§ 13F · FUND PROFILE
LVW Advisors, LLC.
AUM · $1.2B (13F)Positions · 462Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.24M | $109M | 9.4% | +7% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.14M | $81M | 7.0% | −3% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 2.18M | $53M | 4.6% | +3% |
| 4 | STIP | ISHARES TR | 431K | $44M | 3.8% | +3% |
| 5 | AAPL | APPLE INC | 140K | $41M | 3.5% | ±0% |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 955K | $40M | 3.5% | −9% |
| 7 | BIV | VANGUARD BD INDEX FDS | 495K | $38M | 3.3% | +6% |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | 288K | $37M | 3.2% | −10% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 1.16M | $37M | 3.2% | −14% |
| 10 | SUB | ISHARES TR | 254K | $27M | 2.3% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVW SIGNAL
AC read
LVW Advisors, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 462 positions.
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