LVW Advisors, LLC

Portfolio Overview

LVW Advisors reported $986.57 million in reported equity holdings across 341 positions as of 2025-12-31, a 128.5% increase from the prior quarter ($431.75M → $986.57M). The filer’s portfolio is ETF-heavy: ETFs account for $527.61M, or 53.47% of reported assets. Technology is the largest named sector at $98.42M (9.98%), followed by an $58.40M (5.92%) bucket labeled “Unknown.” The portfolio shows a mix of core passive ETF exposures and selected individual equity stakes, consis...