LVW Advisors, LLC
CIK: 0001576053SEC EDGAR →
Portfolio Value
$945K
Holdings
341
As of
Q4 2025
New Positions
341
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,249,244 | $78K | 8.26% |
| 2 | SCHWAB STRATEGIC TR | 2,228,967 | $61K | 6.47% |
| 3 | SCHWAB STRATEGIC TR | 2,072,234 | $51K | 5.34% |
| 4 | VANGUARD SCOTTSDALE FDS | 412,627 | $50K | 5.31% |
| 5 | ISHARES TR | 408,434 | $42K | 4.42% |
| 6 | APPLE INC | 140,686 | $38K | 4.05% |
| 7 | CAPITAL GROUP GBL GROWTH EQT | 1,067,741 | $37K | 3.91% |
| 8 | VANGUARD BD INDEX FDS | 449,171 | $35K | 3.70% |
| 9 | SPDR SERIES TRUST | 434,372 | $35K | 3.69% |
| 10 | CAPITAL GROUP INTERNATIONAL | 766,998 | $27K | 2.83% |
Quarterly Changes
New Positions (341)
$78K · 1.2M shares
$61K · 2.2M shares
$51K · 2.1M shares
$50K · 413K shares
$42K · 408K shares
$38K · 141K shares
$37K · 1.1M shares
$35K · 449K shares
$35K · 434K shares
$27K · 767K shares
$26K · 138K shares
$26K · 1.0M shares
$25K · 52K shares
$23K · 713K shares
$23K · 218K shares
$18K · 38K shares
$14K · 191K shares
$14K · 44K shares
$14K · 117K shares
$13K · 40K shares
$12K · 51K shares
$10K · 31K shares
$9K · 27K shares
$8K · 290K shares
$7K · 20K shares
$5K · 53K shares
$5K · 25K shares
$5K · 11K shares
$4K · 186K shares
$4K · 61K shares
$4K · 18K shares
$4K · 62K shares
$3K · 44K shares
$3K · 67K shares
$3K · 19K shares
$3K · 11K shares
$3K · 56K shares
$3K · 9K shares
$3K · 29K shares
$3K · 8K shares
$3K · 8K shares
$3K · 22K shares
$3K · 13K shares
$3K · 29K shares
$3K · 25K shares
$3K · 109K shares
$2K · 21K shares
$2K · 17K shares
$2K · 22K shares
$2K · 8K shares
$2K · 12K shares
$2K · 13K shares
$2K · 18K shares
$2K · 18K shares
$2K · 118K shares
$2K · 7K shares
$2K · 13K shares
$2K · 26K shares
$2K · 20K shares
$2K · 16K shares
$2K · 63K shares
$2K · 10K shares
$2K · 17K shares
$2K · 4K shares
$2K · 30K shares
$2K · 7K shares
$2K · 7K shares
$2K · 40K shares
$2K · 14K shares
$2K · 12K shares
$2K · 19K shares
$1K · 17K shares
$1K · 7K shares
$1K · 5K shares
$1K · 11K shares
$1K · 27K shares
$1K · 9K shares
$1K · 3K shares
$1K · 4K shares
$1K · 12K shares
$1K · 3K shares
$1K · 3K shares
$1K · 4K shares
$1K · 6K shares
$1K · 22K shares
$1K · 2K shares
$998 · 3K shares
$996 · 9K shares
$978 · 10K shares
$971 · 6K shares
$953 · 15K shares
$938 · 34K shares
$933 · 2K shares
$927 · 31K shares
$914 · 8K shares
$910 · 3K shares
$909 · 36K shares
$905 · 4K shares
$894 · 13K shares
$857 · 10K shares
$820 · 12K shares
$802 · 18K shares
$793 · 9K shares
$776 · 3K shares
$773 · 5K shares
$772 · 10K shares
$769 · 16K shares
$762 · 13K shares
$760 · 16K shares
$756 · 5K shares
$755 · 12K shares
$748 · 6K shares
$746 · 12K shares
$733 · 1K shares
$723 · 6K shares
$717 · 4K shares
$714 · 5K shares
$711 · 1K shares
$710 · 1K shares
$708 · 9K shares
$707 · 4K shares
$703 · 3K shares
$703 · 4K shares
$701 · 6K shares
$696 · 4K shares
$693 · 5K shares
$673 · 1K shares
$668 · 1K shares
$668 · 9K shares
$667 · 2K shares
$666 · 4K shares
$664 · 9K shares
$662 · 4K shares
$662 · 808 shares
$646 · 5K shares
$644 · 22K shares
$641 · 12K shares
$640 · 3K shares
$638 · 1K shares
$635 · 5K shares
$635 · 16K shares
$626 · 2K shares
$626 · 585 shares
$625 · 7K shares
$622 · 12K shares
$621 · 8K shares
$620 · 3K shares
$619 · 4K shares
$616 · 10K shares
$610 · 8K shares
$602 · 9K shares
$601 · 4K shares
$594 · 6K shares
$592 · 5K shares
$590 · 7K shares
$587 · 3K shares
$584 · 1K shares
$576 · 33K shares
$571 · 2K shares
$569 · 3K shares
$564 · 150K shares
$564 · 9K shares
$563 · 1K shares
$562 · 22K shares
$558 · 815 shares
$547 · 19K shares
$542 · 5K shares
$534 · 2K shares
$518 · 793 shares
$518 · 895 shares
$511 · 10K shares
$508 · 95 shares
$508 · 1K shares
$500 · 4K shares
$498 · 18K shares
$497 · 9K shares
$496 · 5K shares
$495 · 2K shares
$495 · 13K shares
$493 · 529 shares
$483 · 2K shares
$482 · 9K shares
$477 · 1K shares
$477 · 2K shares
$468 · 10K shares
$463 · 2K shares
$458 · 3K shares
$453 · 6K shares
$453 · 2K shares
$450 · 2K shares
$450 · 5K shares
$449 · 3K shares
$446 · 18K shares
$444 · 4K shares
$442 · 19K shares
$441 · 1K shares
$437 · 9K shares
$437 · 4K shares
$437 · 4K shares
$436 · 6K shares
$435 · 2K shares
$432 · 1K shares
$430 · 2K shares
$426 · 2K shares
$420 · 1K shares
$419 · 2K shares
$416 · 4K shares
$414 · 4K shares
$414 · 2K shares
$408 · 5K shares
$408 · 2K shares
$407 · 4K shares
$405 · 1K shares
$405 · 3K shares
$400 · 34K shares
$399 · 2K shares
$395 · 5K shares
$395 · 643 shares
$394 · 4K shares
$394 · 2K shares
$394 · 4K shares
$390 · 6K shares
$387 · 2K shares
$384 · 10K shares
$377 · 797 shares
$376 · 373 shares
$365 · 9K shares
$364 · 28K shares
$362 · 8K shares
$362 · 18K shares
$361 · 3K shares
$360 · 7K shares
$359 · 6K shares
$356 · 10K shares
$351 · 2K shares
$350 · 1K shares
$348 · 1K shares
$347 · 5K shares
$347 · 3K shares
$345 · 4K shares
$343 · 9K shares
$341 · 1K shares
$339 · 1K shares
$338 · 4K shares
$336 · 277 shares
$331 · 943 shares
$331 · 4K shares
$328 · 2K shares
$321 · 1K shares
$320 · 6K shares
$318 · 2K shares
$314 · 1K shares
$314 · 3K shares
$314 · 3K shares
$311 · 4K shares
$310 · 2K shares
$309 · 698 shares
$302 · 3K shares
$300 · 3K shares
$300 · 2K shares
$297 · 713 shares
$297 · 2K shares
$296 · 439 shares
$295 · 3K shares
$292 · 5K shares
$291 · 4K shares
$290 · 654 shares
$289 · 2K shares
$278 · 4K shares
$275 · 475 shares
$274 · 1K shares
$274 · 4K shares
$271 · 3K shares
$271 · 634 shares
$267 · 7K shares
$267 · 3K shares
$267 · 1K shares
$266 · 3K shares
$264 · 3K shares
$262 · 5K shares
$261 · 3K shares
$261 · 6K shares
$257 · 3K shares
$255 · 2K shares
$255 · 2K shares
$254 · 3K shares
$253 · 11K shares
$253 · 4K shares
$253 · 4K shares
$253 · 35K shares
$250 · 1K shares
$249 · 11K shares
$248 · 1K shares
$248 · 589 shares
$246 · 4K shares
$244 · 1K shares
$239 · 787 shares
$238 · 1K shares
$237 · 1K shares
$232 · 2K shares
$231 · 3K shares
$231 · 582 shares
$220 · 6K shares
$220 · 3K shares
$220 · 5K shares
$220 · 2K shares
$213 · 9K shares
$213 · 1K shares
$211 · 2K shares
$210 · 5K shares
$207 · 1K shares
$206 · 9K shares
$206 · 11K shares
$205 · 836 shares
$204 · 2K shares
$204 · 16K shares
$203 · 927 shares
$202 · 4K shares
$201 · 9K shares
$201 · 2K shares
$200 · 31K shares
$200 · 2K shares
$158 · 13K shares
$157 · 10K shares
$82 · 13K shares
$76 · 48K shares
$53 · 13K shares
$6 · 14K shares
$6 · 10K shares
$4 · 8K shares
$3 · 5K shares
$3 · 7K shares
$3 · 3K shares
$2 · 4K shares
$1 · 1K shares
$1 · 2 shares
$1 · 2K shares
$1 · 2K shares
$1 · 3K shares
$1 · 1K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 114 | $651K | 68.9% |
| Technology | 48 | $122K | 12.9% |
| Healthcare | 34 | $34K | 3.6% |
| Consumer Cyclical | 26 | $32K | 3.3% |
| Communication Services | 10 | $27K | 2.9% |
| Industrials | 45 | $27K | 2.8% |
| Consumer Defensive | 13 | $14K | 1.5% |
| Utilities | 13 | $13K | 1.3% |
| Unknown | 17 | $10K | 1.1% |
| Real Estate | 9 | $7K | 0.7% |
| Energy | 6 | $6K | 0.6% |
| Basic Materials | 6 | $3K | 0.4% |