LVW Advisors, LLC

Est. AUM

$1.16B

13F long equity, this entity only

Positions

462

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	ST STR P500ETF	$109.1M	1241597	9.43%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$81.2M	1140123	7.02%	SOLE
3	SCHWAB STRATEGIC TR	SHT TM US TRES	$52.7M	2182846	4.55%	SOLE
4	ISHARES TR	0-5 YR TIPS ETF	$44.1M	431464	3.81%	SOLE
5	APPLE INC	COM	$40.5M	139990	3.50%	SOLE
6	CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$40.4M	955271	3.49%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$38.0M	494779	3.28%	SOLE
8	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$36.8M	288259	3.18%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$36.7M	1158802	3.17%	SOLE
10	ISHARES TR	SHRT NAT MUN ETF	$27.0M	253970	2.34%	SOLE
11	AB ACTIVE ETFS INC	TAX AW INTER ETF	$27.0M	1050870	2.33%	SOLE
12	NVIDIA CORPORATION	COM	$25.6M	128025	2.21%	SOLE
13	CAPITAL GROUP INTERNATIONAL	SHS	$24.4M	662732	2.11%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$22.1M	257052	1.91%	SOLE
15	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$15.0M	204376	1.30%	SOLE
16	ALPHABET INC	CAP STK CL C	$14.8M	42023	1.28%	SOLE
17	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$14.6M	120557	1.26%	SOLE
18	ALPHABET INC	CAP STK CL A	$13.6M	37947	1.17%	SOLE
19	MICROSOFT CORP	COM	$13.4M	35961	1.16%	SOLE
20	AMAZON COM INC	COM	$13.2M	55422	1.14%	SOLE
21	ISHARES TR	CORE S&P SCP ETF	$13.0M	87766	1.12%	SOLE
22	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.0M	325679	0.95%	SOLE
23	JPMORGAN CHASE & CO	COM	$10.3M	31362	0.89%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.9M	148363	0.77%	SOLE
25	BROADCOM INC	COM	$8.8M	23287	0.76%	SOLE
26	MICRON TECHNOLOGY INC	COM	$8.6M	7417	0.74%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.5M	16904	0.73%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$7.9M	299338	0.69%	SOLE
29	VISA INC	COM CL A	$7.1M	20704	0.61%	SOLE
30	WESTERN DIGITAL CORP	COM	$6.6M	10327	0.57%	SOLE
31	JOHNSON & JOHNSON	COM	$6.3M	24697	0.54%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.3M	9122	0.54%	SOLE
33	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.0M	166689	0.52%	SOLE
34	META PLATFORMS INC	CL A	$5.7M	10071	0.49%	SOLE
35	ISHARES INC	MSCI EMRG CHN	$5.5M	54032	0.48%	SOLE
36	CISCO SYS INC	COM	$5.3M	45137	0.46%	SOLE
37	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.3M	11018	0.45%	SOLE
38	ABBVIE INC	COM	$5.0M	19932	0.43%	SOLE
39	TESLA INC	COM	$4.5M	10818	0.39%	SOLE
40	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.4M	160545	0.38%	SOLE
41	ELI LILLY & CO	COM	$4.3M	3596	0.37%	SOLE
42	ALTRIA GROUP INC	COM	$4.0M	55663	0.35%	SOLE
43	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.9M	4028	0.34%	SOLE
44	US BANCORP	COM NEW	$3.7M	60797	0.32%	SOLE
45	LAM RESEARCH CORP	COM NEW	$3.7M	8436	0.32%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.6M	4842	0.31%	SOLE
47	ISHARES U S ETF TR	SHOR DURA BD ETF	$3.4M	66754	0.29%	SOLE
48	ADVANCED MICRO DEVICES INC	COM	$3.4M	5790	0.29%	SOLE
49	EXXON MOBIL CORP	COM	$3.3M	24359	0.29%	SOLE
50	CHUBB LIMITED	COM	$3.3M	9551	0.28%	SOLE

1–50 of 462

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.