Lvw Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.05B
Q ending 2026-03-31
Prior quarter
$986.6M
Q ending 2025-12-31
Change
+6.4% QoQ · +25.5% YoY
Positions
436
reported holdings
Largest positions
Top 100 of 436 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $88.7M | 1.2M |
| Vanguard Tax-Managed Fds | VEA | Shares | $75.0M | 1.2M |
| Schwab Strategic Tr | SCHO | Shares | $51.3M | 2.1M |
| Ishares Tr | STIP | Shares | $43.3M | 419K |
| Schwab Strategic Tr | SCHD | Shares | $41.4M | 1.3M |
| Vanguard Bd Index Fds | BIV | Shares | $35.9M | 465K |
| Apple Inc | AAPL | Shares | $35.4M | 140K |
| Vanguard Scottsdale Fds | VONG | Shares | $35.1M | 320K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $34.8M | 1.0M |
| Ab Active Etfs Inc | TAFM | Shares | $24.7M | 977K |
| Capital Group International | CGIE | Shares | $24.6M | 728K |
| Ishares Tr | SUB | Shares | $24.5M | 230K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $24.4M | 38K |
| Nvidia Corporation | NVDA | Shares | $23.1M | 133K |
| Vanguard Index Fds | VUG | Shares | $20.7M | 47K |
| Vanguard Bd Index Fds | BND | Shares | $16.0M | 218K |
| Jpmorgan Chase & Co | JPM | Shares | $13.8M | 47K |
| Microsoft Corp | MSFT | Shares | $13.6M | 37K |
| Ishares Tr | IJR | Shares | $13.1M | 105K |
| Alphabet Inc | GOOG | Shares | $12.0M | 42K |
| Amazon Com Inc | AMZN | Shares | $11.4M | 55K |
| Alphabet Inc | GOOGL | Shares | $10.7M | 37K |
| Schwab Strategic Tr | SCHG | Shares | $10.1M | 347K |
| Broadcom Inc | AVGO | Shares | $8.2M | 26K |
| Pimco Etf Tr | PYLD | Shares | $8.1M | 310K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.8M | 16K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.5M | 139K |
| Vanguard Scottsdale Fds | VTWO | Shares | $7.1M | 71K |
| Meta Platforms Inc | META | Shares | $6.2M | 11K |
| Visa Inc | V | Shares | $6.1M | 20K |
| Johnson & Johnson | JNJ | Shares | $5.9M | 24K |
| Vanguard Index Fds | VOO | Shares | $5.7M | 9K |
| Ishares Inc | EMXC | Shares | $4.6M | 58K |
| Schwab Strategic Tr | SCHF | Shares | $4.5M | 181K |
| Abbvie Inc | ABBV | Shares | $4.2M | 20K |
| Tesla Inc | TSLA | Shares | $4.0M | 11K |
| Exxon Mobil Corp | XOM | Shares | $4.0M | 23K |
| Ishares U S Etf Tr | NEAR | Shares | $3.6M | 71K |
| Altria Group Inc | MO | Shares | $3.6M | 54K |
| Cisco Sys Inc | CSCO | Shares | $3.4M | 44K |
| Chubb Ltd Switz | Shares | $3.4M | 10K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.3M | 5K |
| Gilead Sciences Inc | GILD | Shares | $3.3M | 24K |
| Eli Lilly & Co | LLY | Shares | $3.2M | 3K |
| Us Bancorp | USB | Shares | $3.2M | 61K |
| Mastercard Incorporated | MA | Shares | $3.1M | 6K |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.0M | 9K |
| Merck & Co Inc | MRK | Shares | $2.9M | 24K |
| General Dynamics Corp | GD | Shares | $2.9M | 8K |
| Walmart Inc | WMT | Shares | $2.8M | 22K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Amgen Inc | AMGN | Shares | $2.7M | 8K |
| Schwab Strategic Tr | SCHZ | Shares | $2.7M | 115K |
| Home Depot Inc | HD | Shares | $2.7M | 8K |
| Western Digital Corp | WDC | Shares | $2.6M | 10K |
| Micron Technology Inc | MU | Shares | $2.3M | 7K |
| Pepsico Inc | PEP | Shares | $2.3M | 15K |
| Mcdonalds Corp | MCD | Shares | $2.3M | 7K |
| Bank America Corp | BAC | Shares | $2.3M | 47K |
| Costco Wholesale Corporation | COST | Shares | $2.2M | 2K |
| Broadstone Net Lease Inc | BNL | Shares | $2.2M | 118K |
| Netflix Inc. | NFLX | Shares | $2.1M | 22K |
| Verizon Communications Inc | VZ | Shares | $2.1M | 42K |
| Parker-Hannifin Corp | PH | Shares | $2.0M | 2K |
| Spdr Series Trust | BIL | Shares | $1.9M | 21K |
| Rtx Corporation | RTX | Shares | $1.9M | 10K |
| Hca Healthcare Inc | HCA | Shares | $1.8M | 4K |
| Schwab Strategic Tr | SCHA | Shares | $1.8M | 62K |
| Nextera Energy Inc | NEE | Shares | $1.8M | 19K |
| Coca Cola Co | KO | Shares | $1.8M | 23K |
| Ishares Tr | IWM | Shares | $1.8M | 7K |
| Asml Hldg Nv | Shares | $1.7M | 1K | |
| Wec Energy Group Inc | WEC | Shares | $1.7M | 15K |
| American Elec Pwr Co Inc | AEP | Shares | $1.7M | 13K |
| Philip Morris Intl Inc | PM | Shares | $1.7M | 10K |
| Lowes Cos Inc | LOW | Shares | $1.6M | 7K |
| Vale S A | VALE | Shares | $1.6M | 101K |
| Paychex Inc | PAYX | Shares | $1.6M | 17K |
| Citigroup Inc | C | Shares | $1.6M | 14K |
| Prologis Inc. | PLD | Shares | $1.6M | 12K |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Duke Energy Corp New | DUK | Shares | $1.5M | 12K |
| Cintas Corp | CTAS | Shares | $1.5M | 9K |
| Goldman Sachs Group Inc | GS | Shares | $1.5M | 2K |
| Deere & Co | DE | Shares | $1.5M | 3K |
| Devon Energy Corp New | DVN | Shares | $1.5M | 29K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.4M | 7K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.4M | 28K |
| Vanguard Whitehall Fds | VYM | Shares | $1.4M | 9K |
| Seagate Technology Hldngs Pl | Shares | $1.3M | 3K | |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Morgan Stanley | MS | Shares | $1.3M | 8K |
| Astrazeneca Plc | Shares | $1.3M | 6K | |
| Corteva Inc | CTVA | Shares | $1.2M | 15K |
| Palantir Technologies Inc | PLTR | Shares | $1.2M | 8K |
| American Express Co | AXP | Shares | $1.2M | 4K |
| Vanguard Index Fds | VTI | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.