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CIK: 0001574408
Total reported value
$984.3M
$984.3M
156 檔
43.0%
At the close of Q2 2025, LVZ, Inc. disclosed equity holdings valued at approximately $984.3M, spread across 156 reported holdings.
In Q2 2025, LVZ, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SDVY, IVW, IVE) accounted for 43.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 11.62% | -0.18% | +3.02% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.35% | +0.97% | +1.67% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.53% | -0.51% | +1.96% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.73% | +0.09% | +1.85% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 8.53% | -0.65% | -0.34% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.20% | +0.14% | +5.33% | |
| 7 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 7.68% | -0.88% | +0.88% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.91% | -0.69% | +0.79% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.84% | +0.34% | +2.81% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.96% | -0.35% | +0.73% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.14% | +50.01% | |
| 12 | BIBL | Inspire 100 ETF | ETF-Other | 0.75% | +0.05% | -3.24% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | +0.06% | +15.15% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.61% | +0.08% | +3.91% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.02% | -2.53% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.54% | -0.03% | +2.23% | |
| 17 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.52% | -0.05% | -3.97% | |
| 18 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.44% | +0.04% | +4.48% | |
| 19 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.44% | -0.02% | -0.35% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | +0.01% | -1.13% | |
| 21 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.38% | -0.04% | -5.28% | |
| 22 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.36% | +0.04% | -0.30% | |
| 23 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.36% | — | -2.97% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.15% | +147.24% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | +3.52% | |
| 26 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.33% | -0.02% | -3.40% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.30% | +0.13% | NEW | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | -0.01% | |
| 29 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.27% | -0.03% | -0.95% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | +2.96% | |
| 31 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.27% | +0.02% | -2.40% | |
| 32 | INCM | Franklin Income Focus ETF | ETF-Other | 0.27% | -0.03% | +0.24% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | — | — | |
| 34 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.22% | — | +0.75% | |
| 35 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.22% | +0.16% | NEW | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | +0.15% | NEW | |
| 37 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.22% | +0.14% | NEW | |
| 38 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.22% | +0.13% | NEW | |
| 39 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.21% | +0.14% | NEW | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.21% | -0.03% | +2.02% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | +0.01% | +3.68% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.20% | +0.02% | +5.48% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | +3.92% | |
| 44 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.17% | -0.01% | +3.60% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | +4.41% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | +11.00% | |
| 47 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.15% | -0.02% | EXIT | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.14% | — | +2.87% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.14% | -0.02% | — | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.14% | — | +5.62% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 156 disclosed positions in Q2 2025.
During Q2 2025, LVZ, Inc.'s top holdings by market value included SDVY (11.6%)、IVW (11.3%)、IVE (10.5%). The largest single position, SDVY, represented 11.6% of total portfolio value.
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Top New Position Initiated
OEF
市值: $1.9M
Top Position Liquidated / Trimmed
IPAC
前期市值: $1.8M
In Q2 2025, LVZ, Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 20 positions, trimming 9 holdings, and fully liquidating 6 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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