LVW Advisors, LLC — 13F holdings

LVW Advisors, LLC reported 460 holdings worth $1.19B in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $110M (9.2%)
  2. VEA VANGUARD TAX-MANAGED FDS — $73.0M (6.1%)
  3. SCHO SCHWAB STRATEGIC TR — $57.5M (4.8%)
  4. BIV VANGUARD BD INDEX FDS — $45.3M (3.8%)
  5. AAPL APPLE INC — $45.3M (3.8%)
  6. STIP ISHARES TR — $43.0M (3.6%)
  7. CGGO CAPITAL GROUP GBL GROWTH EQT — $40.6M (3.4%)
  8. SCHD SCHWAB STRATEGIC TR — $32.9M (2.8%)
  9. NVDA NVIDIA CORPORATION — $29.2M (2.5%)
  10. VONG VANGUARD SCOTTSDALE FDS — $27.7M (2.3%)