§ 13F · FUND PROFILE
LVW Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $916.6T (13F)Positions · 329Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$986.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 1.25M | $78.0T | 7.9% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 2.23M | $61.1T | 6.2% | NEW |
| 3 | SCHO | SCHWAB STRATEGIC TR | 2.07M | $50.5T | 5.1% | NEW |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | 413K | $50.2T | 5.1% | NEW |
| 5 | STIP | ISHARES TR | 408K | $41.8T | 4.2% | NEW |
| 6 | AAPL | APPLE INC | 141K | $38.2T | 3.9% | NEW |
| 7 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.07M | $37.0T | 3.8% | NEW |
| 8 | BIV | VANGUARD BD INDEX FDS | 449K | $35.0T | 3.5% | NEW |
| 9 | SPYM | SPDR SERIES TRUST | 434K | $34.8T | 3.5% | NEW |
| 10 | CGIE | CAPITAL GROUP INTERNATIONAL | 767K | $26.7T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVW SIGNAL
AC read
LVW Advisors, LLC is a Other fund managing $916626.4 trillion in assets. The fund runs a broad portfolio of 329 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed