LVW Advisors, LLC: 13F holdings
CIK 15760532026Q2
| Positions | 462 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 1,241,597 | $109.1m | 9.4% |
| VEA VANGUARD TAX-MANAGED FDS | 1,140,123 | $81.2m | 7.0% |
| SCHO SCHWAB STRATEGIC TR | 2,182,846 | $52.7m | 4.6% |
| STIP ISHARES TR | 431,464 | $44.1m | 3.8% |
| AAPL APPLE INC | 139,990 | $40.5m | 3.5% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 955,271 | $40.4m | 3.5% |
| BIV VANGUARD BD INDEX FDS | 494,779 | $37.9m | 3.3% |
| VONG VANGUARD SCOTTSDALE FDS | 288,259 | $36.8m | 3.2% |
| SCHD SCHWAB STRATEGIC TR | 1,158,802 | $36.7m | 3.2% |
| SUB ISHARES TR | 253,970 | $27.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1576053")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.