Lvw Advisors LLC Portfolio Shifts in Q2 2026: Focus on Growth ETFs and Selective Sales

As part of its ongoing investment strategy, Lvw Advisors LLC, a registered investment advisor, filed portfolio holdings data as of June 30th, 2026. This filing provides valuable insights into the firm's actions during Q2.

The total value of Lvw Advisors' disclosed portfolio stands at $1.13 billion (approx.). Their largest sector allocation remains Technology at approximately 59% combined exposure across all holdings listed under this category, followed by substantial allocations in Financial Services and other sectors totaling around 67%. However, the specific breakdown shows a more complex picture.

Examining core holdings reveals several stable positions. The firm maintains significant stakes in SPDR Series Trust (SPLG), Vanguard Tax-Managed Fund Distributor Shares (VEA), Schwab Strategic Trust ETFs (both SCHO and SCHD), iShares Core Growth Index Fund ETF Shares (STIP), and Vanguard Balanced Index Funds (BIV). These holdings, including CGGO which is slightly down but still significant at ~3.5% of the portfolio value, appear to form a substantial part of their investment strategy.

However, Lvw Advisors also demonstrated activity in other areas during Q2 2026. Notably, they increased exposure significantly across several Vanguard ETFs and iShares funds, including VUG (Vanguard U.S. Growth ETF), VTWO (Vanguard FTSE Socially Responsible Value ETF), SCHE (Schwab Strategic Allocation Fund - High Risk/Return Equity Shares), IJH (iShares Core S&P Small-Cap 1500 Index Fund), and HSBC (HSBC EDGE American Shareholder Yield ex Dividend Universal UCITS ETF). These additions suggest a continued interest in growth-oriented vehicles, particularly US-focused ones.

Conversely, the firm also made notable reductions or exits from certain positions. They sold off Vanguard Tax-Managed Fund Distributor Shares (VEA), Vanguard Scottsdale Tax-Exempt Fund Distribution Shares (VONG), and Capital Group Global Balanced Growth Equity Fund Class A shares (CGGO). The sale of CGGO was particularly significant, reducing its weight by nearly 9% in this quarter alone. Additionally, they decreased their stake in SCHD.

Furthermore, Lvw Advisors appears to have added some individual stock positions during Q2. These include Lloyds Banking Group PLC (LYG) and Melco Resorts & Entertainment Ltd. (MLCO). While these holdings are small (~$0.5 million combined), they might indicate specific interest or opportunities identified by the firm.