Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LVW Advisors, LLC (CIK 1576053) reported $1.05B across 434 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($88.7M, 8.45%), VEA ($75.0M, 7.14%), SCHO ($51.3M, 4.89%), STIP ($43.3M, 4.13%), SCHD ($41.4M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $88.7M | 8.45% | 1.2M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $75.0M | 7.14% | 1.2M | Trimmed |
| 3 | SCHO | SCHWAB STRATEGIC TR | $51.3M | 4.89% | 2.1M | Added |
| 4 | STIP | ISHARES TR | $43.3M | 4.13% | 418,646 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $41.4M | 3.94% | 1.3M | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $35.9M | 3.42% | 465,127 | Added |
| 7 | AAPL | APPLE INC | $35.4M | 3.38% | 139,611 | Trimmed |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | $35.1M | 3.34% | 319,679 | Trimmed |
| 9 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.8M | 3.32% | 1.0M | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $27.7M | 2.64% | 42,634 | Added |
| 11 | TAFM | AB ACTIVE ETFS INC | $24.7M | 2.35% | 977,159 | Trimmed |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | $24.6M | 2.35% | 728,079 | Trimmed |
| 13 | SUB | ISHARES TR | $24.5M | 2.34% | 230,341 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $23.1M | 2.21% | 132,710 | Trimmed |
| 15 | VUG | VANGUARD INDEX FDS | $20.7M | 1.98% | 47,476 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS | $16.0M | 1.53% | 217,865 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $13.8M | 1.31% | 46,852 | Added |
| 18 | MSFT | MICROSOFT CORP | $13.6M | 1.30% | 36,854 | Trimmed |
| 19 | IJR | ISHARES TR | $13.1M | 1.25% | 105,491 | Trimmed |
| 20 | GOOG | ALPHABET INC | $12.0M | 1.14% | 41,793 | Added |
| 21 | AMZN | AMAZON COM INC | $11.4M | 1.08% | 54,638 | Added |
| 22 | GOOGL | ALPHABET INC | $10.7M | 1.02% | 37,295 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $10.1M | 0.96% | 347,439 | Trimmed |
| 24 | AVGO | BROADCOM INC | $8.2M | 0.78% | 26,358 | Trimmed |
| 25 | PYLD | PIMCO ETF TR | $8.1M | 0.77% | 309,770 | Added |
Source: SEC Form 13F filings · as of 2026-03-31