LVW Advisors, LLC
CIK 1576053
13F filing for Q2 2026・No. 2,336
- Holdings
- US$1.16B
- Quarter change
- +US$107.77M
- Entries
- 462
- Net bought (estimate)
- +US$21.6M
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 65
- Sold out 38
- Cut 175
- Added 197
- Corporate actions 0
- Unchanged 25
Largest holdings
462 stocks worth US$1.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 1,241,597 | US$109.11M | 9.43% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 1,140,123 | US$81.23M | 7.02% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 2,182,846 | US$52.69M | 4.55% |
| ISHARES TR0-5 YR TIPS ETF | Added | 431,464 | US$44.08M | 3.81% |
| AAPLAppleCOM | Added | 139,990 | US$40.51M | 3.50% |
| CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT | Cut | 955,271 | US$40.44M | 3.49% |
| VANGUARD BD INDEX FDSINTERMED TERM | Added | 494,779 | US$37.95M | 3.28% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Cut | 288,259 | US$36.84M | 3.18% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 1,158,802 | US$36.75M | 3.17% |
| ISHARES TRSHRT NAT MUN ETF | Added | 253,970 | US$27.04M | 2.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.