EdgeMarket › What Lvw Advisors, Llc reported owning
What Lvw Advisors, Llc 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
1.0BPositions
436Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 88.7M | 8.4% | 1.2M | 90.13 | +20.1% |
| VEA Vanguard FTSE Developed Markets ETF | 75.0M | 7.1% | 1.2M | 73.42 | +24.7% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 51.3M | 4.9% | 2.1M | 24.10 | -1.0% |
| STIP iShares 0-5 Year TIPS Bond ETF | 43.3M | 4.1% | 418.6K | 100.92 | -2.2% |
| SCHD Schwab US Dividend Equity ETF | 41.4M | 3.9% | 1.3M | 35.11 | +27.6% |
| BIV Vanguard Intermediate-Term Bond ETF | 35.9M | 3.4% | 465.1K | 75.43 | -2.5% |
| AAPL Apple Inc. | 35.4M | 3.4% | 139.6K | 309.35 | +36.9% |
| VONG Vanguard Russell 1000 Growth ETF | 35.1M | 3.3% | 319.7K | 125.99 | +11.3% |
| CGGO Capital Group Global Growth Equity ETF | 34.8M | 3.3% | 1.0M | 40.78 | +25.2% |
| TAFM AB Tax-Aware Intermediate Municipal ETF | 24.7M | 2.4% | 977.2K | 25.15 | +1.7% |
| CGIE Capital Group International Equity ETF | 24.6M | 2.3% | 728.1K | 38.00 | +14.3% |
| SUB iShares Short-Term National Muni Bond ETF | 24.5M | 2.3% | 230.3K | 106.30 | -0.6% |
| NVDA NVIDIA CORP | 23.1M | 2.2% | 132.7K | 214.72 | +22.4% |
| VUG Vanguard Morningstar Growth ETF | 20.7M | 2.0% | 47.5K | 87.50 | +15.9% |
| BND Vanguard Total Bond Market ETF | 16.0M | 1.5% | 217.9K | 72.23 | -1.8% |
| JPM JPMORGAN CHASE & CO | 13.8M | 1.3% | 46.9K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 13.6M | 1.3% | 36.9K | 483.24 | -4.4% |
| IJR iShares Core S&P Small-Cap ETF | 13.1M | 1.2% | 105.5K | 147.31 | +29.0% |
| GOOG Alphabet Inc. | 12.0M | 1.1% | 41.8K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 11.4M | 1.1% | 54.6K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 10.7M | 1.0% | 37.3K | 344.82 | +73.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 10.1M | 1.0% | 347.4K | 35.32 | +17.3% |
| AVGO Broadcom Inc. | 8.2M | 0.8% | 26.4K | 368.45 | +26.5% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 8.1M | 0.8% | 309.8K | 26.16 | -1.4% |
| unmapped CUSIP 084670702 | 7.8M | 0.7% | 16.3K | — | — |
| VWO Vanguard FTSE Emerging Markets ETF | 7.5M | 0.7% | 138.9K | 60.45 | +17.7% |
| VTWO Vanguard Russell 2000 ETF | 7.1M | 0.7% | 70.8K | 121.25 | +33.0% |
| META Meta Platforms, Inc. | 6.2M | 0.6% | 10.9K | 549.90 | -26.5% |
| V VISA INC. | 6.1M | 0.6% | 20.3K | 371.04 | +7.9% |
| JNJ JOHNSON & JOHNSON | 5.9M | 0.6% | 24.2K | 270.24 | +51.1% |
| VOO Vanguard S&P 500 ETF | 5.7M | 0.5% | 9.5K | 703.71 | +20.0% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 4.6M | 0.4% | 58.1K | 97.80 | +53.2% |
| SCHF Schwab International Equity ETF | 4.5M | 0.4% | 181.5K | 28.46 | +24.7% |
| ABBV AbbVie Inc. | 4.2M | 0.4% | 19.5K | 264.96 | +26.7% |
| TSLA Tesla, Inc. | 4.0M | 0.4% | 10.8K | 362.86 | +12.0% |
| XOM ExxonMobil Holdings Corp | 4.0M | 0.4% | 23.5K | 165.11 | +52.1% |
| NEAR iShares Short Duration Bond Active ETF | 3.6M | 0.3% | 71.1K | 50.55 | -1.1% |
| MO ALTRIA GROUP, INC. | 3.6M | 0.3% | 54.5K | 66.09 | -2.2% |
| CSCO CISCO SYSTEMS, INC. | 3.4M | 0.3% | 44.2K | 111.04 | +65.5% |
| CB Chubb Ltd | 3.4M | 0.3% | 10.4K | 340.99 | +21.9% |
| SPY SPDR S&P 500 ETF TRUST | 3.3M | 0.3% | 5.1K | 765.72 | +20.0% |
| GILD GILEAD SCIENCES, INC. | 3.3M | 0.3% | 23.5K | 146.12 | +23.1% |
| LLY ELI LILLY & Co | 3.2M | 0.3% | 3.5K | 1,255.40 | +78.0% |
| USB US BANCORP \DE\ | 3.2M | 0.3% | 60.7K | 62.05 | +33.7% |
| MA Mastercard Inc | 3.1M | 0.3% | 6.1K | 580.63 | -2.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.0M | 0.3% | 8.8K | 418.95 | +83.3% |
| MRK Merck & Co., Inc. | 2.9M | 0.3% | 24.2K | 152.55 | +80.2% |
| GD GENERAL DYNAMICS CORP | 2.9M | 0.3% | 8.3K | 384.29 | +21.0% |
| WMT Walmart Inc. | 2.8M | 0.3% | 22.4K | 103.70 | +1.1% |
| CVX CHEVRON CORP | 2.8M | 0.3% | 13.4K | 205.27 | +34.0% |
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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