13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001576053
Total reported value
$1.2B
$1.2B
326 檔
25.7%
The Q2 2025 SEC filing reveals that LVW Advisors, LLC held a total portfolio value of $1.2B, covering 326 public equity positions.
In Q2 2025, LVW Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, VEA, VONG) accounted for 25.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.61% | -0.77% | -6.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.67% | -0.12% | +1320.69% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.94% | -0.16% | +0.05% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.88% | -0.34% | -4.47% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.39% | -0.32% | -1.87% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.31% | -0.14% | +4.22% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 3.30% | +0.17% | +23.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.12% | -3.69% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.05% | -0.07% | -21.43% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.56% | -0.01% | +1.32% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.39% | -0.02% | +8.31% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-Other | 2.37% | -0.24% | +17.57% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.30% | — | +6.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -2.33% | +894.52% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.14% | +12.41% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | — | +18.63% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.23% | -26.21% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.33% | -0.13% | +23.22% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.06% | +8.53% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | -0.02% | -6.85% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.42% | -2.16% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.03% | +5.98% | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.78% | -0.08% | +4.85% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.10% | +1.15% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.14% | +6.21% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.02% | +0.45% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.15% | +12.53% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.58% | -24.79% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -0.05% | +54.37% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | +0.01% | +7.31% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.02% | +10.33% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.43% | +0.04% | +5.25% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | -0.05% | +6.30% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | +15.07% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.03% | -12.49% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.13% | +3.70% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.37% | -0.04% | +2.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | +1.64% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.01% | +81.36% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | +1.26% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.31% | -0.02% | +2.06% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.31% | -0.05% | +1.90% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 0.30% | -0.03% | +10.14% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.07% | +11.22% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.01% | +22.70% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.28% | -0.02% | +2.29% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.27% | -0.03% | +63.19% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | — | +11.74% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.27% | -0.02% | +5.60% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.27% | -0.05% | +13.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +7.1% | +1320.69% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +894.52% | Add |
| 3 | CGGO | Cap Group Global Growth | +0.7% | +23.13% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +18.63% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | +12.41% | Add |
| 6 | VONG | Vanguard Russell 1000 Growth | +0.4% | +0.05% | Add |
| 7 | CGIE | Cap Group Intl Equity | +0.4% | +17.57% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -6.85% | Trim |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +23.22% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +1.32% | Add |
| 11 | PM | Philip Morris International | +0.2% | +81.36% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +63.19% | Add |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +54.37% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +8.53% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +1.15% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.53% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | +11.22% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +6.21% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +22.70% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 21 | CTVA | Corteva Inc | +0.1% | NEW | New buy |
| 22 | ECL | Ecolab Inc | +0.1% | +44.65% | Add |
| 23 | GWW | Ww Grainger Inc | +0.1% | +114.99% | Add |
| 24 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -2.16% | Trim |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +48.91% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +5.25% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +6.30% | Add |
| 29 | IYW | Ishares Ustechnology ETF | 0% | +2.29% | Add |
| 30 | SPGI | S&p Global Inc | 0% | +24.49% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +3.70% | Add |
| 32 | MA | Mastercard Inc - A | 0% | +10.33% | Add |
| 33 | V | Visa Inc-class A Shares | 0% | +5.98% | Add |
| 34 | SUB | Ishares Short-term National | 0% | +6.86% | Add |
| 35 | TAFM | AB Tax Aware Inter Muni | -0.1% | +8.31% | Add |
| 36 | CRL | Charles River Laboratories | -0.1% | EXIT | Sold out |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | -0.1% | -55.70% | Trim |
| 38 | LII | Lennox International Inc | -0.1% | -30.54% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -45.53% | Trim |
| 40 | BIV | Vanguard Intermediate-term B | -0.1% | +4.22% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.45% | Add |
| 42 | ABBV | Abbvie Inc | -0.2% | -12.49% | Trim |
| 43 | VTWO | Vanguard Russell 2000 ETF | -0.2% | -24.79% | Trim |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | -0.5% | -1.87% | Trim |
| 45 | VUG | Vanguard Growth ETF | -0.6% | -21.43% | Trim |
| 46 | BND | Vanguard Total Bond Market | -0.7% | -26.21% | Trim |
| 47 | SCHO | Schwab Short-term US Treas | -0.7% | -4.47% | Trim |
| 48 | AAPL | Apple Inc | -0.8% | -3.69% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | -2.2% | -6.09% | Trim |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | -7.5% | -98.95% | Trim |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 326 disclosed positions in Q2 2025.
During Q2 2025, LVW Advisors, LLC's top holdings by market value included SCHD (9.6%)、VEA (7.7%)、VONG (5.9%). The largest single position, SCHD, represented 9.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
JPST
市值: $677.4K
Top Position Liquidated / Trimmed
CRL
前期市值: $488.7K
In Q2 2025, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.