LVW Advisors, LLC 13F Holdings · Q2 2026
LVW Advisors, LLC reported 462 securities worth $1.16B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (9.43%), VEA (7.02%), SCHO (4.55%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $109.1M | 9.43% | 1.2M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $81.2M | 7.02% | 1.1M | Trimmed |
| 3 | SCHO | SCHWAB STRATEGIC TR | $52.7M | 4.55% | 2.2M | Added |
| 4 | STIP | ISHARES TR | $44.1M | 3.81% | 431,464 | Added |
| 5 | AAPL | APPLE INC | $40.5M | 3.50% | 139,990 | Added |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $40.4M | 3.49% | 955,271 | Trimmed |
| 7 | BIV | VANGUARD BD INDEX FDS | $37.9M | 3.28% | 494,779 | Added |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | $36.8M | 3.18% | 288,259 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $36.7M | 3.17% | 1.2M | Trimmed |
| 10 | SUB | ISHARES TR | $27.0M | 2.34% | 253,970 | Added |
| 11 | TAFM | AB ACTIVE ETFS INC | $27.0M | 2.33% | 1.1M | Added |
| 12 | NVDA | NVIDIA CORPORATION | $25.6M | 2.21% | 128,025 | Trimmed |
| 13 | CGIE | CAPITAL GROUP INTERNATIONAL | $24.4M | 2.11% | 662,732 | Trimmed |
| 14 | VUG | VANGUARD INDEX FDS | $22.1M | 1.91% | 257,052 | Added |
| 15 | BND | VANGUARD BD INDEX FDS | $15.0M | 1.30% | 204,376 | Trimmed |
| 16 | GOOG | ALPHABET INC | $14.8M | 1.28% | 42,023 | Added |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | $14.6M | 1.26% | 120,557 | Added |
| 18 | GOOGL | ALPHABET INC | $13.6M | 1.17% | 37,947 | Added |
| 19 | MSFT | MICROSOFT CORP | $13.4M | 1.16% | 35,961 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $13.2M | 1.14% | 55,422 | Added |
| 21 | IJR | ISHARES TR | $13.0M | 1.12% | 87,766 | Trimmed |
| 22 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 0.95% | 325,679 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $10.3M | 0.89% | 31,362 | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $8.9M | 0.77% | 148,363 | Added |
| 25 | AVGO | BROADCOM INC | $8.8M | 0.76% | 23,287 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR