CIK 1576053
LVW Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
341
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1.2M | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 2.2M | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 2.1M | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 413K | $1M+ | SH |
| STIP | ISHARES TR | 408K | $1M+ | SH |
| AAPL | APPLE INC | 141K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.1M | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 449K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 434K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 767K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 138K | $1M+ | SH |
| TAFM | AB ACTIVE ETFS INC | 1.0M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 713K | $1M+ | SH |
| SUB | ISHARES TR | 218K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 38K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 191K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 44K | $1M+ | SH |
| IJR | ISHARES TR | 117K | $1M+ | SH |
| GOOG | ALPHABET INC | 40K | $1M+ | SH |
| AMZN | AMAZON COM INC | 51K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| AVGO | BROADCOM INC | 27K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 290K | $1M+ | SH |
| V | VISA INC | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 10K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 25K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 186K | $1M+ | SH |
| EMXC | ISHARES INC | 61K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 7K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 62K | $1M+ | SH |
| CSCO | CISCO SYS INC | 44K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 67K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 19K | $1M+ | SH |
| CB | CHUBB LIMITED | 11K | $1M+ | SH |
| USB | US BANCORP DEL | 56K | $1M+ | SH |
| AMGN | AMGEN INC | 9K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 29K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 22K | $1M+ | SH |
| IYW | ISHARES TR | 13K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 29K | $1M+ | SH |