LVZ, Inc. 13F Holdings · Q2 2026
LVZ, Inc. reported 177 securities worth $984.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (14.49%), IVE (13.29%), DFAI (12.23%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $142.6M | 14.49% | 1.0M | Trimmed |
| 2 | IVE | ISHARES TR | $130.8M | 13.29% | 575,983 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $120.4M | 12.23% | 2.9M | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $116.7M | 11.85% | 2.7M | Added |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $73.4M | 7.46% | 1.0M | Trimmed |
| 6 | FTCB | FIRST TR EXCHANGE-TRADED FD | $67.6M | 6.87% | 3.2M | Added |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $51.6M | 5.24% | 964,908 | Trimmed |
| 8 | AGG | ISHARES TR | $35.6M | 3.61% | 359,346 | Added |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $29.2M | 2.97% | 700,148 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $10.1M | 1.03% | 123,390 | Added |
| 11 | ITOT | ISHARES TR | $8.7M | 0.88% | 52,917 | Added |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $8.0M | 0.82% | 190,528 | Added |
| 13 | DXUV | DIMENSIONAL ETF TRUST | $7.3M | 0.75% | 110,345 | Added |
| 14 | AAPL | APPLE INC | $6.8M | 0.69% | 23,474 | Trimmed |
| 15 | IVV | ISHARES TR | $6.7M | 0.68% | 8,927 | Added |
| 16 | BIBL | NORTHERN LTS FD TR IV | $6.3M | 0.64% | 108,263 | Trimmed |
| 17 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.7M | 0.58% | 70,880 | Trimmed |
| 18 | FTC | FIRST TR EXCHANGE-TRADED ALP | $5.1M | 0.52% | 26,298 | Trimmed |
| 19 | ELCV | STRATEGY SHS | $5.0M | 0.51% | 152,464 | Trimmed |
| 20 | TPIF | TIMOTHY PLAN | $4.8M | 0.49% | 129,799 | Trimmed |
| 21 | IBD | NORTHERN LTS FD TR IV | $4.7M | 0.48% | 197,625 | Added |
| 22 | IJH | ISHARES TR | $4.5M | 0.46% | 58,601 | Added |
| 23 | TPLC | TIMOTHY PLAN | $4.4M | 0.44% | 86,396 | Added |
| 24 | FDT | FIRST TR EXCH TRD ALPHDX FD | $3.9M | 0.40% | 41,666 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $3.4M | 0.34% | 14,080 | Added |
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