LOWAX holdings — Ladenburg Growth & Income Fund
Ladenburg Growth & Income Fund (LOWAX) held 14 positions with net assets of $196M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 85.1% of the fund, led by SCHV, SCHG, FENI.
LOWAX top holdings
- SCHV SCHWAB STRATEGIC TRUST — 14.18% ($27.9M)
- SCHG SCHWAB STRATEGIC TRUST — 13.13% ($25.8M)
- FENI FIDELITY COVINGTON TRUST — 10.01% ($19.6M)
- BOND PIMCO ETF TRUST — 9.89% ($19.4M)
- TOTL SSGA ACTIVE TRUST — 7.91% ($15.5M)
- BIV VANGUARD BOND INDEX FUNDS — 6.91% ($13.6M)
- GTO INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST — 6.88% ($13.5M)
- FTGC FIRST TRUST EXCHANGE-TRADED FUND VII — 5.69% ($11.2M)
- XSMO INVESCO EXCHANGE TRADED FUND TRUST — 5.29% ($10.4M)
- IWP ISHARES TRUST — 5.18% ($10.2M)
- WTV WISDOMTREE TRUST — 5.13% ($10.1M)
- AVUV AMERICAN CENTURY INVEST — 5.03% ($9.87M)
- QQQM INVESCO EXCHANGE-TRADED FUND TRUST II — 4.12% ($8.10M)
- FGXXX FIRST AMERICAN FUNDS INC — 0.70% ($1.37M)
What are LOWAX's top 10 holdings?
SCHV (14.2%), SCHG (13.1%), FENI (10.0%), BOND (9.9%), TOTL (7.9%), BIV (6.9%), GTO (6.9%), FTGC (5.7%), XSMO (5.3%), IWP (5.2%).
How many stocks are in LOWAX?
Ladenburg Growth & Income Fund reported 14 holdings as of June 30, 2026.
Share classes: LOWAX, LOWCX, LOWIX