LVZ, Inc. holds a focused book of 177 stocks worth $984.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ishares Micro-Cap ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Growth ETF at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1574408/holdings"
Use Arkolith to show LVZ, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% 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 | Ishares TR S&P 500 GRWT ETF | $142.6M | 1.04M | 14.5% | ▼−1.0% Reduced · −11K sh | |
| 2 | Ishares TR S&P 500 VAL ETF | $130.8M | 576.0K | 13.3% | ▲+0.6% Added · +3K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQT MK | $120.4M | 2.92M | 12.2% | ▲+0.8% Added · +23K sh | |
| 4 | First TR Exchange Traded FD SMID RISNG ETF | $116.7M | 2.70M | 11.9% | ▲+1.1% Added · +30K sh | |
| 5 | J P Morgan Exchange Traded F US QUALTY FCTR | $73.4M | 1.02M | 7.5% | ▼−0.1% Reduced · −2K sh | |
| 6 | First TR Exchange-Traded FD CORE INVESTMENT | $67.6M | 3.24M | 6.9% | ▲+0.1% Added · +2K sh | |
| 7 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $51.6M | 964.9K | 5.2% | ▼−0.2% Reduced · −2K sh | |
| 8 | Ishares TR CORE US AGGBD ET | $35.6M | 359.3K | 3.6% | ▲+2.7% Added · +10K sh | |
| 9 | Dimensional ETF Trust US HIGH PROF ETF | $29.2M | 700.1K | 3.0% | ▲+1.9% Added · +13K sh | |
| 10 | Dimensional ETF Trust US EQUI MARK ETF | $10.1M | 123.4K | 1.0% | ▲+5.3% Added · +6K sh | |
| 11 | Ishares TR CORE S&P TTL STK | $8.7M | 52.9K | 0.9% | ▲+4.4% Added · +2K sh | |
| 12 | Dimensional ETF Trust CORE FIXE IN ETF | $8.0M | 190.5K | 0.8% | ▲+7.5% Added · +13K sh | |
| 13 | Dimensional ETF Trust DIMENSIONAL US | $7.3M | 110.3K | 0.7% | ▲+5.7% Added · +6K sh | |
| 14 | Apple Inc COM | $6.8M | 23.5K | 0.7% | ▼−4.4% Reduced · −1K sh | |
| 15 | Ishares TR CORE S&P500 ETF | $6.7M | 8.9K | 0.7% | ▲+23% Added · +2K sh | |
| 16 | Northern LTS FD TR IV INSPIRE 100 ETF | $6.3M | 108.3K | 0.6% | ▼−0.5% Reduced · −495 sh | |
| 17 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.7M | 70.9K | 0.6% | ▼−2.8% Reduced · −2K sh | |
| 18 | First TR Exchange-Traded Alp COM SHS | $5.1M | 26.3K | 0.5% | ▼−3.8% Reduced · −1K sh | |
| 19 | Strategy SHS EVEN HIGH DI ETF | $5.0M | 152.5K | 0.5% | ▼−0.2% Reduced · −290 sh | |
| 20 | Timothy Plan INTL ETF | $4.8M | 129.8K | 0.5% | ▼−0.1% Reduced · −96 sh | |
| 21 | Northern LTS FD TR IV INSPIRE CORP BD | $4.7M | 197.6K | 0.5% | ▲+1.2% Added · +2K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $4.5M | 58.6K | 0.5% | ▲+41% Added · +17K sh | |
| 23 | Timothy Plan US LRGMD CP CORE | $4.4M | 86.4K | 0.4% | ▲+0.4% Added · +319 sh | |
| 24 | First TR Exch TRD Alphdx FD DEV MRK EX US | $3.9M | 41.7K | 0.4% | ▼−3.1% Reduced · −1K sh | |
| 25 | Amazon Com Inc COM | $3.4M | 14.1K | 0.3% | ▲+4.0% Added · +544 sh | |
| 26 | First TR Exchange-Traded FD GROWTH STRENGTH | $3.0M | 81.2K | 0.3% | ▼−3.4% Reduced · −3K sh | |
| 27 | Select Sector SPDR TR ST STR TECHN ETF | $2.9M | 15.3K | 0.3% | ▲+4.6% Added · +672 sh | |
| 28 | Franklin Templeton ETF TR INCOME FOCUS ETF | $2.8M | 95.6K | 0.3% | ▲+2.5% Added · +2K sh | |
| 29 | Microsoft Corp COM | $2.4M | 6.3K | 0.2% | ▲+9.8% Added · +567 sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $2.3M | 15.6K | 0.2% | ▲+156% Added · +10K sh | |
| 31 | SPDR Series Trust ST PORT HIGH ETF | $2.3M | 97.3K | 0.2% | ▲+13% Added · +11K sh | |
| 32 | Applied Matls Inc COM | $2.3M | 3.1K | 0.2% | ▼−16% Reduced · −604 sh | |
| 33 | Dimensional ETF Trust US SMALL CAP ETF | $2.3M | 27.6K | 0.2% | ▲+5.7% Added · +1K sh | |
| 34 | JPMorgan Chase & Co COM | $2.2M | 6.7K | 0.2% | ▲+3.5% Added · +227 sh | |
| 35 | Southern Co COM | $2.2M | 22.8K | 0.2% | ▲+2.2% Added · +495 sh | |
| 36 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $2.1M | 56.8K | 0.2% | ▲+45% Added · +18K sh | |
| 37 | Ishares TR CORE MSCI EAFE | $1.9M | 19.2K | 0.2% | ▼−2.7% Reduced · −539 sh | |
| 38 | Stryker Corporation COM | $1.8M | 5.8K | 0.2% | ▲+18% Added · +892 sh | |
| 39 | Visa Inc COM CL A | $1.8M | 5.3K | 0.2% | ▲+14% Added · +645 sh | |
| 40 | Nvidia Corporation COM | $1.8M | 8.8K | 0.2% | ▲+1.4% Added · +119 sh | |
| 41 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.2% | ▼−6.0% Reduced · −92 sh | |
| 42 | First TR Exchange Traded FD BUYWRIT INCM ETF | $1.6M | 66.9K | 0.2% | ▲+4.3% Added · +3K sh | |
| 43 | Ishares TR MICRO-CAP ETF | $1.5M | 7.7K | 0.2% | ▲New New position | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.2% | ▼−2.3% Reduced · −47 sh | |
| 45 | Lam Research Corp COM NEW | $1.5M | 3.4K | 0.2% | ▼−11% Reduced · −437 sh | |
| 46 | Ishares Inc CORE MSCI EMKT | $1.5M | 17.8K | 0.1% | ▲New New position | |
| 47 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 0.1% | ▲+3.2% Added · +48 sh | |
| 48 | Ishares TR CORE MSCI PAC | $1.5M | 17.8K | 0.1% | ▼−15% Reduced · −3K sh | |
| 49 | Northern LTS FD TR IV INSPIRE SML/ MID | $1.4M | 28.6K | 0.1% | ▼−0.6% Reduced · −165 sh | |
| 50 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 3.0K | 0.1% | ▲+1.9% Added · +54 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 177 | $984.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 161 | $876.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 169 | $894.5M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 162 | $879.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 156 | $834.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 148 | $762.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 149 | $779.8M | 13F-HR |
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.