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Filers›Family Office›LVZ, Inc.
DOSSIER · 13F-HR · Q1 2026

LVZ, Inc.

LVZ's family office based in London, UK — $876M in tracked AUM across 161 positions as of Q1 2026.

L
LVZ·London, UK·Family Office
CIK 0001574408 · last filed Mar 31, 2026
Total AUM
$876M
▼ 4.2%
vs prior
Holdings
161
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LVZ, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$121M573K13.8%
02
IVW
ISHARES TR
$119M1.0M13.5%
03
DFAI
DIMENSIONAL ETF TRUST
$113M2.9M12.9%
04
SDVY
FIRST TR EXCHANGE TRADED FD
$105M2.7M12.0%
05
FTCB
FIRST TR EXCHANGE-TRADED FD
$68M3.2M7.8%
06
JQUA
J P MORGAN EXCHANGE TRADED F
$62M1.0M7.1%
07
JBND
J P MORGAN EXCHANGE TRADED F
$52M967K5.9%
08
AGG
ISHARES TR
$35M350K4.0%
09
DUHP
DIMENSIONAL ETF TRUST
$25M687K2.9%
10
DFUS
DIMENSIONAL ETF TRUST
$8M117K0.9%

Filing history

Filing history loading…
AI Agent · grounded in LVZ,
haiku-4-5 · 161 positions indexed
Sector mix
  • Financials8%
  • Health Care15%
  • Communications8%
  • Industrials28%
  • Energy6%
  • Other35%
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