§ 13F · FUND PROFILE
LVW Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $917M (13F)Positions · 329Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.16M | $89M | 8.4% | +167% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.17M | $75M | 7.1% | −6% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 2.11M | $51M | 4.9% | +2% |
| 4 | STIP | ISHARES TR | 419K | $43M | 4.1% | +3% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 1.35M | $41M | 3.9% | −40% |
| 6 | BIV | VANGUARD BD INDEX FDS | 465K | $36M | 3.4% | +4% |
| 7 | AAPL | APPLE INC | 140K | $35M | 3.4% | −1% |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | 320K | $35M | 3.3% | −23% |
| 9 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.04M | $35M | 3.3% | −2% |
| 10 | TAFM | AB ACTIVE ETFS INC | 977K | $25M | 2.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVW SIGNAL
AC read
LVW Advisors, LLC is a Other fund managing $917 million in assets. The fund runs a broad portfolio of 329 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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