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CIK: 0001574408
Total reported value
$984.3M
$984.3M
162 檔
49.7%
As reported in its official Q3 2025 Form 13F filing, LVZ, Inc.'s tracked investment portfolio stood at $984.3M with 162 total positions.
In Q3 2025, LVZ, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SDVY) accounted for 49.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWC
市值: $2.1M
Top Position Liquidated / Trimmed
XLV
前期市值: $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.09% | +0.97% | +19.45% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 13.97% | -0.51% | +32.41% | |
| 3 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.10% | -0.18% | +1.94% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 7.70% | -0.65% | -9.34% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.70% | +0.09% | -12.39% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 7.45% | -0.88% | +1.04% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.13% | +0.34% | +48.47% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.70% | -0.69% | +0.70% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.83% | -0.35% | +1.10% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.14% | +10.27% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.83% | +0.06% | +19.70% | |
| 12 | BIBL | Inspire 100 ETF | ETF-Other | 0.76% | +0.05% | -0.30% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.73% | +0.08% | +16.26% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.02% | +2.15% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.61% | -0.03% | +17.32% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.14% | -92.83% | |
| 17 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.54% | +0.04% | +19.39% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.01% | +32.93% | |
| 19 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.50% | -0.05% | +1.74% | |
| 20 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.48% | — | +33.82% | |
| 21 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.46% | -0.02% | +6.06% | |
| 22 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.45% | +0.04% | +22.06% | |
| 23 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.44% | -0.02% | +38.82% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | +2.04% | |
| 25 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.32% | -0.04% | -12.52% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | +0.15% | -15.50% | |
| 27 | INCM | Franklin Income Focus ETF | ETF-Other | 0.29% | -0.03% | +10.73% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | +1.19% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | — | +5.25% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.27% | +0.13% | NEW | |
| 31 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.24% | +0.16% | NEW | |
| 32 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.24% | -0.03% | -16.96% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.03% | +10.83% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.22% | — | -5.09% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | +0.15% | NEW | |
| 36 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.22% | +0.14% | NEW | |
| 37 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.21% | +0.13% | NEW | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | +0.01% | +7.43% | |
| 39 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.17% | -0.01% | +0.62% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.01% | +1.37% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.16% | +0.02% | -20.06% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.02% | +5.67% | |
| 43 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.15% | +0.14% | NEW | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | -15.01% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.14% | -0.02% | +0.77% | |
| 46 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.14% | — | -41.46% | |
| 47 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.13% | -0.03% | — | |
| 48 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.13% | -0.02% | EXIT | |
| 49 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.13% | +0.02% | -52.21% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.13% | -0.04% | +0.02% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 162 disclosed positions in Q3 2025.
During Q3 2025, LVZ, Inc.'s top holdings by market value included IVW (14.1%)、IVE (14.0%)、SDVY (12.1%). The largest single position, IVW, represented 14.1% of total portfolio value.
In Q3 2025, LVZ, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 9 holdings, and fully liquidating 5 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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