LVW Advisors, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$986.6M
Holdings
341
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (341 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $78.0M |
SCHDSCHWAB STRATEGIC TR | $61.1M |
SCHOSCHWAB STRATEGIC TR | $50.5M |
VONGVANGUARD SCOTTSDALE FDS | $50.2M |
STIPISHARES TR | $41.8M |
AAPLAPPLE INC | $38.2M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $37.0M |
BIVVANGUARD BD INDEX FDS | $35.0M |
SPYMSPDR SERIES TRUST | $34.8M |
CGIECAPITAL GROUP INTERNATIONAL | $26.7M |
NVDANVIDIA CORPORATION | $25.7M |
TAFMAB ACTIVE ETFS INC | $25.6M |
VUGVANGUARD INDEX FDS | $25.3M |
SCHGSCHWAB STRATEGIC TR | $23.3M |
SUBISHARES TR | $23.2M |
MSFTMICROSOFT CORP | $18.3M |
BNDVANGUARD BD INDEX FDS | $14.2M |
JPMJPMORGAN CHASE & CO. | $14.1M |
IJRISHARES TR | $14.1M |
GOOGALPHABET INC | $12.5M |
AMZNAMAZON COM INC | $11.7M |
GOOGLALPHABET INC | $9.8M |
AVGOBROADCOM INC | $9.3M |
PYLDPIMCO ETF TR | $7.7M |
VVISA INC | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.0M |
METAMETA PLATFORMS INC | $6.3M |
VTWOVANGUARD SCOTTSDALE FDS | $5.3M |
JNJJOHNSON & JOHNSON | $5.1M |
VOOVANGUARD INDEX FDS | $4.8M |
TSLATESLA INC | $4.8M |
SCHFSCHWAB STRATEGIC TR | $4.5M |
EMXCISHARES INC | $4.4M |
ABBVABBVIE INC | $4.0M |
MAMASTERCARD INCORPORATED | $3.9M |
LLYELI LILLY & CO | $3.7M |
SPYSPDR S&P 500 ETF TR | $3.6M |
MOALTRIA GROUP INC | $3.6M |
CSCOCISCO SYS INC | $3.4M |
NEARISHARES U S ETF TR | $3.4M |
PLTRPALANTIR TECHNOLOGIES INC | $3.4M |
CBCHUBB LIMITED | $3.3M |
USBUS BANCORP DEL | $3.0M |
AMGNAMGEN INC | $3.0M |
MDTMEDTRONIC PLC | $2.8M |
GDGENERAL DYNAMICS CORP | $2.7M |
HDHOME DEPOT INC | $2.7M |
GILDGILEAD SCIENCES INC | $2.7M |
IYWISHARES TR | $2.7M |
BILSPDR SERIES TRUST | $2.7M |
MRKMERCK & CO INC | $2.6M |
SCHZSCHWAB STRATEGIC TR | $2.5M |
XOMEXXON MOBIL CORP | $2.5M |
PEPPEPSICO INC | $2.5M |
WMTWALMART INC | $2.4M |
MCDMCDONALDS CORP | $2.3M |
CITCINTAS CORP | $2.2M |
4I1PHILIP MORRIS INTL INC | $2.1M |
DUKDUKE ENERGY CORP NEW | $2.1M |
SPGIS&P GLOBAL INC | $2.1M |
PAYXPAYCHEX INC | $2.1M |
BNLBROADSTONE NET LEASE INC | $2.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
CVXCHEVRON CORP NEW | $2.0M |
COSTCOSTCO WHSL CORP NEW | $1.9M |
PHPARKER-HANNIFIN CORP | $1.8M |
KOCOCA COLA CO | $1.8M |
NFLXNETFLIX INC | $1.8M |
AEPAMERICAN ELEC PWR CO INC | $1.8M |
SCHASCHWAB STRATEGIC TR | $1.8M |
RTXRTX CORPORATION | $1.8M |
WECWEC ENERGY GROUP INC | $1.7M |
HCAHCA HEALTHCARE INC | $1.7M |
BACBANK AMERICA CORP | $1.7M |
IWMISHARES TR | $1.7M |
LOWLOWES COS INC | $1.6M |
BACVERIZON COMMUNICATIONS INC | $1.6M |
EFGISHARES TR | $1.6M |
PLDPROLOGIS INC. | $1.6M |
NEENEXTERA ENERGY INC | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
SOSOUTHERN CO | $1.5M |
PNCPNC FINL SVCS GROUP INC | $1.4M |
ECLECOLAB INC | $1.4M |
ABTABBOTT LABS | $1.4M |
VTEBVANGUARD MUN BD FDS | $1.4M |
VYMVANGUARD WHITEHALL FDS | $1.3M |
MCOMOODYS CORP | $1.3M |
AXPAMERICAN EXPRESS CO | $1.2M |
VTIVANGUARD INDEX FDS | $1.2M |
ASMLASML HOLDING N V | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.1M |
AZNASTRAZENECA PLC | $1.1M |
LPLALPL FINL HLDGS INC | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.1M |
ISRGINTUITIVE SURGICAL INC | $1.0M |
TRVTRAVELERS COMPANIES INC | $1.0M |
DWDMORGAN STANLEY | $1.0M |
FNDFSCHWAB STRATEGIC TR | $1.0M |
MSCIMSCI INC | $1.0M |
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