Lvw Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Lvw Advisors, Llc disclosed 454 stock positions valued at approximately $1.16B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 454
- Portfolio Value
- $1.16B
Holdings by Sector
Lvw Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 9.43% | 1,241,597 | +83,132 | +7.18% | $109,111,527 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.02% | 1,140,123 | -29,584 | -2.53% | $81,233,756 |
| SCHWAB STRATEGIC TR | SCHO | Other | 4.55% | 2,182,846 | +69,861 | +3.31% | $52,693,895 |
| ISHARES TR | STIP | Other | 3.81% | 431,464 | +12,818 | +3.06% | $44,078,338 |
| APPLE INC | AAPL | Technology | 3.50% | 139,990 | +379 | +0.27% | $40,507,614 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 3.49% | 955,271 | -88,946 | -8.52% | $40,436,637 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.28% | 494,779 | +29,652 | +6.38% | $37,949,550 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 3.18% | 288,259 | -31,420 | -9.83% | $36,842,422 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.17% | 1,158,802 | -189,453 | -14.05% | $36,745,616 |
| ISHARES TR | SUB | Other | 2.34% | 253,970 | +23,629 | +10.26% | $27,040,216 |
| NVIDIA CORPORATION | NVDA | Technology | 2.21% | 128,025 | -4,685 | -3.53% | $25,616,526 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 2.11% | 662,732 | -65,347 | -8.98% | $24,375,283 |
| VANGUARD INDEX FDS | VUG | Other | 1.91% | 257,052 | +209,576 | +441.44% | $22,142,421 |
| VANGUARD BD INDEX FDS | BND | Other | 1.30% | 204,376 | -13,489 | -6.19% | $15,003,243 |
| ALPHABET INC | GOOG | Communication Services | 1.28% | 42,023 | +230 | +0.55% | $14,847,969 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.26% | 120,557 | +49,773 | +70.32% | $14,638,039 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 37,947 | +652 | +1.75% | $13,561,112 |
| MICROSOFT CORP | MSFT | Technology | 1.16% | 35,961 | -893 | -2.42% | $13,414,220 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.14% | 55,422 | +784 | +1.43% | $13,209,280 |
| ISHARES TR | IJR | Other | 1.12% | 87,766 | -17,725 | -16.80% | $13,016,576 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.95% | 325,679 | -21,760 | -6.26% | $11,020,977 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.89% | 31,362 | -15,490 | -33.06% | $10,265,570 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.77% | 148,363 | +9,454 | +6.81% | $8,855,796 |
| BROADCOM INC | AVGO | Technology | 0.76% | 23,287 | -3,071 | -11.65% | $8,796,812 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.74% | 7,417 | +475 | +6.84% | $8,561,369 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 16,904 | +568 | +3.48% | $8,458,668 |
| PIMCO ETF TR | PYLD | Other | 0.69% | 299,338 | -10,432 | -3.37% | $7,938,444 |
| VISA INC | V | Financial Services | 0.61% | 20,704 | +408 | +2.01% | $7,103,182 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.57% | 10,327 | +709 | +7.37% | $6,596,062 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 24,697 | +477 | +1.97% | $6,272,206 |
Showing 30 of 454 holdings in the latest reporting period.