	3,086	0.1%	Energy
ENSG The Ensign Group	$782,262	$48,848 ▲	6.7%	4,548	0.1%	Healthcare
FFEB FT Vest U.S. Equity Buffer ETF - February	$775,559		0.0%	12,390	0.1%	ETF
DKS DICK'S Sporting Goods	$756,387	$363,286 ▲	92.4%	5,632	0.1%	Consumer Discretionary
FCX Freeport-McMoRan	$753,764	$68,180 ▲	9.9%	10,768	0.1%	Materials
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January	$722,871		0.0%	15,681	0.1%	ETF
ETN Eaton	$705,721	$15,473 ▼	-2.1%	1,642	0.1%	Industrials
INTU Intuit	$698,550	$43,005 ▲	6.6%	2,534	0.1%	Technology
FIRST TR EXCHNG TRADED FD VI	$697,165	$12,731 ▲	1.9%	22,178	0.1%	VEST US EQUITY B
PAY Paymentus	$692,219	$23,899 ▲	3.6%	22,592	0.1%	Finance
PRDO Perdoceo Education	$686,941	$47,061 ▲	7.4%	22,202	0.1%	Consumer Discretionary
IBM International Business Machines	$673,426	$12,536 ▼	-1.8%	3,062	0.1%	Technology
URI United Rentals	$663,151	$55,013 ▲	9.0%	663	0.1%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$657,278	$2,417 ▲	0.4%	11,691	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$626,457		0.0%	14,678	0.1%	FT VEST U.S EQT
JPST JPMorgan Ultra-Short Income ETF	$610,243	$172,923 ▼	-22.1%	12,115	0.1%	ETF
FPE First Trust Preferred Securities and Income ETF	$608,714	$11,304 ▲	1.9%	35,702	0.1%	ETF
DOV Dover	$603,515	$46,208 ▲	8.3%	3,226	0.1%	Industrials
STK Columbia Seligman Premium Technology Growth Fund	$597,654		0.0%	11,115	0.1%	Finance
FIRST TR EXCHNG TRADED FD VI	$595,938		0.0%	14,608	0.1%	FT VEST US EQT
QQQ Invesco QQQ	$594,035		0.0%	803	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