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CIK: 0001576053
Total reported value
$1.2B
$1.2B
341 檔
24.3%
At the close of Q4 2025, LVW Advisors, LLC disclosed equity holdings valued at approximately $1.2B, spread across 341 reported holdings.
In Q4 2025, LVW Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHD, SCHO) accounted for 24.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 341 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.91% | -0.12% | -0.66% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.20% | -0.77% | -5.51% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.12% | -0.34% | +4.55% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.09% | -0.16% | -8.75% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.24% | -0.32% | +1.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.12% | +3.47% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 3.75% | +0.17% | +3.82% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.55% | -0.14% | +4.93% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | +0.98% | +47.25% | |
| 10 | CGIE | Cap Group Intl Equity | ETF-Other | 2.71% | -0.24% | +6.89% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | — | -3.85% | |
| 12 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.59% | -0.02% | +3.97% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.57% | -0.07% | -14.86% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.36% | -0.01% | -1.33% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 2.35% | — | +0.72% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.14% | -0.91% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.23% | +2.74% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.42% | +62.10% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | -0.13% | +3.15% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.14% | -0.45% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.06% | +1.97% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.15% | +1.08% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | -0.02% | -13.66% | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.78% | -0.08% | +2.33% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.03% | -1.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.02% | -0.81% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.10% | -4.10% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.58% | -1.23% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.02% | +1.66% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +15.93% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.01% | +0.17% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | -0.05% | +4.03% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.04% | +0.62% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.03% | -2.03% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.02% | -2.31% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.06% | +5.08% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -2.33% | -79.41% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.36% | +0.01% | -8.70% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.13% | -10.00% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.35% | -0.05% | +12.99% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | -0.03% | -3.39% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.33% | -0.04% | +0.02% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.31% | +0.02% | +7.55% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.03% | +44.23% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.29% | -0.05% | -4.58% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | -0.01% | -0.17% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | — | -4.56% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.27% | -0.05% | +9.38% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.27% | -0.02% | -0.33% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.27% | -0.05% | -41.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.2% | +47.25% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | +62.10% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +3.47% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -0.45% | Trim |
| 5 | CGIE | Cap Group Intl Equity | +0.2% | +6.89% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.08% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.66% | Trim |
| 8 | SCHO | Schwab Short-term US Treas | +0.2% | +4.55% | Add |
| 9 | CGGO | Cap Group Global Growth | +0.2% | +3.82% | Add |
| 10 | BIV | Vanguard Intermediate-term B | +0.1% | +4.93% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +5.08% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | +44.23% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +26.82% | Add |
| 14 | TAFM | AB Tax Aware Inter Muni | +0.1% | +3.97% | Add |
| 15 | C | Citigroup Inc | +0.1% | +268.42% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.93% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.97% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.66% | Add |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +52.72% | Add |
| 20 | ODFL | Old Dominion Freight Line | +0.1% | +76.64% | Add |
| 21 | USB | US Bancorp | +0.1% | +7.55% | Add |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +22.99% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +82.83% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | +3.15% | Add |
| 25 | GILD | Gilead Sciences Inc | 0% | +9.38% | Add |
| 26 | ABT | Abbott Laboratories | 0% | -18.05% | Trim |
| 27 | SO | Southern Co/the | -0.1% | -18.12% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | -4.56% | Trim |
| 29 | PM | Philip Morris International | -0.1% | -21.05% | Trim |
| 30 | NFLX | Netflix Inc | -0.1% | +822.90% | Add |
| 31 | VICI | Vici Properties Inc | -0.1% | -53.99% | Trim |
| 32 | AVGO | Broadcom Inc | -0.1% | -13.66% | Trim |
| 33 | MO | Altria Group Inc | -0.1% | -8.70% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | -4.10% | Trim |
| 35 | NVDA | Nvidia CORP | -0.1% | -3.85% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | -0.91% | Trim |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -41.73% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -5.51% | Trim |
| 39 | VUG | Vanguard Growth ETF | -0.4% | -14.86% | Trim |
| 40 | VONG | Vanguard Russell 1000 Growth | -0.5% | -8.75% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | -79.41% | Trim |
| 42 | RMOP | Rockefeller Opport Muni ETF | — | NEW | New buy |
| 43 | UTWO | F/m US Treasury 2 Year Note | — | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 45 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 47 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 48 | TTAN | Servicetitan Inc-a | — | NEW | New buy |
| 49 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 50 | WRBY | Warby Parker Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 341 disclosed positions in Q4 2025.
During Q4 2025, LVW Advisors, LLC's top holdings by market value included VEA (7.9%)、SCHD (6.2%)、SCHO (5.1%). The largest single position, VEA, represented 7.9% 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
RMOP
市值: $909.9K
Top Position Liquidated / Trimmed
TTEN
前期市值: $635.3K
In Q4 2025, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 4 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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