StockDriftsStockDriftsTop 50 Lvw Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.29% | 1.22M | $109.6M | -1.68%(-20.89K) | $77.98(+15.71%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.18% | 1.03M | $73.0M | -9.37%(-106.83K) | $53.99(+28.46%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 4.88% | 2.41M | $57.5M | +10.47%(+228.49K) | $24.26(-1.46%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.84% | 622.2K | $45.3M | +25.74%(+127.37K) | $76.27(-3.89%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.84% | 136.0K | $45.3M | -2.88%(-4.03K) | $68.12(+403.41%) | 2026-09-30 | |
| STIP | ISHARES TR | 3.64% | 430.9K | $43.0M | -0.14%(-605) | $99.61(+0.89%) | 2026-09-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3.44% | 1.02M | $40.6M | +6.81%(+65.06K) | $29.33(+29.82%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.79% | 1.01M | $32.9M | -12.64%(-146.50K) | $23.38(+46.44%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 127.8K | $29.2M | -0.21%(-268) | $102.77(+111.23%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.35% | 214.8K | $27.7M | -25.49%(-73.48K) | $47.47(+165.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.17% | +48.82% | +6.25% | +35.41% |
| Top 20 Holdings Unweighted | +15.80% | +55.29% | +7.04% | +40.53% |
Lvw Advisors LLC reports $1.19B in US-listed equity holdings across 459 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.3%), VEA (6.2%) and SCHO (4.9%). The top 20 holdings account for 57.72% of reported assets. Its disclosed equity book has returned +48.82% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lvw Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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