AiSiWhale

AI & tech investing

LVZ, Inc.

CIK 1574408

13F filing for Q2 2026・No. 2,610

Holdings
US$984.27M
Quarter change
+US$107.94M
Entries
177
Net bought (estimate)
+US$23.3M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 23
  • Sold out 7
  • Cut 42
  • Added 81
  • Corporate actions 0
  • Unchanged 30

Largest holdings

176 stocks worth US$984.22M, options and bonds left out.

StockThis quarterValueWeight
ISHARES TRS&P 500 GRWT ETFCutUS$142.61M14.49%
ISHARES TRS&P 500 VAL ETFAddedUS$130.78M13.29%
DIMENSIONAL ETF TRUSTINTL CORE EQT MKAddedUS$120.41M12.23%
FIRST TR EXCHANGE TRADED FDSMID RISNG ETFAddedUS$116.65M11.85%
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTRCutUS$73.42M7.46%
FIRST TR EXCHANGE-TRADED FDCORE INVESTMENTAddedUS$67.63M6.87%
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETFCutUS$51.62M5.24%
ISHARES TRCORE US AGGBD ETAddedUS$35.57M3.61%
DIMENSIONAL ETF TRUSTUS HIGH PROF ETFAddedUS$29.22M2.97%
DIMENSIONAL ETF TRUSTUS EQUI MARK ETFAddedUS$10.11M1.03%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.