Lvw Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Lvw Advisors, Llc disclosed 457 stock positions valued at approximately $1.18B as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 457
- Portfolio Value
- $1.18B
Holdings by Sector
Lvw Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 9.29% | 1,220,711 | -20,886 | -1.68% | $109,571,020 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.18% | 1,033,288 | -106,835 | -9.37% | $72,960,472 |
| SCHWAB STRATEGIC TR | SCHO | Other | 4.88% | 2,411,339 | +228,493 | +10.47% | $57,534,555 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.84% | 622,152 | +127,373 | +25.74% | $45,329,995 |
| APPLE INC | AAPL | Technology | 3.84% | 135,963 | -4,027 | -2.88% | $45,278,414 |
| ISHARES TR | STIP | Other | 3.64% | 430,859 | -605 | -0.14% | $42,956,619 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 3.44% | 1,020,330 | +65,059 | +6.81% | $40,588,742 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.79% | 1,012,301 | -146,501 | -12.64% | $32,930,145 |
| NVIDIA CORPORATION | NVDA | Technology | 2.47% | 127,757 | -268 | -0.21% | $29,177,144 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.35% | 214,782 | -73,477 | -25.49% | $27,691,841 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.13% | 685,014 | +22,282 | +3.36% | $25,143,441 |
| ISHARES TR | SUB | Other | 2.05% | 231,605 | -22,365 | -8.81% | $24,211,938 |
| VANGUARD INDEX FDS | VUG | Other | 1.86% | 243,456 | -13,596 | -5.29% | $21,937,841 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 36,307 | +346 | +0.96% | $18,621,884 |
| AB ACTIVE ETFS INC | TAFM | Other | 1.55% | 763,784 | -287,086 | -27.32% | $18,323,179 |
| ALPHABET INC | GOOG | Communication Services | 1.21% | 41,796 | -227 | -0.54% | $14,241,552 |
| ALPHABET INC | GOOGL | Communication Services | 1.18% | 40,316 | +2,369 | +6.24% | $13,871,922 |
| ISHARES TR | IJH | Other | 1.17% | 192,500 | +151,638 | +371.10% | $13,850,375 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.14% | 119,924 | -633 | -0.53% | $13,460,234 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.13% | 53,558 | -1,864 | -3.36% | $13,343,976 |
| VANGUARD BD INDEX FDS | BND | Other | 1.01% | 170,133 | -34,243 | -16.75% | $11,934,830 |
| SPDR SERIES TRUST | BIL | Other | 0.98% | 125,891 | +109,716 | +678.31% | $11,536,652 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.96% | 316,438 | -9,241 | -2.84% | $11,369,617 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.87% | 30,877 | -485 | -1.55% | $10,215,049 |
| BROADCOM INC | AVGO | Technology | 0.79% | 26,406 | +3,119 | +13.39% | $9,273,465 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 17,233 | +329 | +1.95% | $8,581,247 |
| ISHARES TR | IJR | Other | 0.71% | 61,548 | -26,218 | -29.87% | $8,372,990 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.68% | 30,371 | +5,674 | +22.97% | $8,040,300 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.65% | 7,235 | -182 | -2.45% | $7,706,071 |
| META PLATFORMS INC | META | Communication Services | 0.65% | 10,625 | +554 | +5.50% | $7,705,079 |
Showing 30 of 457 holdings in the latest reporting period.
Lvw Advisors, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | SPY | SPDR S&P 500 | PUT | 10,000 | $7,626,300 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.