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CIK: 0001574408
Total reported value
$984.3M
$984.3M
161 檔
53.4%
In Q1 2026, LVZ, Inc.'s U.S. equity holdings reached a combined market value of $984.3M, distributed across 161 disclosed stock positions.
In Q1 2026, LVZ, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 85 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVE, IVW, DFAI) accounted for 53.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 13.80% | -0.51% | -3.28% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.52% | +0.97% | +2.75% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 12.88% | -0.65% | +55.43% | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.03% | -0.18% | -4.66% | |
| 5 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 7.75% | -0.88% | +4.61% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.12% | +0.34% | +1.58% | |
| 7 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.93% | -0.69% | +3.19% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.96% | -0.35% | +3.47% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.88% | +0.09% | -62.23% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.95% | +0.08% | +15.03% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.85% | -0.03% | +16.63% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | +0.06% | +7.00% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.71% | -0.02% | -4.06% | |
| 14 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.71% | +0.04% | +13.02% | |
| 15 | BIBL | Inspire 100 ETF | ETF-Other | 0.59% | +0.05% | -27.64% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 0.57% | +0.01% | +10.94% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.14% | -12.40% | |
| 18 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.53% | -0.04% | +52.28% | |
| 19 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.53% | -0.05% | +7.30% | |
| 20 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.51% | — | -3.58% | |
| 21 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.48% | +0.04% | +17.22% | |
| 22 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.46% | -0.02% | +1.22% | |
| 23 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.43% | -0.03% | +66.47% | |
| 24 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.33% | -0.02% | -22.05% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.02% | +0.20% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.14% | -14.59% | |
| 27 | INCM | Franklin Income Focus ETF | ETF-Other | 0.31% | -0.03% | +2.27% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.03% | +1.03% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | +12.73% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.23% | — | +7.93% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | +0.08% | +10.01% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | +1.14% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.21% | +0.02% | +8.51% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | +34.32% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.18% | +0.01% | +0.82% | |
| 36 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.18% | -0.03% | -10.66% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.02% | +3.06% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.01% | +2.56% | |
| 39 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.17% | -0.01% | +0.87% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.16% | -0.03% | +3.59% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.02% | +1.52% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.02% | -0.84% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.16% | -0.02% | +8.04% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.15% | -0.04% | -16.28% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +2.08% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | — | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.15% | +0.06% | +39.11% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.15% | -0.03% | +1.76% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | +0.08% | +0.32% | |
| 50 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.14% | — | +8.33% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 161 disclosed positions in Q1 2026.
During Q1 2026, LVZ, Inc.'s top holdings by market value included IVE (13.8%)、IVW (13.5%)、DFAI (12.9%). The largest single position, IVE, represented 13.8% of total portfolio value.
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Top New Position Initiated
RHP
市值: $700.6K
Top Position Liquidated / Trimmed
OEF
前期市值: $1.9M
In Q1 2026, LVZ, Inc. made 151 total portfolio adjustments, initiating 11 new buys, adding to 85 positions, trimming 36 holdings, and fully liquidating 19 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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