LVZ, Inc.
CIK: 1574408SEC EDGAR →
Portfolio Value
$619.4B
Holdings
177
As of
Q2 2026
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,918,971 | $120.4B | 19.44% |
| 2 | FIRST TR EXCHANGE TRADED FD | 2,704,072 | $116.7B | 18.83% |
| 3 | J P MORGAN EXCHANGE TRADED F | 1,015,715 | $73.4B | 11.85% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 3,242,759 | $67.6B | 10.92% |
| 5 | J P MORGAN EXCHANGE TRADED F | 964,908 | $51.6B | 8.33% |
| 6 | ISHARES TR | 359,346 | $35.6B | 5.74% |
| 7 | DIMENSIONAL ETF TRUST | 700,148 | $29.2B | 4.72% |
| 8 | DIMENSIONAL ETF TRUST | 123,390 | $10.1B | 1.63% |
| 9 | DIMENSIONAL ETF TRUST | 190,528 | $8.0B | 1.30% |
| 10 | DIMENSIONAL ETF TRUST | 110,345 | $7.3B | 1.18% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $603.7B | 97.5% |
| Unknown | 12 | $5.6B | 0.9% |
| Technology | 23 | $3.1B | 0.5% |
| Utilities | 3 | $2.2B | 0.4% |
| Industrials | 12 | $2.0B | 0.3% |
| Communication Services | 4 | $797.0M | 0.1% |
| Basic Materials | 2 | $697.4M | 0.1% |
| Consumer Defensive | 4 | $665.0M | 0.1% |
| Consumer Cyclical | 6 | $496.8M | 0.1% |
| Energy | 6 | $87.3M | 0.0% |
| Healthcare | 7 | $5.9M | 0.0% |
| Real Estate | 1 | $896K | 0.0% |