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CIK: 0001574408
Total reported value
$975.0M
$975.0M
177 檔
59.9%
During the Q2 2026 filing period, LVZ, Inc. (CIK: 0001574408) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $975.0M across 177 reported positions.
In Q2 2026, LVZ, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 81 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 14.49% | +0.45% | -1.04% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 13.29% | +0.17% | +0.58% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 12.23% | +0.26% | +0.78% | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-Other | 11.85% | -0.55% | +1.11% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 7.46% | +0.14% | -0.15% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 6.87% | -0.28% | +0.07% | |
| 7 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.24% | -0.18% | -0.22% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.61% | -0.01% | +2.75% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.97% | -2.97% | EXIT | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.03% | +0.10% | +5.30% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.88% | +0.05% | +4.42% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.82% | +0.12% | +7.51% | |
| 13 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.75% | -0.75% | EXIT | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.12% | -4.43% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | +22.94% | |
| 16 | BIBL | Inspire 100 ETF | ETF-Other | 0.64% | -0.04% | -0.46% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | +0.01% | -2.79% | |
| 18 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.52% | -0.02% | -3.77% | |
| 19 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.51% | -0.04% | -0.19% | |
| 20 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.49% | +0.01% | -0.07% | |
| 21 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.48% | -0.01% | +1.19% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.17% | +41.04% | |
| 23 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.44% | -0.01% | +0.37% | |
| 24 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.40% | +0.02% | -3.10% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.03% | +4.02% | |
| 26 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.31% | +0.02% | -3.42% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.02% | +4.61% | |
| 28 | INCM | Franklin Income Focus ETF | ETF-Other | 0.28% | +0.01% | +2.46% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.11% | +9.82% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | -0.16% | +156.02% | |
| 31 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.23% | — | +12.62% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.23% | -0.07% | -16.12% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | — | +5.73% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.01% | +3.49% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.02% | +2.22% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.21% | +0.01% | +45.36% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | -2.73% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | -0.02% | +18.13% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | +0.02% | +13.97% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.04% | +1.38% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | — | -6.00% | |
| 42 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.16% | — | +4.32% | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | -2.32% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.15% | +0.02% | -11.35% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | -0.01% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | +0.01% | +3.16% | |
| 48 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.15% | -0.01% | -15.26% | |
| 49 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.15% | -0.02% | -0.57% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.01% | +1.86% |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $975.0M across 177 disclosed positions in Q2 2026.
During Q2 2026, LVZ, Inc.'s top holdings by market value included IVW (14.5%)、IVE (13.3%)、DFAI (12.2%). The largest single position, IVW, represented 14.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, DFAI) accounted for 59.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWC
市值: $1.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $252.2K
In Q2 2026, LVZ, Inc. made 153 total portfolio adjustments, initiating 23 new buys, adding to 81 positions, trimming 42 holdings, and fully liquidating 7 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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