Lvz, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Lvz, Inc. disclosed 168 stock positions valued at approximately $984.27M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 168
- Portfolio Value
- $984.27M
Holdings by Sector
Lvz, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 14.49% | 1,036,902 | -10,934 | -1.04% | $142,605,131 |
| ISHARES TR | IVE | Other | 13.29% | 575,983 | +3,321 | +0.58% | $130,782,630 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 12.23% | 2,918,971 | +22,550 | +0.78% | $120,407,574 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 11.85% | 2,704,072 | +29,776 | +1.11% | $116,653,670 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 7.46% | 1,015,715 | -1,565 | -0.15% | $73,415,845 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.24% | 964,908 | -2,112 | -0.22% | $51,622,596 |
| ISHARES TR | AGG | Other | 3.61% | 359,346 | +9,614 | +2.75% | $35,568,072 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 2.97% | 700,148 | +12,886 | +1.87% | $29,217,159 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.03% | 123,390 | +6,216 | +5.30% | $10,110,587 |
| ISHARES TR | ITOT | Other | 0.88% | 52,917 | +2,240 | +4.42% | $8,692,652 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.82% | 190,528 | +13,307 | +7.51% | $8,042,170 |
| APPLE INC | AAPL | Technology | 0.69% | 23,474 | -1,087 | -4.43% | $6,792,341 |
| ISHARES TR | IVV | Other | 0.68% | 8,927 | +1,666 | +22.94% | $6,685,059 |
| NORTHERN LTS FD TR IV | BIBL | Other | 0.64% | 108,263 | -495 | -0.46% | $6,266,247 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.58% | 70,880 | -2,035 | -2.79% | $5,745,533 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.52% | 26,298 | -1,030 | -3.77% | $5,095,753 |
| TIMOTHY PLAN | TPIF | Other | 0.49% | 129,799 | -96 | -0.07% | $4,842,784 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.48% | 197,625 | +2,329 | +1.19% | $4,697,539 |
| ISHARES TR | IJH | Other | 0.46% | 58,601 | +17,051 | +41.04% | $4,518,713 |
| TIMOTHY PLAN | TPLC | Other | 0.44% | 86,396 | +319 | +0.37% | $4,350,016 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 0.40% | 41,666 | -1,334 | -3.10% | $3,944,833 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.34% | 14,080 | +544 | +4.02% | $3,355,820 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 0.31% | 81,239 | -2,875 | -3.42% | $3,006,022 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.30% | 15,263 | +672 | +4.61% | $2,907,943 |
| FRANKLIN TEMPLETON ETF TR | INCM | Other | 0.28% | 95,599 | +2,296 | +2.46% | $2,758,509 |
| MICROSOFT CORP | MSFT | Technology | 0.24% | 6,340 | +567 | +9.82% | $2,365,121 |
| ISHARES TR | IJR | Other | 0.24% | 15,648 | +9,536 | +156.02% | $2,320,780 |
| SPDR SERIES TRUST | SPHY | Other | 0.23% | 97,338 | +10,905 | +12.62% | $2,281,603 |
| APPLIED MATLS INC | AMAT | Technology | 0.23% | 3,144 | -604 | -16.12% | $2,273,199 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.23% | 27,606 | +1,495 | +5.73% | $2,273,080 |
Showing 30 of 168 holdings in the latest reporting period.