LVW Advisors, LLC
All 13F Filings
- Location
- Pittsford, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 986,574
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 341 | 986,574 | 13F-HR | LVW Advisors, LLC |
| Q3 2025 | 10/20/2025 | 347 | 979,214 | 13F-HR | LVW Advisors, LLC |
| Q2 2025 | 7/17/2025 | 329 | 916,626 | 13F-HR | LVW Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 834 K | 84.5% | 20.54 K | 0 | 20.54 K |
| ETFs | 152 K | 15.4% | 0 | 408 | -408 |
| Debt | 546 | 0.1% | 546 | 0 | 546 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
986,574
Holdings
341
QoQ value change ($000)
7,360
(0.8%)
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.