Institutional Fund
Lvz, Inc.
Holland, MICIK 15744086 filings on record
Portfolio Value
$876.28M
Q1 2026
Holdings
160
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-2.0%
from $894.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.8%
- Ishares Tr13.5%
- Dimensional ETF Trust12.9%
- First Tr Exchange-Traded Fd12.0%
- First Tr Exchange-Traded Fd7.8%
- J P Morgan Exchange Traded F7.1%
- Other32.9%
Portfolio Holdings
160 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 572.7K | $120.92M | 13.8% | −19.4K | Reduced |
| 2 | Ishares Tr | 1.05M | $118.52M | 13.5% | +28.0K | Added |
| 3 | Dimensional ETF Trust | 2.90M | $112.84M | 12.9% | +1.03M | Added |
| 4 | First Tr Exchange-Traded Fd | 2.67M | $105.45M | 12.0% | −130.8K | Reduced |
| 5 | First Tr Exchange-Traded Fd | 3.24M | $67.92M | 7.8% | +142.7K | Added |
| 6 | J P Morgan Exchange Traded F | 1.02M | $62.38M | 7.1% | +15.8K | Added |
| 7 | J P Morgan Exchange Traded F | 967.0K | $52.00M | 5.9% | +29.9K | Added |
| 8 | Ishares Tr | 349.7K | $34.72M | 4.0% | +11.7K | Added |
| 9 | Dimensional ETF Trust | 687.3K | $25.26M | 2.9% | −1.13M | Reduced |
| 10 | Dimensional ETF Trust | 117.2K | $8.31M | 0.9% | +15.3K | Added |
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