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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 $916,626,367
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,323,058 $88,061,049 9.61%
2.
Vanguard Tax-Managed Fds
 1,232,520 $70,265,973 7.67%
3.
Vanguard Scottsdale Funds
 498,485 $54,434,598 5.94%
4.
Schwab Strategic Trust
 FNDF 1,834,600 $44,727,546 4.88%
5.
Ishares Tr - 0-5 YR TIPS ETF
 391,145 $40,252,746 4.39%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)