LVZ, Inc.: 13F holdings
CIK 15744082026Q2
| Positions | 177 |
|---|
| Reported value | $984.3m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 177 (+16 vs prior quarter) |
|---|
| Reported value | $984.3m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 1,036,902 | $142.6m | 14.5% |
| IVE ISHARES TR | 575,983 | $130.8m | 13.3% |
| DFAI DIMENSIONAL ETF TRUST | 2,918,971 | $120.4m | 12.2% |
| SDVY FIRST TR EXCHANGE TRADED FD | 2,704,072 | $116.7m | 11.9% |
| JQUA J P MORGAN EXCHANGE TRADED F | 1,015,715 | $73.4m | 7.5% |
| FTCB FIRST TR EXCHANGE-TRADED FD | 3,242,759 | $67.6m | 6.9% |
| JBND J P MORGAN EXCHANGE TRADED F | 964,908 | $51.6m | 5.2% |
| AGG ISHARES TR | 359,346 | $35.6m | 3.6% |
| DIMENSIONAL ETF TRUST | 700,148 | $29.2m | 3.0% |
| DFUS DIMENSIONAL ETF TRUST | 123,390 | $10.1m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1574408")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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