account_balance
Investment manager · 13F filer · SEC CIK 1576053
LVW Advisors, LLC
Reported value$1.18Bas of Sep 30, 2026
Positions459 54 new, 57 sold out
Top 10 weight42.7%SPYM alone is 9%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
9.3%
VEAVanguard Tax-Managed FDS
6.2%Trimmed −9%
SCHOSchwab Strategic Tr
4.9%Added +10%
BIVVanguard Bd Index FDS
3.8%Added +26%
AAPLApple Inc.
3.8%Trimmed −3%
STIPiShares Tr
3.6%
CGGOCapital Group GBL Growth Eqt
3.4%Added +7%
SCHDSchwab Strategic Tr
2.8%Trimmed −13%
NVDANVIDIA Corp
2.5%
VONGVanguard Scottsdale FDS
2.3%Trimmed −25%
CGIECapital Group International
2.1%Added +3%
SUBiShares Tr
2.1%Trimmed −9%
SPYMSPDR Series Trust
9.3%
VEAVanguard Tax-Managed FDS
6.2%−9%
SCHOSchwab Strategic Tr
4.9%+10%
BIVVanguard Bd Index FDS
3.8%+26%
AAPLApple Inc.
3.8%−3%
STIPiShares Tr
3.6%
CGGOCapital Group GBL Growth Eqt
3.4%
SCHDSchwab Strategic Tr
2.8%
NVDANVIDIA Corp
2.5%
VONG2.3%
CGIE2.1%
SUB2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 9.3% Held
VEA Vanguard Tax-Managed FDS 6.2% Trimmed −9%
SCHO Schwab Strategic Tr 4.9% Added +10%
BIV Vanguard Bd Index FDS 3.8% Added +26%
AAPL Apple Inc. 3.8% Trimmed −3%STIP iShares Tr 3.6% Held
CGGO Capital Group GBL Growth Eqt 3.4% Added +7%
SCHD Schwab Strategic Tr 2.8% Trimmed −13%
NVDA NVIDIA Corp 2.5% HeldVONG Vanguard Scottsdale FDS 2.3% Trimmed −25%
CGIE Capital Group International 2.1% Added +3%
SUB iShares Tr 2.1% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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