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.
LVZ, Inc. (CIK 1574408) reported $876.3M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($120.9M, 13.80%), IVW ($118.5M, 13.52%), DFAI ($112.8M, 12.88%), SDVY ($105.4M, 12.03%), FTCB ($67.9M, 7.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $120.9M | 13.80% | 572,662 | Trimmed |
| 2 | IVW | ISHARES TR | $118.5M | 13.52% | 1.0M | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $112.8M | 12.88% | 2.9M | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $105.4M | 12.03% | 2.7M | Trimmed |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | $67.9M | 7.75% | 3.2M | Added |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $62.4M | 7.12% | 1.0M | Added |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $52.0M | 5.93% | 967,020 | Added |
| 8 | AGG | ISHARES TR | $34.7M | 3.96% | 349,732 | Added |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $25.3M | 2.88% | 687,262 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $8.3M | 0.95% | 117,174 | Added |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $7.5M | 0.85% | 177,221 | Added |
| 12 | ITOT | ISHARES TR | $7.2M | 0.82% | 50,677 | Added |
| 13 | AAPL | APPLE INC | $6.2M | 0.71% | 24,561 | Trimmed |
| 14 | DXUV | DIMENSIONAL ETF TRUST | $6.2M | 0.71% | 104,420 | Added |
| 15 | BIBL | NORTHERN LTS FD TR IV | $5.1M | 0.59% | 108,758 | Trimmed |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.0M | 0.57% | 72,915 | Added |
| 17 | IVV | ISHARES TR | $4.7M | 0.54% | 7,261 | Trimmed |
| 18 | TPIF | TIMOTHY PLAN | $4.7M | 0.53% | 129,895 | Added |
| 19 | IBD | NORTHERN LTS FD TR IV | $4.7M | 0.53% | 195,296 | Added |
| 20 | ELCV | STRATEGY SHS | $4.4M | 0.51% | 152,754 | Trimmed |
| 21 | FTC | FIRST TR EXCHANGE-TRADED ALP | $4.2M | 0.48% | 27,328 | Added |
| 22 | TPLC | TIMOTHY PLAN | $4.0M | 0.46% | 86,077 | Added |
| 23 | FDT | FIRST TR EXCH TRD ALPHDX FD | $3.7M | 0.43% | 43,000 | Added |
| 24 | FTGS | FIRST TR EXCHANGE-TRADED FD | $2.9M | 0.33% | 84,114 | Trimmed |
| 25 | IJH | ISHARES TR | $2.8M | 0.32% | 41,550 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31