Institutions / LVW Advisors, LLC
LVW Advisors, LLC
CIK 1576053 · Institution · as of Dec 31, 2025
Portfolio value
$986.57M
Positions
341
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 341 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $78.04M | 7.9% |
| Schwab Strategic Tr | $61.14M | 6.2% |
| Schwab Strategic Tr | $50.50M | 5.1% |
| Vanguard Scottsdale Fds | $50.24M | 5.1% |
| iShares MSCI UAE ETF | $41.82M | 4.2% |
| Apple Inc. | $38.25M | 3.9% |
| Capital Group Gbl Growth Eqt | $37.00M | 3.8% |
| Vanguard Bd Index Fds | $34.98M | 3.5% |
| SPDR Series Trust | $34.85M | 3.5% |
| Capital Group International | $26.71M | 2.7% |
| NVIDIA Corp | $25.75M | 2.6% |
| AB Active Etfs Inc | $25.57M | 2.6% |
| Vanguard Index Fds | $25.32M | 2.6% |
| Schwab Strategic Tr | $23.26M | 2.4% |
| iShares MSCI UAE ETF | $23.22M | 2.4% |
| Microsoft Corp | $18.30M | 1.9% |
| Vanguard Bd Index Fds | $14.17M | 1.4% |
| JPMorgan Chase & Co | $14.13M | 1.4% |
| iShares Tr | $14.06M | 1.4% |
| Alphabet Inc. | $12.55M | 1.3% |
| Amazon.com Inc | $11.73M | 1.2% |
| Alphabet Inc. | $9.78M | 1.0% |
| Broadcom Inc. | $9.35M | 0.9% |
| PIMCO ETF Tr | $7.73M | 0.8% |
| Visa Inc | $7.05M | 0.7% |
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.