LVW Advisors, LLC
•CIK: 1576053•Filing: Q4 2025
**LVW Advisors, LLC** manages $987M across a diversified portfolio of 341 positions. The fund exhibits significant allocations to broad market exposure, notably holding $78.0M in VEA and $61.1M in SCHD. Key concentrations include $50.5M in SCHO and $50.2M in VONG, alongside substantial positions in technology and sector-specific plays such as AAPL ($38.2M) and STIP ($41.8M). This structure suggests a tactical approach balancing core equity exposure with targeted sector bets.
Total AUM
$986.6M
QoQ Performance
+2.5%
Positions
295
Top 10 Concentration
48.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
SCHD
SCHO
VONG
VEA7.9%
SCHD6.2%
SCHO5.1%
VONG5.1%
STIP4.2%
AAPL3.9%
CGGO3.8%
BIV3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.6%
Technology13.6%
Financial4.8%
Consumer3.1%
Healthcare2.9%
ETF1.0%
Consumer Staples0.8%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+146 more exited positions
Changes from Q3 2025
NEW6 new positions
↑80 increased
↓110 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023