LVW Advisors, LLC holds a diversified book of 462 stocks worth $1.2B as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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.
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
Other tracked managers holding the same core names as LVW Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $625.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $110.8B |
| LPL Financial LLC | 80 / 80 | $83.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $81.6B |
| HighTower Advisors, LLC | 80 / 80 | $34.7B |
| FIFTH THIRD BANCORP | 80 / 80 | $26.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
Ranked by the share of each fund's own book sitting in the names it shares with LVW Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.