Institutional Fund
Lvw Advisors, LLC
Pittsford, NYCIK 15760535 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
435
Reported positions
New Buys
119
Opened this quarter
QoQ Change
+3.9%
from $986.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust8.6%
- Vanguard Tax-Managed Fds7.3%
- Schwab Strategic Tr5.0%
- Ishares Tr4.2%
- Schwab Strategic Tr4.0%
- Vanguard Bd Index Fds3.5%
- Other67.3%
Portfolio Holdings
435 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.16M | $88.67M | 8.6% | +724.1K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.17M | $74.95M | 7.3% | −79.5K | Reduced |
| 3 | Schwab Strategic Tr | 2.11M | $51.28M | 5.0% | +40.8K | Added |
| 4 | Ishares Tr | 418.6K | $43.30M | 4.2% | +10.2K | Added |
| 5 | Schwab Strategic Tr | 1.35M | $41.36M | 4.0% | −880.7K | Reduced |
| 6 | Vanguard Bd Index Fds | 465.1K | $35.90M | 3.5% | +16.0K | Added |
| 7 | Apple Inc | 139.6K | $35.43M | 3.5% | −1.1K | Reduced |
| 8 | Vanguard Scottsdale Fds | 319.7K | $35.07M | 3.4% | −92.9K | Reduced |
| 9 | Capital Group Gbl Growth Eqt | 1.04M | $34.85M | 3.4% | −23.5K | Reduced |
| 10 | Ab Active Etfs Inc | 977.2K | $24.72M | 2.4% | −28.7K | Reduced |
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