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CIK: 0001576053
Total reported value
$1.2B
$1.2B
462 檔
27.6%
As reported in its official Q2 2026 Form 13F filing, LVW Advisors, LLC's tracked investment portfolio stood at $1.2B with 462 total positions.
In Q2 2026, LVW Advisors, LLC displayed an active expansion posture, initiating 43 new positions and adding to 88 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, VEA, SCHO) accounted for 27.6% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 462 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 | 9.43% | -0.20% | +7.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.02% | -0.88% | -2.53% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.55% | +0.30% | +3.31% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.81% | -0.19% | +3.06% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.31% | +0.27% | |
| 6 | CGGO | Cap Group Global Growth | ETF-Other | 3.49% | -0.07% | -8.52% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.28% | +0.54% | +6.38% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.18% | -0.85% | -9.83% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.17% | -0.40% | -14.05% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.34% | -0.30% | +10.26% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.33% | -0.79% | +7.54% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | +0.25% | -3.53% | |
| 13 | CGIE | Cap Group Intl Equity | ETF-Other | 2.11% | +0.01% | -8.98% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | -0.06% | +441.44% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.30% | -0.29% | -6.19% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | -0.08% | +0.55% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.26% | -0.13% | +70.32% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | — | +1.75% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.41% | -2.42% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.02% | +1.43% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | -0.41% | -16.80% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.95% | +0.01% | -6.26% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.03% | -33.06% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.15% | +6.81% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.02% | -11.65% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.74% | -0.09% | +6.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.01% | +3.48% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.69% | -0.25% | -3.37% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.01% | +2.01% | |
| 30 | WDC | Western Digital CORP | Stock-Tech | 0.57% | -0.28% | +7.37% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.14% | +1.97% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | -3.53% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | +0.11% | +407.53% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.16% | -7.30% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | -0.09% | -6.94% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | -0.07% | +2.18% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | -0.05% | +24.71% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.13% | +2.04% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.11% | +0.29% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -0.09% | -11.53% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | -0.02% | +2.89% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.35% | -0.04% | +2.20% | |
| 43 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.34% | -0.08% | +22.25% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.32% | -0.03% | +0.19% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.32% | -0.11% | +16.29% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.64% | -88.64% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.29% | -0.19% | -6.15% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.29% | +0.03% | +11.50% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.02% | -8.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +7.18% | Add |
| 2 | VTWO | Vanguard Russell 2000 ETF | +0.6% | +70.32% | Add |
| 3 | MU | Micron Technology Inc | +0.5% | +6.84% | Add |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +407.53% | Add |
| 5 | WDC | Western Digital CORP | +0.3% | +7.37% | Add |
| 6 | STX | Seagate Technology Holdings plc | +0.2% | +22.25% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +358.20% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | +11.50% | Add |
| 9 | INTC | Intel CORP | +0.2% | +33.80% | Add |
| 10 | CGGO | Cap Group Global Growth | +0.2% | -8.52% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +24.71% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | +16.29% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.75% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.55% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +2.18% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +0.27% | Add |
| 17 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +90.06% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -5.03% | Trim |
| 19 | ASX | Ase Technology Holding -adr | +0.1% | +113.29% | Add |
| 20 | GLW | Corning Inc | +0.1% | +10.09% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +23.43% | Add |
| 22 | ASML | ASML Holding N.V. | +0.1% | +9.98% | Add |
| 23 | C | Citigroup Inc | +0.1% | +34.80% | Add |
| 24 | MRVL | Marvell Technology Inc | +0.1% | -3.30% | Trim |
| 25 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | NEW | New buy |
| 26 | IMOS | Chipmos Technologies Inc-adr | +0.1% | +99.18% | Add |
| 27 | FLEX | Flex Ltd. | +0.1% | +22.40% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +1.43% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +2.89% | Add |
| 30 | KLAC | Kla CORP | +0.1% | +1068.81% | Add |
| 31 | XMTR | Xometry Inc-a | +0.1% | -1.58% | Trim |
| 32 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +149.70% | Add |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +44.11% | Add |
| 34 | DAL | Delta Air Lines Inc | +0.1% | +120.07% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.81% | Add |
| 36 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +180.34% | Add |
| 37 | EBAY | Ebay Inc | +0.1% | +31.77% | Add |
| 38 | EVTR | Eaton Vance Total Return | +0.1% | NEW | New buy |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -6.94% | Trim |
| 40 | BAC | Bank Of America CORP | 0% | +13.03% | Add |
| 41 | PHM | Pultegroup Inc | 0% | +38.63% | Add |
| 42 | GS | Goldman Sachs Group Inc | 0% | +16.37% | Add |
| 43 | STT | State Street CORP | 0% | +11.56% | Add |
| 44 | GEV | GE Vernova Inc | 0% | +20.12% | Add |
| 45 | MTB | M & T Bank CORP | 0% | +52.82% | Add |
| 46 | UBS | UBS Group AG | 0% | NEW | New buy |
| 47 | W | Wayfair Inc- Class A | 0% | NEW | New buy |
| 48 | ATI | Ati Inc | 0% | NEW | New buy |
| 49 | DELL | Dell Technologies -c | 0% | +0.39% | Add |
| 50 | AXON | Axon Enterprise Inc | 0% | 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 462 disclosed positions in Q2 2026.
During Q2 2026, LVW Advisors, LLC's top holdings by market value included SPYM (9.4%)、VEA (7.0%)、SCHO (4.5%). The largest single position, SPYM, represented 9.4% 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.
Top New Position Initiated
VOOV
市值: $928.6K
Top Position Liquidated / Trimmed
SGOV
前期市值: $988.5K
In Q2 2026, LVW Advisors, LLC made 199 total portfolio adjustments, initiating 43 new buys, adding to 88 positions, trimming 42 holdings, and fully liquidating 26 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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