StockDriftsStockDriftsTop 50 LVW Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.43% | 1.24M | $109.1M | +7.18%(+83.13K) | $77.98(+17.02%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.02% | 1.14M | $81.2M | -2.53%(-29.58K) | $53.99(+37.07%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 4.55% | 2.18M | $52.7M | +3.31%(+69.86K) | $24.28(-0.71%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.81% | 431.5K | $44.1M | +3.06%(+12.82K) | $99.61(+1.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 140.0K | $40.5M | +0.27%(+379) | $68.12(+348.27%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3.49% | 955.3K | $40.4M | -8.52%(-88.95K) | $28.53(+45.46%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.28% | 494.8K | $37.9M | +6.38%(+29.65K) | $76.65(-1.46%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.18% | 288.3K | $36.8M | -9.83%(-31.42K) | $47.47(+172.38%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.17% | 1.16M | $36.7M | -14.05%(-189.45K) | $23.38(+46.96%) | 2026-06-30 | |
| SUB | ISHARES TR | 2.34% | 254.0K | $27.0M | +10.26%(+23.63K) | $104.55(+1.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.86% | +5.91% | +33.26% |
| Top 20 Holdings Unweighted | +14.00% | +48.17% | +6.50% | +36.98% |
LVW Advisors, LLC reports $1.16B in US-listed equity holdings across 462 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.4%), VEA (7.0%) and SCHO (4.5%). The top 20 holdings account for 59.64% of reported assets. Its disclosed equity book has returned +43.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LVW Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1576053). View LVW Advisors, LLC’s 13F filings on SEC