Lvz Inc Portfolio Analysis Q2 2026

As of June 30, 2026, Lvz Inc's portfolio held a total value of $901.5 million.

The investor appears to maintain a diversified approach across various sectors and fixed income instruments. Key holdings like ISHAES TR (IVW) at 14.49% allocation, ISHAES TR (IVE) at 13.29%, DIMENSIONAL ETF TRUST (DFAI) at 12.23%, and FIRST TR EXCHANGE TRADED FD (SDVY) at 11.85% remained relatively stable during this period.

Observations of significant changes in portfolio composition indicate notable activity:

• Purchasing: Lvz Inc showed strong buying interest, particularly evident through substantial increases or new positions added to stocks like ISHAES TR (IJR) (+156% weight), FIDELITY COVINGTON TRUST (FQAL) (new position at 0.13%), FIRST TR EXCHNG TRADED FD VI (APPF) (+70% weight), SPDR SERIES TRUST (SPOT) (+49% weight), and INTEL CORPORATION (INTU) (+32% weight).
• Selling: The investor also disposed of some assets, including the exit from LIBERTY ALL-STAR GROWTH FD I (ASG). This stock was sold entirely in this quarter, reducing its portfolio allocation to 0.01%, representing a significant sell event.

These changes reflect strategic adjustments by Lvz Inc during Q2 2026. For detailed insights into the investor's profile and holdings, visit Lvz Inc.

To explore specific stock performance or details, navigate to individual company pages via links like IJH and others mentioned in the changed holdings list.