LVW Advisors, LLC
All 13F Filings
- Location
- Pittsford, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,049,615
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 436 | 1,049,615 | 13F-HR | LVW Advisors, LLC |
| 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)
Derivatives reported exposure ($000):
24.39 K
(2.3% of total reported value)
· QoQ Δ:
+24.39 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 492 K | 48.0% | 0 | 342.1 K | -342.1 K |
| ETFs | 532.8 K | 52.0% | 380.8 K | 0 | 380.8 K |
| Debt | 450 | 0.0% | 0 | 96 | -96 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
1,049,615
Holdings
436
QoQ value change ($000)
63,041
(6.4%)
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.