Lvz, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Lvz, Inc. disclosed 164 stock positions valued at approximately $974.96M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 164
- Portfolio Value
- $974.96M
Holdings by Sector
Lvz, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 14.94% | 1,023,969 | -12,933 | -1.25% | $145,669,835 |
| ISHARES TR | IVE | Other | 13.46% | 574,879 | -1,104 | -0.19% | $131,233,314 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 12.49% | 2,938,906 | +19,935 | +0.68% | $121,758,888 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 11.30% | 2,714,299 | +10,227 | +0.38% | $110,146,272 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 7.60% | 1,003,987 | -11,728 | -1.15% | $74,094,226 |
| FIRST TR EXCHANGE-TRADED FD | FTCB | Other | 6.59% | 3,253,646 | +10,887 | +0.34% | $64,226,964 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.06% | 964,705 | -203 | -0.02% | $49,315,744 |
| ISHARES TR | AGG | Other | 3.60% | 371,002 | +11,656 | +3.24% | $35,074,522 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.13% | 132,208 | +8,818 | +7.15% | $10,977,256 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.94% | 227,281 | +36,753 | +19.29% | $9,118,495 |
| ISHARES TR | ITOT | Other | 0.93% | 54,786 | +1,869 | +3.53% | $9,109,836 |
| APPLE INC | AAPL | Technology | 0.81% | 23,687 | +213 | +0.91% | $7,888,188 |
| ISHARES TR | IVV | Other | 0.65% | 8,310 | -617 | -6.91% | $6,364,205 |
| NORTHERN LTS FD TR IV | BIBL | Other | 0.60% | 108,057 | -206 | -0.19% | $5,841,551 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.59% | 73,359 | +2,479 | +3.50% | $5,743,276 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.50% | 27,378 | +1,080 | +4.11% | $4,856,817 |
| TIMOTHY PLAN | TPIF | Other | 0.50% | 130,548 | +749 | +0.58% | $4,845,271 |
| STRATEGY SHS | ELCV | Other | 0.47% | 152,620 | +156 | +0.10% | $4,625,906 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.47% | 198,088 | +463 | +0.23% | $4,556,025 |
| TIMOTHY PLAN | TPLC | Other | 0.43% | 86,883 | +487 | +0.56% | $4,203,380 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 0.42% | 43,832 | +2,166 | +5.20% | $4,106,620 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 14,382 | +302 | +2.14% | $3,583,268 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 6,590 | +250 | +3.94% | $3,379,903 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 0.33% | 85,247 | +4,008 | +4.93% | $3,232,566 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.32% | 15,781 | +518 | +3.39% | $3,089,187 |
| ISHARES TR | IJH | Other | 0.29% | 39,555 | -19,046 | -32.50% | $2,845,962 |
| FRANKLIN TEMPLETON ETF TR | INCM | Other | 0.29% | 99,573 | +3,974 | +4.16% | $2,833,848 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.23% | 29,564 | +1,958 | +7.09% | $2,288,867 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 6,911 | +184 | +2.74% | $2,286,471 |
| SPDR SERIES TRUST | SPHY | Other | 0.23% | 99,083 | +1,745 | +1.79% | $2,238,295 |
Showing 30 of 164 holdings in the latest reporting period.