LVZ, Inc.
•CIK: 1574408•Filing: Q4 2025
**LVZ, Inc.** manages $894M across a diversified portfolio of 169 positions. The fund exhibits significant concentration in core equity and fixed-income sectors, notably holding IVW and IVE at $125.7M and $125.6M, respectively. Further substantial allocations include SDVY ($107.5M) and DFAI ($71.0M), suggesting a tactical focus on established market segments. This positioning reflects a disciplined, large-cap tilt across multiple asset classes.
Total AUM
$894.4M
QoQ Performance
+1.7%
Positions
102
Top 10 Concentration
80.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
IVE
SDVY
DFAI
DUHP
FTCB
JQUA
JBND
IVW14.1%
IVE14.0%
SDVY12.0%
DFAI7.9%
DUHP7.7%
FTCB7.4%
JQUA7.1%
JBND5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.2%
Technology1.7%
ETF0.8%
Consumer0.7%
Financial0.6%
Energy0.3%
Healthcare0.3%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW13 new positions
↑87 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023