§ 13F · FUND PROFILE
LVZ, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $834.0T (13F)Positions · 156Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.6T 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 FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 1.02M | $125.7T | 7.0% | −1% |
| 2 | IVW | ISHARES TR | 1.02M | $125.7T | 7.0% | −1% |
| 3 | IVE | ISHARES TR | 592K | $125.6T | 7.0% | −1% |
| 4 | IVE | ISHARES TR | 592K | $125.6T | 7.0% | −1% |
| 5 | SDVY | FIRST TR EXCHANGE-TRADED FD | 2.81M | $107.5T | 6.0% | ±0% |
| 6 | SDVY | FIRST TR EXCHANGE-TRADED FD | 2.81M | $107.5T | 6.0% | ±0% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 1.86M | $71.0T | 4.0% | ±0% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 1.86M | $71.0T | 4.0% | ±0% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 1.82M | $69.2T | 3.9% | +1% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 1.82M | $69.2T | 3.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LVZ, SIGNAL
AC read
LVZ, Inc. is a Other fund managing $834009.9 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed