§ 13F · FUND PROFILE
LVZ, Inc..
AUM · $984M (13F)Positions · 177Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 1.04M | $143M | 14.5% | −1% |
| 2 | IVE | ISHARES TR | 576K | $131M | 13.3% | +1% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 2.92M | $120M | 12.2% | +1% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 2.70M | $117M | 11.9% | +1% |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | 1.02M | $73M | 7.5% | ±0% |
| 6 | FTCB | FIRST TR EXCHANGE-TRADED FD | 3.24M | $68M | 6.9% | ±0% |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | 965K | $52M | 5.2% | ±0% |
| 8 | AGG | ISHARES TR | 359K | $36M | 3.6% | +3% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 700K | $29M | 3.0% | +2% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 123K | $10M | 1.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVZ, SIGNAL
AC read
LVZ, Inc. is a Other fund managing $984 million in assets. The fund runs a portfolio of 177 positions.
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