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CIK: 0001576053
Total reported value
$1.2B
$1.2B
435 檔
25.9%
During the Q1 2026 filing period, LVW Advisors, LLC (CIK: 0001576053) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 435 reported positions.
In Q1 2026, LVW Advisors, LLC displayed an active expansion posture, initiating 81 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 435 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.45% | +0.98% | +166.70% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.14% | -0.12% | -6.37% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.89% | -0.34% | +1.97% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.13% | -0.32% | +2.50% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.94% | -0.77% | -39.51% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.42% | -0.14% | +3.55% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.12% | -0.76% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.34% | -0.16% | -22.53% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 3.32% | +0.17% | -2.20% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.64% | -2.33% | +711.61% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.35% | -0.02% | -2.85% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-Other | 2.35% | -0.24% | -5.07% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.34% | — | +5.83% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | — | -3.87% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.98% | -0.07% | -8.53% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.53% | -0.23% | +13.90% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.42% | +6.85% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.14% | -2.58% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | -0.13% | -9.82% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.14% | +4.52% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.06% | +7.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.15% | +19.33% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | -0.01% | -51.28% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.02% | -2.39% | |
| 25 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.77% | -0.08% | +6.95% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.02% | +17.53% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | +0.05% | +1064.07% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.58% | +33.64% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.10% | +13.87% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.03% | +0.95% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.02% | -1.64% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +23.03% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | +0.04% | -4.06% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | -0.05% | -2.51% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.03% | +11.12% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.01% | +1.13% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.09% | +13.02% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.34% | -0.05% | +6.67% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.34% | +0.01% | -11.74% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.13% | -0.21% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.32% | -0.04% | -1.30% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.31% | -0.05% | +7.91% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.06% | +1.16% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.30% | +0.02% | +7.49% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.02% | -9.73% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | +0.17% | +31.91% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | -0.03% | -2.13% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.01% | +1.88% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.03% | +1.99% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.06% | +1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.9% | +166.70% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +711.61% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +1064.07% | Add |
| 4 | MU | Micron Technology Inc | +0.2% | +314.70% | Add |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +33.64% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +13.02% | Add |
| 7 | VALE | Vale Sa-sp Adr | +0.1% | +263.04% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +13.90% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +86.29% | Add |
| 10 | SYF | Synchrony Financial | +0.1% | +447.70% | Add |
| 11 | EQNR | Equinor Asa-spon Adr | +0.1% | +146.57% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +31.91% | Add |
| 13 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +290.50% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +62.10% | Add |
| 15 | CVX | Chevron CORP | +0.1% | +1.24% | Add |
| 16 | PHM | Pultegroup Inc | +0.1% | +146.82% | Add |
| 17 | SLB | Slb LTD | +0.1% | +179.06% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.03% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +55.12% | Add |
| 20 | C | Citigroup Inc | +0.1% | +64.43% | Add |
| 21 | EBAY | Ebay Inc | +0.1% | +134.99% | Add |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +137.54% | Add |
| 23 | GLD | Spdr Gold Shares | +0.1% | +81.68% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | +35.78% | Add |
| 25 | DE | Deere & Co | +0.1% | +32.67% | Add |
| 26 | NEM | Newmont CORP | +0.1% | +173.09% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +17.53% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -1.64% | Trim |
| 29 | GILD | Gilead Sciences Inc | 0% | +7.91% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | +16.55% | Add |
| 31 | GLW | Corning Inc | 0% | +12.79% | Add |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +63.98% | Add |
| 33 | AMD | Advanced Micro Devices | 0% | +73.62% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +19.33% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | +3.39% | Add |
| 36 | APO | Apollo Global Management Inc | 0% | +243.74% | Add |
| 37 | GS | Goldman Sachs Group Inc | 0% | +41.08% | Add |
| 38 | HON | Honeywell International Inc | 0% | +65.64% | Add |
| 39 | STT | State Street CORP | 0% | +48.44% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +21.56% | Add |
| 41 | CTVA | Corteva Inc | 0% | +8.72% | Add |
| 42 | SCHW | Schwab (charles) CORP | 0% | +118.51% | Add |
| 43 | INTC | Intel CORP | 0% | +59.82% | Add |
| 44 | ANET | Arista Networks Inc | 0% | +71.05% | Add |
| 45 | KLAC | Kla CORP | 0% | +45.85% | Add |
| 46 | COST | Costco Wholesale CORP | 0% | +1.71% | Add |
| 47 | MRK | Merck & Co. Inc. | 0% | -2.13% | Trim |
| 48 | FIX | Comfort Systems USA Inc | 0% | +7.37% | Add |
| 49 | WMT | Walmart Inc | 0% | +1.99% | Add |
| 50 | NFLX | Netflix Inc | 0% | +13.49% | Add |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 435 disclosed positions in Q1 2026.
During Q1 2026, LVW Advisors, LLC's top holdings by market value included SPYM (8.4%)、VEA (7.1%)、SCHO (4.9%). The largest single position, SPYM, represented 8.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, VEA, SCHO) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
WDC
市值: $2.6M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.1M
In Q1 2026, LVW Advisors, LLC made 200 total portfolio adjustments, initiating 81 new buys, adding to 59 positions, trimming 46 holdings, and fully liquidating 14 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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