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Home > Institutional Investor > Lvw Advisors, Llc > Profile

Instuitional Investor - Lvw Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lvw Advisors, Llc
Portfolio Value $979,214,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 1,257,516 $75,350,349 7.69%
2.
Schwab Strategic Trust
 FNDF 2,358,936 $64,398,949 6.58%
3.
Vanguard Scottsdale Funds
 452,212 $54,491,576 5.56%
4.
Schwab Strategic Trust
 FNDF 1,982,002 $48,360,852 4.94%
5.
Ishares Tr - 0-5 YR TIPS ETF
 401,915 $41,541,910 4.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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