Fund HoldingsLVW Advisors, LLC

Total Portfolio Value
$1.16B
Total Bought
$145.91M
Total Sold
$61.41M
Net Transaction
+$84.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
1,158,4651,241,597+83,13288,669109,1129.43%+20,443
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
70,784120,557+49,7737,09014,6381.26%+7,548
VANGUARD TAX-MANAGED FDS1,169,7071,140,123-29,58474,95581,2347.02%+6,279
MICRON TECHNOLOGY INC(MU)6,9427,417+4752,3458,5610.74%+6,216
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
1,044,217955,271-88,94634,84640,4373.49%+5,591
APPLE INC(AAPL)139,611139,990+37935,43240,5083.50%+5,076
SCHWAB STRATEGIC TR32,843166,689+133,8461,0826,0440.52%+4,962
WESTERN DIGITAL CORP(WDC)9,61810,327+7092,6026,5960.57%+3,994
ALPHABET INC(GOOG)41,79342,023+23011,98914,8481.28%+2,859
ALPHABET INC(GOOG)37,29537,947+65210,72513,5611.17%+2,837
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,2954,028+7331,2913,8870.34%+2,596
ISHARES TR8,91840,862+31,9446023,1510.27%+2,549
ISHARES TR230,341253,970+23,62924,53127,0402.34%+2,509
NVIDIA CORPORATION(NVDA)132,710128,025-4,68523,14525,6172.21%+2,472
ADVANCED MICRO DEVICES INC(AMD)5,1935,790+5971,0563,3630.29%+2,307
TAIWAN SEMICONDUCTOR MANUFAC(TSM)8,83511,018+2,1832,9865,2620.45%+2,276
AB ACTIVE ETFS INC
TAX AW INTER ETF
977,1591,050,870+73,71124,71726,9862.33%+2,269
INTEL CORP(INTC)14,87119,897+5,0266562,7780.24%+2,122
LAM RESEARCH CORP(LRCX)7,2548,436+1,1821,5503,6560.32%+2,106
VANGUARD BD INDEX FDS465,127494,779+29,65235,89937,9503.28%+2,051
CISCO SYS INC(CSCO)44,17345,137+9643,4275,3020.46%+1,874
AMAZON COM INC(AMZN)54,63855,422+78411,37913,2091.14%+1,830
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
319,679288,259-31,42035,06636,8423.18%+1,777
SCHWAB STRATEGIC TR2,112,9852,182,846+69,86151,28252,6944.55%+1,412
VANGUARD INDEX FDS47,476257,052+209,57620,73722,1421.91%+1,405
VANGUARD INTL EQUITY INDEX F138,909148,363+9,4547,5088,8560.77%+1,348
HSBC HLDGS PLC(HSBC)13,27725,234+11,9571,0952,4000.21%+1,304
APPLIED MATLS INC3,7153,528-1871,2702,5510.22%+1,281
ASE TECHNOLOGY HLDG CO LTD(ASX)17,03036,324+19,2943691,6390.14%+1,270
CATERPILLAR INC(CAT)2,0102,481+4711,4242,6420.23%+1,218
CORNING INC(GLW)8,0598,872+8131,0962,2660.20%+1,170
ASML HLDG NV
N Y REGISTRY SHS
1,2821,410+1281,6932,8050.24%+1,112
ELI LILLY & CO(LLY)3,4953,596+1013,2154,3140.37%+1,099
CITIGROUP INC(C)14,04218,929+4,8871,5932,6490.23%+1,057
MARVELL TECHNOLOGY INC(MRVL)5,1544,984-1705111,4850.13%+974
VISA INC(V)20,29620,704+4086,1347,1030.61%+969
ISHARES INC
MSCI EMRG CHN
58,06254,032-4,0304,5675,5270.48%+960
VANGUARD ADMIRAL FDS INC04,236+4,23609290.08%+929
SCHWAB STRATEGIC TR347,439325,679-21,76010,12111,0210.95%+900
CHIPMOS TECHNOLOGIES INC(IMOS)9,48818,898+9,4103391,2140.10%+875
KLA CORP(KLAC)4044,722+4,3185951,4250.12%+830
FLEX LTD(FLEX)6,1887,574+1,3864051,2280.11%+822
ISHARES TR
0-5 YR TIPS ETF
418,646431,464+12,81843,30144,0783.81%+778
ABBVIE INC(ABBV)19,53319,932+3994,2485,0160.43%+767
BANK OF AMER CORP47,06853,203+6,1352,2953,0320.26%+737
XOMETRY INC(XMTR)13,41313,201-2125481,2740.11%+726
ING GROEP N.V.(ING)13,57933,907+20,3283541,0640.09%+710
UNITEDHEALTH GROUP INC(UNH)2,0542,960+9065561,2300.11%+675
DELTA AIR LINES INC(DAL)4,81910,605+5,7863209930.09%+673
BROADCOM INC(AVGO)26,35823,287-3,0718,1588,7970.76%+639
PULTE GROUP INC(PHM)8,76712,154+3,3871,0311,6680.14%+637
BERKSHIRE HATHAWAY INC DEL16,33616,904+5687,8288,4590.73%+630
VANGUARD INDEX FDS9,4569,122-3345,6506,2650.54%+615
HONDA MOTOR CO LTD(HMC)11,85633,237+21,3812889010.08%+613
EBAY INC.(EBAY)10,66614,055+3,3899711,5710.14%+600
GOLDMAN SACHS GROUP INC(GS)1,7962,090+2941,5192,1140.18%+594
TESLA INC(TSLA)10,78710,818+314,0104,5500.39%+540
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
010,593+10,59305370.05%+537
MORGAN STANLEY(MS)7,6298,532+9031,2561,7840.15%+528
STATE STR CORP(STT)8,3209,282+9621,0531,5740.14%+521
SPDR GOLD TR(GLD)2,6784,540+1,8621,1521,6720.14%+520
GE VERNOVA INC(GEV)9641,158+1948411,3600.12%+519
US BANCORP(USB)60,68160,797+1163,1563,6720.32%+516
M & T BK CORP(MTB)3,2664,991+1,7256751,1880.10%+513
PALO ALTO NETWORKS INC(PANW)3,0292,872-1574869790.08%+494
VALE S A101,427138,477+37,0501,6142,0830.18%+469
UBS GROUP AG(UBS)08,815+8,81504370.04%+437
WAYFAIR INC(W)04,678+4,67804320.04%+432
ATI INC(ATI)02,142+2,14204220.04%+422
DELL TECHNOLOGIES INC(DELL)1,5441,550+62536690.06%+415
AXON ENTERPRISE INC(AXON)0739+73904140.04%+414
TOLL BROTHERS INC(TOL)02,513+2,51304140.04%+414
ALTRIA GROUP INC(MO)54,46455,663+1,1993,5944,0050.35%+411
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,7608,258-5021,1641,5730.14%+409
DEERE & CO(DE)2,6603,002+3421,4981,9040.16%+406
BHP BILLITON LIMITED5,4789,465+3,9873987890.07%+390
CIENA CORP(CIEN)1,6622,096+4346451,0280.09%+383
GE AEROSPACE(GE)3,0393,311+2728621,2370.11%+375
ISHARES TR7,0817,072-91,7562,1250.18%+369
GENERAL MTRS CO(GM)6,60511,145+4,5404928590.07%+367
VANECK ETF TRUST
GOLD MINERS ETF
04,764+4,76403590.03%+359
JOHNSON CONTROLS INTERNATION
SHS
2,5184,715+2,1973306890.06%+359
REALTY INCOME CORP(O)05,778+5,77803580.03%+358
JOHNSON & JOHNSON(JNJ)24,22024,697+4775,9206,2720.54%+352
PRICE T ROWE GROUP INC(TROW)7,2908,864+1,5746571,0080.09%+351
BORGWARNER INC05,266+5,26603500.03%+350
UNITED RENTALS INC(URI)276484+2082015480.05%+347
SASOL LTD(SSL)035,338+35,33803470.03%+347
CEMEX SA EURO MTN BE 144A(CX)32,15959,530+27,3713687140.06%+346
AMPHENOL CORP5,6485,990+3427141,0560.09%+343
HUDBAY MINERALS INC(HBM)014,473+14,47303420.03%+342
RELIANCE INC(RS)0914+91403410.03%+341
CROWDSTRIKE HLDGS INC(CRWD)839867+283286620.06%+334
ARISTA NETWORKS INC(ANET)6,5346,677+1438021,1340.10%+332
TERADYNE INC(TER)0682+68203300.03%+330
TEVA PHARMACEUTICAL INDS LTD(TEVA)09,736+9,73603300.03%+330
AZZ INC02,117+2,11703280.03%+328
NXP SEMICONDUCTORS N V
COM
01,152+1,15203240.03%+324
ISHARES TR02,709+2,70903230.03%+323
ISHARES TR
US TREAS BD ETF
014,106+14,10603210.03%+321
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LVW Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail