LVW Advisors, LLC 13F Holdings
CIK 0001576053 · PITTSFORD, NY
As of Sep 30, 2025, LVW Advisors, LLC reported 347 positions worth $933.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,257,516 | $75.4M | 8.07% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 2,358,936 | $64.4M | 6.90% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 452,212 | $54.5M | 5.84% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 1,982,002 | $48.4M | 5.18% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 401,915 | $41.5M | 4.45% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 1,028,465 | $35.1M | 3.77% |
| APPLE INC | AAPL | Technology | 135,972 | $34.6M | 3.71% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 428,087 | $33.4M | 3.58% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 60,961 | $29.2M | 3.13% |
| NVIDIA CORP | NVDA | Technology | 143,577 | $26.8M | 2.87% |
| AB ACTIVE ETFS INC | TAFM | — | 967,446 | $24.6M | 2.63% |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | CGIE | — | 717,550 | $24.2M | 2.59% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 294,981 | $23.1M | 2.48% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 216,105 | $23.1M | 2.47% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 722,745 | $23.1M | 2.47% |
| MICROSOFT CORP | MSFT | Technology | 38,178 |