LVZ, Inc.
All 13F Filings
- Location
- Holland, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 974,960
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 167 | 974,960 | 13F-HR | LVZ, Inc. |
| Q2 2026 | 7/9/2026 | 177 | 984,275 | 13F-HR | LVZ, Inc. |
| Q1 2026 | 4/28/2026 | 161 | 876,331 | 13F-HR | LVZ, Inc. |
| Q4 2025 | 2/10/2026 | 169 | 894,498 | 13F-HR/A - RESTATEMENT | LVZ, Inc. |
| Q4 2025 | 2/2/2026 | 169 | 894,498 | 13F-HR | LVZ, Inc. |
| Q3 2025 | 10/27/2025 | 162 | 879,730 | 13F-HR | LVZ, Inc. |
| Q2 2025 | 7/15/2025 | 156 | 834,010 | 13F-HR | LVZ, Inc. |
| Q2 2014 | 7/24/2014 | 20 | 133,390 | 13F-HR | LVZ Advisors, Inc. |
| Q1 2014 | 4/22/2014 | 19 | 123,701 | 13F-HR | LVZ Advisors, Inc. |
| Q4 2013 | 1/17/2014 | 18 | 120,249 | 13F-HR | LVZ Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.2 K | 21.8% | 38.23 K | 0 | 38.23 K |
| ETFs | 713.4 K | 73.2% | 0 | 45.24 K | -45.24 K |
| Debt | 49.37 K | 5.1% | 0 | 2.307 K | -2.307 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
974,960
Holdings
167
QoQ value change ($000)
-9,315
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.