LVW Advisors, LLC holds a diversified book of 462 stocks worth $1.2B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard S&P 500 Value ETF and trimmed Vanguard Ftse Developed ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1576053/holdings"
Use Arkolith to show LVW Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $109.1M | 1.24M | 9.4% | ▲+7.2% Added · +83K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $81.2M | 1.14M | 7.0% | ▼−2.5% Reduced · −30K sh | |
| 3 | Schwab Strategic TR SHT TM US TRES | $52.7M | 2.18M | 4.6% | ▲+3.3% Added · +70K sh | |
| 4 | Ishares TR 0-5 YR TIPS ETF | $44.1M | 431.5K | 3.8% | ▲+3.1% Added · +13K sh | |
| 5 | Apple Inc COM | $40.5M | 140.0K | 3.5% | ▲+0.3% Added · +379 sh | |
| 6 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $40.4M | 955.3K | 3.5% | ▼−8.5% Reduced · −89K sh | |
| 7 | Vanguard BD Index FDS INTERMED TERM | $37.9M | 494.8K | 3.3% | ▲+6.4% Added · +30K sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS1000GRW | $36.8M | 288.3K | 3.2% | ▼−9.8% Reduced · −31K sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $36.7M | 1.16M | 3.2% | ▼−14% Reduced · −189K sh | |
| 10 | Ishares TR SHRT NAT MUN ETF | $27.0M | 254.0K | 2.3% | ▲+10% Added · +24K sh | |
| 11 | AB Active Etfs Inc TAX AW INTER ETF | $27.0M | 1.05M | 2.3% | ▲+7.5% Added · +74K sh | |
| 12 | Nvidia Corporation COM | $25.6M | 128.0K | 2.2% | ▼−3.5% Reduced · −5K sh | |
| 13 | Capital Group International SHS | $24.4M | 662.7K | 2.1% | ▼−9.0% Reduced · −65K sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $22.1M | 257.1K | 1.9% | ▲+441% Added · +210K sh | |
| 15 | Vanguard BD Index FDS TOTAL BND MRKT | $15.0M | 204.4K | 1.3% | ▼−6.2% Reduced · −13K sh | |
| 16 | Alphabet Inc CAP STK CL C | $14.8M | 42.0K | 1.3% | ▲+0.6% Added · +230 sh | |
| 17 | Vanguard Scottsdale FDS VNG RUS2000IDX | $14.6M | 120.6K | 1.3% | ▲+70% Added · +50K sh | |
| 18 | Alphabet Inc CAP STK CL A | $13.6M | 37.9K | 1.2% | ▲+1.7% Added · +652 sh | |
| 19 | Microsoft Corp COM | $13.4M | 36.0K | 1.2% | ▼−2.4% Reduced · −893 sh | |
| 20 | Amazon Com Inc COM | $13.2M | 55.4K | 1.1% | ▲+1.4% Added · +784 sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $13.0M | 87.8K | 1.1% | ▼−17% Reduced · −18K sh | |
| 22 | Schwab Strategic TR US LCAP GR ETF | $11.0M | 325.7K | 1.0% | ▼−6.3% Reduced · −22K sh | |
| 23 | JPMorgan Chase & Co COM | $10.3M | 31.4K | 0.9% | ▼−33% Reduced · −15K sh | |
| 24 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.9M | 148.4K | 0.8% | ▲+6.8% Added · +9K sh | |
| 25 | Broadcom Inc COM | $8.8M | 23.3K | 0.8% | ▼−12% Reduced · −3K sh | |
| 26 | Micron Technology Inc COM | $8.6M | 7.4K | 0.7% | ▲+6.8% Added · +475 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $8.5M | 16.9K | 0.7% | ▲+3.5% Added · +568 sh | |
| 28 | Pimco ETF TR MULTISECTOR BD | $7.9M | 299.3K | 0.7% | ▼−3.4% Reduced · −10K sh | |
| 29 | Visa Inc COM CL A | $7.1M | 20.7K | 0.6% | ▲+2.0% Added · +408 sh | |
| 30 | Western Digital Corp COM | $6.6M | 10.3K | 0.6% | ▲+7.4% Added · +709 sh | |
| 31 | Johnson & Johnson COM | $6.3M | 24.7K | 0.5% | ▲+2.0% Added · +477 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $6.3M | 9.1K | 0.5% | ▼−3.5% Reduced · −334 sh | |
| 33 | Schwab Strategic TR EMRG MKTEQ ETF | $6.0M | 166.7K | 0.5% | ▲+408% Added · +134K sh | |
| 34 | Meta Platforms Inc CL A | $5.7M | 10.1K | 0.5% | ▼−7.3% Reduced · −793 sh | |
| 35 | Ishares Inc MSCI EMRG CHN | $5.5M | 54.0K | 0.5% | ▼−6.9% Reduced · −4K sh | |
| 36 | Cisco Sys Inc COM | $5.3M | 45.1K | 0.5% | ▲+2.2% Added · +964 sh | |
| 37 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.3M | 11.0K | 0.5% | ▲+25% Added · +2K sh | |
| 38 | Abbvie Inc COM | $5.0M | 19.9K | 0.4% | ▲+2.0% Added · +399 sh | |
| 39 | Tesla Inc COM | $4.6M | 10.8K | 0.4% | ▲+0.3% Added · +31 sh | |
| 40 | Schwab Strategic TR INTL EQTY ETF | $4.4M | 160.5K | 0.4% | ▼−12% Reduced · −21K sh | |
| 41 | Eli Lilly & Co COM | $4.3M | 3.6K | 0.4% | ▲+2.9% Added · +101 sh | |
| 42 | Altria Group Inc COM | $4.0M | 55.7K | 0.3% | ▲+2.2% Added · +1K sh | |
| 43 | Seagate Technology HLDNGS PL ORD SHS | $3.9M | 4.0K | 0.3% | ▲+22% Added · +733 sh | |
| 44 | US Bancorp COM NEW | $3.7M | 60.8K | 0.3% | ▲+0.2% Added · +116 sh | |
| 45 | Lam Research Corp COM NEW | $3.7M | 8.4K | 0.3% | ▲+16% Added · +1K sh | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $3.6M | 4.8K | 0.3% | ▼−5.7% Reduced · −292 sh | |
| 47 | Ishares U S ETF TR SHOR DURA BD ETF | $3.4M | 66.8K | 0.3% | ▼−6.2% Reduced · −4K sh | |
| 48 | Advanced Micro Devices Inc COM | $3.4M | 5.8K | 0.3% | ▲+11% Added · +597 sh | |
| 49 | Exxon Mobil Corp COM | $3.3M | 24.4K | 0.3% | ▲+3.8% Added · +897 sh | |
| 50 | Chubb Limited COM | $3.3M | 9.6K | 0.3% | ▼−8.3% Reduced · −860 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.