13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001574408
Total reported value
$984.3M
$984.3M
169 檔
50.7%
The Q4 2025 SEC filing reveals that LVZ, Inc. held a total portfolio value of $984.3M, covering 169 public equity positions.
In Q4 2025, LVZ, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SDVY) accounted for 50.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.05% | +0.97% | -0.69% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 14.04% | -0.51% | -0.55% | |
| 3 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.02% | -0.18% | +0.16% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 7.94% | -0.65% | -0.06% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.74% | +0.09% | +1.48% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 7.35% | -0.88% | +0.75% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.07% | +0.34% | +0.40% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.66% | -0.69% | +1.15% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -0.35% | +0.53% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.84% | +0.08% | +14.58% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | +0.06% | -5.12% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.02% | +2.33% | |
| 13 | BIBL | Inspire 100 ETF | ETF-Other | 0.76% | +0.05% | -0.18% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.72% | -0.03% | +21.63% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.14% | -26.23% | |
| 16 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.62% | +0.04% | +13.60% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | +0.01% | -6.71% | |
| 18 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.49% | -0.05% | -0.59% | |
| 19 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.47% | — | +0.43% | |
| 20 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.43% | -0.02% | +0.91% | |
| 21 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.43% | -0.02% | -4.67% | |
| 22 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.42% | +0.04% | -5.06% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | +0.14% | -38.44% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | +3.37% | |
| 25 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.33% | -0.04% | +0.56% | |
| 26 | INCM | Franklin Income Focus ETF | ETF-Other | 0.29% | -0.03% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | — | +5.94% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -19.87% | |
| 29 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.23% | -0.03% | -6.45% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.21% | -0.03% | +4.06% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | +0.08% | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.21% | — | -5.96% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.21% | — | — | |
| 34 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.21% | +0.14% | NEW | |
| 35 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.19% | +0.14% | NEW | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | +0.15% | NEW | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.19% | +0.13% | NEW | |
| 38 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.19% | -0.03% | +45.67% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | +0.01% | +3.28% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.19% | +0.16% | NEW | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.19% | +0.02% | +14.81% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | +0.02% | +12.11% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.02% | +5.37% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.01% | +7.69% | |
| 45 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.17% | -0.01% | +2.05% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | +69.59% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.15% | -0.02% | +7.58% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | -2.79% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +22.06% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.13% | — | +14.52% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 169 disclosed positions in Q4 2025.
During Q4 2025, LVZ, Inc.'s top holdings by market value included IVW (14.1%)、IVE (14.0%)、SDVY (12.0%). The largest single position, IVW, represented 14.1% 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
XLK
市值: $1.9M
Top Position Liquidated / Trimmed
FQAL
前期市值: $1.9M
In Q4 2025, LVZ, Inc. made 49 total portfolio adjustments, initiating 12 new buys, adding to 18 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.