StockDriftsStockDriftsTop 50 Lvz INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.94% | 1.02M | $145.7M | -1.25%(-12.93K) | $58.18(+140.87%) | 2026-09-30 | |
| IVE | ISHARES TR | 13.46% | 574.9K | $131.2M | -0.19%(-1.10K) | $138.96(+70.63%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.49% | 2.94M | $121.8M | +0.68%(+19.93K) | $30.88(+34.91%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 11.3% | 2.71M | $110.1M | +0.38%(+10.23K) | $33.99(+23.08%) | 2026-09-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7.6% | 1.00M | $74.1M | -1.15%(-11.73K) | $57.96(+30.90%) | 2026-09-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 6.59% | 3.25M | $64.2M | +0.34%(+10.89K) | $21.29(-6.27%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.06% | 964.7K | $49.3M | -0.02%(-203) | $53.44(-3.78%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.6% | 371.0K | $35.1M | +3.24%(+11.66K) | $107.36(-11.30%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.13% | 132.2K | $11.0M | +7.15%(+8.82K) | $58.69(+42.65%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 0.94% | 227.3K | $9.1M | +19.29%(+36.75K) | $42.24(-4.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.74% | +5.72% | +32.09% |
| Top 20 Holdings Unweighted | +13.50% | +46.21% | +6.11% | +34.53% |
Lvz INC reports $974.96M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are IVW (14.9%), IVE (13.5%) and DFAI (12.5%). The top 20 holdings account for 83.06% of reported assets. Its disclosed equity book has returned +44.74% 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 Lvz INC, compare funds side by side, and get alerts the moment positions change.
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