Lvw Advisors, Llc Portfolio Stock Holdings
Lvw Advisors, Llc disclosed 462 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 462
- Portfolio Value
- $1.2B
Holdings by Sector
Lvw Advisors, Llc Portfolio Holdings in Q2 2026
454 holdings in the latest reporting period.
Page 1 of 5
| 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 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 9,122 | -334 | -3.53% | $6,264,971 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.52% | 166,689 | +133,846 | +407.53% | $6,044,144 |
| META PLATFORMS INC | META | Communication Services | 0.49% | 10,071 | -793 | -7.30% | $5,672,926 |
| ISHARES INC | EMXC | Other | 0.48% | 54,032 | -4,030 | -6.94% | $5,527,474 |
| CISCO SYS INC | CSCO | Technology | 0.46% | 45,137 | +964 | +2.18% | $5,301,738 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.45% | 11,018 | +2,183 | +24.71% | $5,261,867 |
| ABBVIE INC | ABBV | Healthcare | 0.43% | 19,932 | +399 | +2.04% | $5,015,678 |
| TESLA INC | TSLA | Consumer Cyclical | 0.39% | 10,818 | +31 | +0.29% | $4,550,051 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.38% | 160,545 | -20,927 | -11.53% | $4,447,097 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 3,596 | +101 | +2.89% | $4,313,577 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.35% | 55,663 | +1,199 | +2.20% | $4,004,979 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.34% | 4,028 | +733 | +22.25% | $3,887,020 |
| US BANCORP | USB | Financial Services | 0.32% | 60,797 | +116 | +0.19% | $3,672,139 |
| LAM RESEARCH CORP | LRCX | Other | 0.32% | 8,436 | +1,182 | +16.29% | $3,655,572 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.31% | 4,842 | -292 | -5.69% | $3,615,803 |
| ISHARES U S ETF TR | NEAR | Other | 0.29% | 66,754 | -4,378 | -6.15% | $3,381,758 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.29% | 5,790 | +597 | +11.50% | $3,363,469 |
| EXXON MOBIL CORP | XOM | Energy | 0.29% | 24,359 | +897 | +3.82% | $3,330,314 |
| CHUBB LIMITED | CB | Financial Services | 0.28% | 9,551 | -860 | -8.26% | $3,254,408 |
| ISHARES TR | IJH | Other | 0.27% | 40,862 | +31,944 | +358.20% | $3,150,869 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.27% | 6,008 | -125 | -2.04% | $3,085,814 |
| BANK OF AMER CORP | BAC | Financial Services | 0.26% | 53,203 | +6,135 | +13.03% | $3,031,516 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.26% | 8,447 | +134 | +1.61% | $2,992,301 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.26% | 23,396 | -152 | -0.65% | $2,955,851 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 22,654 | -1,590 | -6.56% | $2,911,051 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 8,119 | +46 | +0.57% | $2,863,338 |
| ASML HLDG NV | ASML | Other | 0.24% | 1,410 | +128 | +9.98% | $2,805,111 |
| INTEL CORP | INTC | Technology | 0.24% | 19,897 | +5,026 | +33.80% | $2,778,274 |
| CITIGROUP INC | C | Financial Services | 0.23% | 18,929 | +4,887 | +34.80% | $2,649,303 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 2,481 | +471 | +23.43% | $2,642,017 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 23,279 | +895 | +4.00% | $2,636,624 |
| AMGEN INC | AMGN | Healthcare | 0.23% | 7,208 | -468 | -6.10% | $2,610,245 |
| APPLIED MATLS INC | AMAT | Technology | 0.22% | 3,528 | -187 | -5.03% | $2,550,744 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.22% | 108,260 | -6,840 | -5.94% | $2,504,054 |
| BROADSTONE NET LEASE INC | BNL | Real Estate | 0.21% | 117,862 | - | - | $2,436,208 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.21% | 25,234 | +11,957 | +90.06% | $2,399,502 |
| CHEVRON CORPORATION | CVX | Energy | 0.20% | 13,756 | +403 | +3.02% | $2,280,195 |
| CORNING INC | GLW | Technology | 0.20% | 8,872 | +813 | +10.09% | $2,266,175 |
| ISHARES TR | IWM | Other | 0.18% | 7,072 | -9 | -0.13% | $2,124,879 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.18% | 2,090 | +294 | +16.37% | $2,113,764 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.18% | 2,147 | -48 | -2.19% | $2,100,024 |
| VALE S A | VALE | Basic Materials | 0.18% | 138,477 | +37,050 | +36.53% | $2,082,695 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 2,156 | -48 | -2.18% | $2,017,081 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 24,203 | +1,059 | +4.58% | $1,966,978 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 7,275 | -164 | -2.20% | $1,966,534 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 10,297 | +572 | +5.88% | $1,953,722 |
| DEERE & CO | DE | Industrials | 0.16% | 3,002 | +342 | +12.86% | $1,904,259 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 13,799 | -1,178 | -7.87% | $1,868,371 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.16% | 50,375 | -11,264 | -18.27% | $1,820,054 |
| MORGAN STANLEY | MS | Financial Services | 0.15% | 8,532 | +903 | +11.84% | $1,783,530 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.15% | 41,629 | -193 | -0.46% | $1,762,588 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.15% | 9,733 | -261 | -2.61% | $1,760,798 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.15% | 12,538 | -199 | -1.56% | $1,715,324 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.15% | 14,446 | -155 | -1.06% | $1,686,913 |
| SPDR GOLD TR | GLD | Other | 0.14% | 4,540 | +1,862 | +69.53% | $1,672,446 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.14% | 12,154 | +3,387 | +38.63% | $1,667,651 |
| ASE TECHNOLOGY HLDG CO LTD | ASX | Technology | 0.14% | 36,324 | +19,294 | +113.29% | $1,638,939 |
| PROLOGIS INC. | PLD | Real Estate | 0.14% | 11,928 | -49 | -0.41% | $1,615,887 |
| STATE STR CORP | STT | Financial Services | 0.14% | 9,282 | +962 | +11.56% | $1,574,228 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.14% | 8,258 | -502 | -5.73% | $1,573,315 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.14% | 14,055 | +3,389 | +31.77% | $1,570,689 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.14% | 6,368 | -434 | -6.38% | $1,567,974 |
| PAYCHEX INC | PAYX | Technology | 0.13% | 15,834 | -1,609 | -9.22% | $1,556,925 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.13% | 11,871 | +163 | +1.39% | $1,502,632 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.13% | 2 | - | - | $1,497,700 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.13% | 4,984 | -170 | -3.30% | $1,484,684 |
| NETFLIX INC. | NFLX | Communication Services | 0.13% | 20,764 | -1,419 | -6.40% | $1,482,550 |
| SPDR SERIES TRUST | BIL | Other | 0.13% | 16,175 | -4,555 | -21.97% | $1,482,277 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 16,697 | -2,385 | -12.50% | $1,465,496 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.13% | 3,738 | -55 | -1.45% | $1,457,409 |