LVW Advisors, LLC - Portfolio overview

LVW Advisors, LLC has 475 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 8.36%
2. VEA - VANGUARD TAX-MANAGED FDS, 7.07%
3. SCHO - SCHWAB STRATEGIC TR, 4.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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