§ 13F · FUND PROFILE
LVZ, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $880M (13F)Positions · 162Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 573K | $121M | 13.8% | −52% |
| 2 | IVW | ISHARES TR | 1.05M | $119M | 13.5% | −49% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 2.90M | $113M | 12.9% | −22% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 2.67M | $105M | 12.0% | −52% |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | 3.24M | $68M | 7.8% | −48% |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | 1.02M | $62M | 7.1% | −49% |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | 967K | $52M | 5.9% | −48% |
| 8 | AGG | ISHARES TR | 350K | $35M | 4.0% | −48% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 687K | $25M | 2.9% | −81% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 117K | $8M | 0.9% | −42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVZ, SIGNAL
AC read
LVZ, Inc. is a Other fund managing $880 million in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed