StockDriftsStockDriftsTop 50 LVZ, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.49% | 1.04M | $142.6M | -1.04%(-10.93K) | $58.18(+143.43%) | 2026-06-30 | |
| IVE | ISHARES TR | 13.29% | 576.0K | $130.8M | +0.58%(+3.32K) | $138.96(+70.63%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.23% | 2.92M | $120.4M | +0.78%(+22.55K) | $30.81(+40.71%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 11.85% | 2.70M | $116.7M | +1.11%(+29.78K) | $33.96(+31.99%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7.46% | 1.02M | $73.4M | -0.15%(-1.56K) | $57.96(+29.34%) | 2026-06-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 6.87% | 3.24M | $67.6M | +0.07%(+2.32K) | $21.31(-3.17%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.24% | 964.9K | $51.6M | -0.22%(-2.11K) | $53.44(-1.57%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.61% | 359.3K | $35.6M | +2.75%(+9.61K) | $107.71(-9.57%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.97% | 700.1K | $29.2M | +1.87%(+12.89K) | $26.16(+62.73%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.03% | 123.4K | $10.1M | +5.30%(+6.22K) | $56.99(+48.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.72% | +5.67% | +31.76% |
| Top 20 Holdings Unweighted | +12.72% | +43.22% | +6.19% | +35.04% |
LVZ, Inc. reports $984.27M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are IVW (14.5%), IVE (13.3%) and DFAI (12.2%). The top 20 holdings account for 85.6% of reported assets. Its disclosed equity book has returned +39.72% 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 LVZ, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1574408). View LVZ, Inc.’s 13F filings on SEC