Notify me when LVW Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 341 | $986,574,396 | +$50,942,583 | -$43,877,720 | +$7,064,863 | VEA, SCHD, SCHO, VONG, STIP | 13F-HR | 14 Jan 2026, 10:31 |
| Q3 2025 | 346 | $965,890,632 | +$80,587,708 | -$57,619,605 | +$22,968,103 | VEA, SCHD, VONG, SCHO, STIP | 13F-HR | 20 Oct 2025, 12:29 |
| Q2 2025 | 326 | $893,197,517 | +$124,717,936 | -$104,528,799 | +$20,189,137 | SCHD, VEA, VONG, SCHO, STIP | 13F-HR | 16 Jul 2025, 17:52 |
| Q1 2025 | 297 | $829,692,014 | +$98,059,236 | -$73,488,824 | +$24,570,412 | SCHD, HEFA, SCHO, VONG, STIP | 13F-HR | 09 Apr 2025, 13:44 |
| Q4 2024 | 307 | $816,424,904 | +$162,996,339 | -$31,144,543 | +$131,851,796 | SCHD, HEFA, VONG, STIP, VUG | 13F-HR | 16 Jan 2025, 11:04 |
| Q3 2024 | 308 | $780,911,194 | +$98,199,866 | -$23,678,167 | +$74,521,699 | SCHD, HEFA, VONG, STIP, VUG | 13F-HR | 09 Oct 2024, 17:09 |
| Q2 2024 | 291 | $679,165,037 | +$104,932,565 | -$20,860,816 | +$84,071,749 | SCHD, HEFA, VONG, STIP, VUG | 13F-HR | 15 Jul 2024, 15:21 |
| Q1 2024 | 285 | $590,512,667 | +$56,456,809 | -$33,004,200 | +$23,452,609 | SCHD, VONG, STIP, VUG, AAPL | 13F-HR | 17 Apr 2024, 18:18 |
| Q4 2023 | 255 | $533,769,091 | +$80,509,952 | -$56,332,779 | +$24,177,173 | SCHD, VONG, STIP, VUG, AAPL | 13F-HR | 12 Jan 2024, 20:34 |
| Q3 2023 | 218 | $468,064,099 | +$34,496,946 | -$42,720,095 | -$8,223,149 | SCHD, VONG, SCHP, VUG, AAPL | 13F-HR | 10 Oct 2023, 21:16 |
| Q2 2023 | 197 | $495,446,440 | +$26,056,631 | -$52,626,819 | -$26,570,188 | SCHD, VONG, SCHP, VUG, AAPL | 13F-HR | 14 Jul 2023, 10:55 |
| Q1 2023 | 231 | $498,950,507 | +$37,278,431 | -$38,035,467 | -$757,036 | SCHD, VONG, SCHP, VUG, AAPL | 13F-HR | 02 May 2023, 18:21 |
| Q4 2022 | 229 | $475,843,972 | +$63,114,614 | -$56,955,183 | +$6,159,431 | SCHD, VONG, SCHP, VUG, AAPL | 13F-HR | 18 Jan 2023, 17:41 |
| Q3 2022 | 218 | $442,655,000 | +$29,987,777 | -$30,446,899 | -$459,122 | SCHP, VONG, VUG, AAPL, SCHE | 13F-HR | 13 Oct 2022, 20:04 |
| Q2 2022 | 225 | $477,016,000 | +$50,757,063 | -$61,364,168 | -$10,607,105 | SCHP, VONG, VUG, SCHE, AAPL | 13F-HR | 21 Jul 2022, 20:54 |
| Q1 2022 | 229 | $570,124,000 | +$56,471,037 | -$32,883,269 | +$23,587,768 | VONG, SCHP, VUG, IEF, AAPL | 13F-HR | 02 May 2022, 17:16 |
| Q4 2021 | 239 | $585,442,000 | +$20,389,940 | -$46,311,781 | -$25,921,841 | VONG, SCHP, VUG, AAPL, SCHE | 13F-HR | 25 Jan 2022, 18:24 |
| Q3 2021 | 237 | $570,984,000 | +$25,284,105 | -$12,601,108 | +$12,682,997 | VONG, SCHP, VUG, SCHE, AAPL | 13F-HR | 02 Nov 2021, 08:54 |
| Q2 2021 | 223 | $563,130,000 | +$59,368,008 | -$12,143,426 | +$47,224,582 | VONG, SCHP, VUG, SCHE, AAPL | 13F-HR | 15 Jul 2021, 16:59 |
| Q1 2021 | 213 | $520,442,000 | +$42,646,085 | -$41,378,654 | +$1,267,431 | SCHP, VONG, VUG, SCHE, AAPL | 13F-HR | 19 Apr 2021, 09:29 |
| Q4 2020 | 200 | $498,447,000 | +$25,894,965 | -$23,664,540 | +$2,230,425 | VONG, SCHP, VUG, AAPL, SCHE | 13F-HR | 04 Feb 2021, 15:06 |
| Q3 2020 | 199 | $451,069,000 | +$73,440,669 | -$49,784,623 | +$23,656,046 | VONG, SCHP, VUG, AAPL, SCHE | 13F-HR | 28 Oct 2020, 20:45 |
| Q2 2020 | 196 | $414,349,000 | +$46,124,525 | -$67,782,310 | -$21,657,785 | VONG, VUG, SCHP, SCHE, AAPL | 13F-HR | 11 Aug 2020, 16:29 |
| Q1 2020 | 161 | $374,460,000 | +$83,552,888 | -$91,275,028 | -$7,722,140 | VUG, VONG, SCHP, SCHE, VEA | 13F-HR | 23 Apr 2020, 12:10 |
| Q4 2019 | 181 | $441,744,000 | +$40,014,707 | -$22,960,495 | +$17,054,212 | AGG, VUG, VEA, SCHE, SCHP | 13F-HR | 10 Feb 2020, 14:56 |
| Q3 2019 | 168 | $403,581,000 | +$74,601,548 | -$35,330,515 | +$39,271,033 | VEA, VUG, AGG, SCHE, SCHP | 13F-HR | 22 Oct 2019, 11:56 |
| Q2 2019 | 162 | $361,722,000 | +$37,899,276 | -$58,487,270 | -$20,587,994 | VEA, VUG, SCHE, MINT, SCHP | 13F-HR | 14 Aug 2019, 13:52 |
| Q1 2019 | 171 | $375,266,000 | +$69,472,638 | -$22,737,552 | +$46,735,086 | VEA, VUG, SCHE, AGG, MINT | 13F-HR | 02 May 2019, 20:14 |
| Q4 2018 | 158 | $296,226,000 | +$47,066,189 | -$63,368,611 | -$16,302,422 | VUG, VEA, AGG, MINT, IVV | 13F-HR | 05 Feb 2019, 06:58 |
| Q3 2018 | 155 | $347,497,000 | +$33,255,868 | -$11,300,515 | +$21,955,353 | VUG, VEA, AGG, IVV, AAPL | 13F-HR | 02 Nov 2018, 16:05 |
| Q2 2018 | 142 | $315,497,000 | +$30,243,470 | -$39,771,290 | -$9,527,820 | VUG, VEA, AGG, IVV, AAPL | 13F-HR | 31 Jul 2018, 17:14 |
| Q1 2018 | 139 | $322,191,000 | +$21,990,358 | -$32,280,512 | -$10,290,154 | VUG, VEA, AGG, IVV, MINT | 13F-HR | 20 Apr 2018, 14:50 |
| Q4 2017 | 137 | $342,369,000 | +$87,936,499 | -$12,447,430 | +$75,489,069 | VUG, VEA, AGG, CBOE, IVV | 13F-HR | 12 Feb 2018, 17:09 |
| Q3 2017 | 139 | $251,824,000 | +$67,915,629 | -$108,223,674 | -$40,308,045 | VUG, VEA, CBOE, SCHZ, IVV | 13F-HR | 09 Nov 2017, 16:33 |
| Q2 2017 | 116 | $284,230,000 | +$37,725,563 | -$36,990,121 | +$735,442 | VUG, VEA, FTSL, AGG, IVV | 13F-HR | 10 Aug 2017, 09:29 |
| Q1 2017 | 121 | $278,424,000 | +$30,691,677 | -$52,043,686 | -$21,352,009 | VUG, VEA, AGG, FTSL, SCHO | 13F-HR | 11 May 2017, 19:22 |
| Q4 2016 | 141 | $286,132,000 | +$18,631,037 | -$42,236,545 | -$23,605,508 | VUG, VEA, AGG, SCHO, DXJ | 13F-HR | 10 Feb 2017, 15:53 |
| Q3 2016 | 142 | $304,979,000 | +$46,140,758 | -$17,031,454 | +$29,109,304 | VUG, VEA, DXJ, AGG, SCHO | 13F-HR | 14 Nov 2016, 09:03 |
| Q2 2016 | 129 | $266,335,000 | +$11,445,357 | -$61,561,281 | -$50,115,924 | VUG, VEA, DXJ, SCHO, AGG | 13F-HR | 11 Aug 2016, 09:53 |
| Q1 2016 | 149 | $312,980,000 | +$92,370,069 | -$29,637,281 | +$62,732,788 | VUG, VEA, DXJ, AGG, SCHO | 13F-HR | 11 May 2016, 13:46 |
| Q4 2015 | 151 | $255,391,000 | +$51,790,715 | -$23,988,692 | +$27,802,023 | VUG, DXJ, VEA, AMLP, AGG | 13F-HR | 16 Feb 2016, 15:31 |
| Q3 2015 | 140 | $216,816,000 | +$27,671,458 | -$25,488,224 | +$2,183,234 | VUG, VEA, DXJ, AGG, TRAK | Restatement | 16 Feb 2016, 15:28 |
| Q2 2015 | 146 | $234,971,000 | +$37,650,170 | -$12,283,780 | +$25,366,390 | VUG, DXJ, VEA, VTI, AGG | 13F-HR | 13 Aug 2015, 17:10 |
| Q1 2015 | 151 | $210,028,000 | +$35,209,438 | -$8,916,626 | +$26,292,812 | VUG, DXJ, VEA, AGG, TRAK | 13F-HR | 12 May 2015, 18:57 |
| Q4 2014 | 155 | $181,474,000 | $0 | $0 | $0 | VUG, DXJ, TRAK, IWB, AAPL | 13F-HR | 17 Feb 2015, 15:32 |