EdgeMarket › What Lvz, Inc. reported owning
What Lvz, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
876.3MPositions
161Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVE iShares S&P 500 Value ETF | 120.9M | 13.8% | 572.7K | 237.24 | +17.6% |
| IVW iShares S&P 500 Growth ETF | 118.5M | 13.5% | 1.0M | 138.83 | +22.2% |
| DFAI Dimensional International Core Equity Market E | 112.8M | 12.9% | 2.9M | 43.35 | +21.1% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 105.4M | 12.0% | 2.7M | 43.87 | +18.6% |
| FTCB First Trust Core Investment Grade ETF | 67.9M | 7.8% | 3.2M | 20.49 | -2.8% |
| JQUA JPMorgan U.S. Quality Factor ETF | 62.4M | 7.1% | 1.0M | 74.75 | +22.0% |
| JBND JPMorgan Active Bond ETF | 52.0M | 5.9% | 967.0K | 52.65 | -1.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 34.7M | 4.0% | 349.7K | 97.35 | -1.7% |
| DUHP Dimensional US High Profitability ETF | 25.3M | 2.9% | 687.3K | 42.41 | +15.6% |
| DFUS Dimensional U.S. Equity Market ETF | 8.3M | 0.9% | 117.2K | 83.64 | +20.8% |
| DFCF Dimensional Core Fixed Income ETF | 7.5M | 0.9% | 177.2K | 41.47 | -1.9% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 7.2M | 0.8% | 50.7K | 167.97 | +20.5% |
| AAPL Apple Inc. | 6.2M | 0.7% | 24.6K | 309.35 | +36.9% |
| DXUV Dimensional US Vector Equity ETF | 6.2M | 0.7% | 104.4K | 69.80 | +23.6% |
| BIBL Inspire 100 ETF | 5.1M | 0.6% | 108.8K | 55.87 | +31.6% |
| RDVY First Trust Rising Dividend Achievers ETF | 5.0M | 0.6% | 72.9K | 81.95 | +26.6% |
| IVV iShares Core S&P 500 ETF | 4.7M | 0.5% | 7.3K | 769.31 | +20.0% |
| TPIF Timothy Plan International ETF | 4.7M | 0.5% | 129.9K | 38.92 | +17.6% |
| IBD Inspire Corporate Bond ETF | 4.7M | 0.5% | 195.3K | 23.64 | -1.9% |
| ELCV Strategy Shares Eventide High Dividend ETF | 4.4M | 0.5% | 152.8K | 31.82 | +22.2% |
| FTC First Trust Large Cap Growth AlphaDEX Fund | 4.2M | 0.5% | 27.3K | 180.82 | +17.0% |
| TPLC Timothy Plan US Large/Mid Cap Core ETF | 4.0M | 0.5% | 86.1K | 51.16 | +12.2% |
| FDT First Trust Developed Markets Ex-US AlphaDEX F | 3.7M | 0.4% | 43.0K | 95.24 | +30.8% |
| FTGS First Trust Growth Strength ETF | 2.9M | 0.3% | 84.1K | 39.56 | +13.4% |
| AMZN AMAZON COM INC | 2.8M | 0.3% | 13.5K | 258.63 | +15.6% |
| IJH iShares Core S&P Mid-Cap ETF | 2.8M | 0.3% | 41.5K | 76.77 | +20.8% |
| INCM Franklin Income Focus ETF | 2.7M | 0.3% | 93.3K | 29.58 | +7.4% |
| SO SOUTHERN CO | 2.2M | 0.2% | 22.3K | 88.94 | -6.3% |
| MSFT MICROSOFT CORP | 2.1M | 0.2% | 5.8K | 483.24 | -4.4% |
| SPHY State Street SPDR Portfolio High Yield Bond ET | 2.0M | 0.2% | 86.4K | 23.30 | -1.6% |
| XLK State Street Technology Select Sector SPDR ETF | 1.9M | 0.2% | 14.6K | 183.31 | +41.1% |
| JPM JPMORGAN CHASE & CO | 1.9M | 0.2% | 6.5K | 351.58 | +20.3% |
| DFAS Dimensional U.S. Small Cap ETF | 1.9M | 0.2% | 26.1K | 83.02 | +25.5% |
| IEFA iShares Core MSCI EAFE ETF | 1.8M | 0.2% | 19.8K | 100.85 | +16.8% |
| SYK STRYKER CORP | 1.6M | 0.2% | 4.9K | 329.45 | -15.9% |
| IPAC iShares Core MSCI Pacific ETF | 1.6M | 0.2% | 21.0K | 85.16 | +17.3% |
| COST COSTCO WHOLESALE CORP /NEW | 1.5M | 0.2% | 1.5K | 947.74 | -4.7% |
| NVDA NVIDIA CORP | 1.5M | 0.2% | 8.6K | 214.72 | +22.4% |
| FTHI First Trust BuyWrite Income ETF | 1.5M | 0.2% | 64.2K | 23.82 | +2.8% |
| MPC Marathon Petroleum Corp | 1.4M | 0.2% | 5.8K | 360.72 | +117.5% |
| LLY ELI LILLY & Co | 1.4M | 0.2% | 1.5K | 1,255.40 | +78.0% |
| V VISA INC. | 1.4M | 0.2% | 4.6K | 371.04 | +7.9% |
| XLC State Street Communication Services Select Sec | 1.4M | 0.2% | 12.3K | 111.40 | +1.4% |
| COP CONOCOPHILLIPS | 1.3M | 0.2% | 10.2K | 134.87 | +42.1% |
| WMT Walmart Inc. | 1.3M | 0.2% | 10.7K | 103.70 | +1.1% |
| SPY SPDR S&P 500 ETF TRUST | 1.3M | 0.2% | 2.0K | 765.72 | +20.0% |
| BUFR FT Vest Laddered Buffer ETF | 1.3M | 0.2% | 39.1K | 37.30 | +14.5% |
| VZ VERIZON COMMUNICATIONS INC | 1.3M | 0.1% | 25.8K | 49.45 | +9.7% |
| AMAT APPLIED MATERIALS INC /DE | 1.3M | 0.1% | 3.7K | 492.32 | +205.9% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 1.3M | 0.1% | 9.8K | 145.91 | +22.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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