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CIK: 0001576053
Total reported value
$1.2B
$1.2B
346 檔
24.6%
In Q3 2025, LVW Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 346 disclosed stock positions.
In Q3 2025, LVW Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHD, VONG) accounted for 24.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.69% | -0.12% | +2.03% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.58% | -0.77% | -29.01% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.56% | -0.16% | -9.28% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.94% | -0.34% | +8.03% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.24% | -0.32% | +2.75% | |
| 6 | CGGO | Cap Group Global Growth | ETF-Other | 3.59% | +0.17% | +8.65% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.12% | -7.58% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.41% | -0.14% | +9.09% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.99% | -0.07% | -4.39% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | — | +55.58% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.51% | -0.02% | +10.02% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-Other | 2.47% | -0.24% | +8.86% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | +0.98% | — | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 2.36% | — | +9.09% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.36% | -0.01% | -10.08% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.14% | +11.54% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | -2.33% | -23.56% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.41% | -0.23% | +3.15% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | -0.13% | +1.54% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.06% | +6.09% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | -0.02% | +1.17% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.14% | +1.15% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.42% | +3.32% | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.78% | -0.08% | +4.94% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.15% | -3.86% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.10% | +3.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.02% | -1.30% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.03% | -3.52% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.58% | -4.09% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.01% | +29.68% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.05% | +0.36% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | +2.08% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | +0.01% | -12.41% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | -0.05% | +3.69% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.03% | -4.83% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.04% | -2.73% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | +12.32% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.02% | -11.51% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.03% | +7.03% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | +0.70% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.13% | -1.17% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.31% | -0.05% | +7.44% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.30% | -0.04% | -9.12% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.30% | -0.05% | +10.83% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | -0.01% | -0.55% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | -0.01% | -6.08% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.27% | -0.02% | -7.96% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.06% | +3.46% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.07% | +6.86% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.26% | +0.02% | +9.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +7.2% | +2.03% | Add |
| 2 | NVDA | Nvidia CORP | +1.7% | +55.58% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | -23.56% | Add |
| 4 | CGGO | Cap Group Global Growth | +1% | +8.65% | Add |
| 5 | MSFT | Microsoft CORP | +0.7% | +11.54% | Add |
| 6 | CGIE | Cap Group Intl Equity | +0.5% | +8.86% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +1.17% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +1.15% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +29.68% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | +7.03% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.3% | +1.54% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.86% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +6.09% | Add |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +0.36% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +3.32% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +3.05% | Add |
| 17 | PM | Philip Morris International | +0.1% | -6.08% | Add |
| 18 | TAFM | AB Tax Aware Inter Muni | +0.1% | +10.02% | Add |
| 19 | PLD | Prologis Inc | +0.1% | +108.61% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +24.87% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +6.86% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.46% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.32% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +2.08% | Add |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +3.69% | Add |
| 26 | MDT | Medtronic plc | 0% | +10.83% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | -5.35% | Add |
| 28 | ECL | Ecolab Inc | 0% | -1.30% | Add |
| 29 | VONG | Vanguard Russell 1000 Growth | 0% | -9.28% | Trim |
| 30 | IYW | Ishares Ustechnology ETF | 0% | -7.96% | Trim |
| 31 | SUB | Ishares Short-term National | 0% | +9.09% | Add |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -2.73% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | -10.08% | Trim |
| 34 | PYLD | Pimco Multisector Bond Actv | 0% | +4.94% | Add |
| 35 | BIV | Vanguard Intermediate-term B | 0% | +9.09% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.63% | Trim |
| 37 | LII | Lennox International Inc | -0.1% | -12.43% | Trim |
| 38 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -81.51% | Trim |
| 39 | VTWO | Vanguard Russell 2000 ETF | -0.2% | -4.09% | Trim |
| 40 | AAPL | Apple Inc | -0.5% | -7.58% | Trim |
| 41 | VUG | Vanguard Growth ETF | -0.6% | -4.39% | Trim |
| 42 | SCHO | Schwab Short-term US Treas | -0.7% | +8.03% | Add |
| 43 | BND | Vanguard Total Bond Market | -0.7% | +3.15% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | -5.3% | -29.01% | Trim |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | -7.6% | -65.57% | Trim |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 47 | CTVA | Corteva Inc | — | NEW | New buy |
| 48 | APP | Applovin Corp-class A | — | NEW | New buy |
| 49 | XMTR | Xometry Inc-a | — | NEW | New buy |
| 50 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 346 disclosed positions in Q3 2025.
During Q3 2025, LVW Advisors, LLC's top holdings by market value included VEA (7.7%)、SCHD (6.6%)、VONG (5.6%). The largest single position, VEA, represented 7.7% 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
SPYM
市值: $23.1M
Top Position Liquidated / Trimmed
SCHD
前期市值: $98.9M
In Q3 2025, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 0 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.
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