Institutions / LVZ, Inc.

LVZ, Inc.

CIK 1574408 · Institution · as of Dec 31, 2025

Portfolio value

$894.50M

Positions

169

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 169 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$125.70M	1,019,830	14.1%
iShares Tr	—	$125.56M	592,080	14.0%
First Tr Exchange-Traded Fd	—	$107.49M	2,805,135	12.0%
Dimensional ETF Trust	—	$71.02M	1,863,526	7.9%
Dimensional ETF Trust	—	$69.21M	1,819,770	7.7%
First Tr Exchange-Traded Fd	—	$65.77M	3,097,763	7.4%
J P Morgan Exchange Traded F	—	$63.27M	1,001,489	7.1%
J P Morgan Exchange Traded F	—	$50.67M	937,097	5.7%
iShares Tr	—	$33.76M	337,993	3.8%
Dimensional ETF Trust	—	$7.56M	101,868	0.8%
iShares MSCI UAE ETF	—	$7.04M	47,360	0.8%
Apple Inc.	—	$6.96M	25,601	0.8%
Northern Lts Fd Tr IV	—	$6.78M	150,306	0.8%
Dimensional ETF Trust	—	$6.47M	151,953	0.7%
iShares Tr	—	$5.68M	8,289	0.6%
Dimensional ETF Trust	—	$5.52M	92,388	0.6%
First Tr Exchange Traded Fd	—	$4.57M	65,722	0.5%
Northern Lts Fd Tr IV	—	$4.40M	182,015	0.5%
Strategy Shs	—	$4.20M	158,433	0.5%
Timothy Plan	—	$3.87M	85,043	0.4%
First Tr Exchange-Traded Fd	—	$3.81M	107,910	0.4%
First Tr Exchange-Traded Alp	—	$3.73M	23,313	0.4%
iShares Tr	—	$3.21M	48,646	0.4%
Amazon.com Inc	—	$3.12M	13,509	0.3%
Timothy Plan	—	$2.96M	85,302	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.