13F Insight
DOSSIER · 13F-HR · Q2 2026

LVZ, Inc.

$984M in tracked AUM across 177 positions as of Q2 2026.

LI
CIK 0001574408 · last filed Jun 30, 2026
Total AUM
$984M
as of Q2 2026
Holdings
177
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LVZ, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$143M1.0M14.5%02
IVE
ISHARES TR
$131M576K13.3%03
DFAI
DIMENSIONAL ETF TRUST
$120M2.9M12.2%04
SDVY
FIRST TR EXCHANGE TRADED FD
$117M2.7M11.9%05
JQUA
J P MORGAN EXCHANGE TRADED F
$73M1.0M7.5%06
FTCB
FIRST TR EXCHANGE-TRADED FD
$68M3.2M6.9%07
JBND
J P MORGAN EXCHANGE TRADED F
$52M965K5.2%08
AGG
ISHARES TR
$36M359K3.6%09
DUHP
DIMENSIONAL ETF TRUST
$29M700K3.0%10
DFUS
DIMENSIONAL ETF TRUST
$10M123K1.0%

Filing history

2026Q2Jun 30
$984M▲ 12.3%
177 positionsView →2026Q1Mar 31
$876M▼ 2.0%
161 positionsView →2025Q4Dec 31
$894M▲ 1.7%
169 positionsView →2025Q3Sep 30
$880M▲ 5.5%
162 positionsView →2025Q2Jun 30
$834M▲ 9.5%
156 positionsLocked2025Q1Mar 31
$762M▼ 2.3%
148 positionsLocked2024Q4Dec 31
$780M▼ 0.2%
149 positionsLocked2024Q3Sep 30
$782M▲ 6.6%
149 positionsLocked2024Q2Jun 30
$734M▼ 0.3%
143 positionsLocked2024Q1Mar 31
$735M▲ 3.9%
144 positionsLocked2023Q4Dec 31
$708M▲ 14.2%
142 positionsLocked2023Q3Sep 30
$620M▼ 13.6%
127 positionsLocked
Showing 12 of 51