LVW Advisors
LVW Advisors reported 459 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (9.3%), VEA (6.2%) and SCHO (4.9%). Compared with Q2 2026, the fund opened new positions in XOM, LAMR and SPG, added to SCHO, BIV and CGGO, trimmed SPYM, VEA and AAPL and sold out of XOM, VOOV and AGG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $110M | 9.3% | 1.2M | −21K (−2%) | 5 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $73M | 6.2% | 1M | −107K (−9%) | 8 of 8 | |
| 3 |  SCHO Schwab Short-Term US Treasury ETF | $57.5M | 4.9% | 2.4M | +228K (+10%) | 8 of 8 | |
| 4 |  BIV Vanguard Intermediate | $45.3M | 3.8% | 622K | +127K (+26%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $45.3M | 3.8% | 136K | −4,027 (−3%) | 8 of 8 | |
| 6 |  STIP Ishares 0-5 | $43M | 3.6% | 431K | −605 (−0%) | 8 of 8 | |
| 7 |  CGGO Capital Group Gbl Growth Eqt | $40.6M | 3.4% | 1M | +65K (+7%) | 8 of 8 | |
| 8 |  SCHD Schwab US Dividend Equity ETF | $32.9M | 2.8% | 1M | −147K (−13%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $29.2M | 2.5% | 128K | −268 (−0%) | 8 of 8 | |
| 10 |  VONG Vanguard Russell 1000 | $27.7M | 2.4% | 215K | −73K (−25%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.3M | 24K |
 VOOV Vanguard S&P 500 Value ETF | $929K | 4,236 |
 AGG Ishares TR | $778K | 7,862 |
 ULS UL Solutions Inc | $637K | 6,253 |
 TPR Tapestry Inc | $636K | 4,346 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LVW Advisors 13F FAQ
What does LVW Advisors own?
LVW Advisors reported 459 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (9.3%), VEA (6.2%) and SCHO (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did LVW Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 55 new positions, 199 added to, 170 trimmed and 58 sold out. New positions include XOM, LAMR and SPG. It sold all of XOM, VOOV and AGG.
When will LVW Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LVW Advisors's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.