LVZ, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, LVZ, Inc. held in its portfolio 151 assets valued at $894,498,268 (i.e. $894.50M).
The most valuable assets in the portfolio included: ISHARES TR ($125.70M), ISHARES TR ($125.56M), and FIRST TR EXCHANGE-TRADED FD ($107.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 151 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LVZ, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1019830 | 125704232 | S&P 500 GRWT ETF |
| ISHARES TR | 592080 | 125562448 | S&P 500 VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 2805135 | 107492756 | SMID RISNG ETF |
| DIMENSIONAL ETF TRUST | 1863526 | 71018978 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 1819770 | 69205856 | US HIGH PROFITAB |
| FIRST TR EXCHANGE-TRADED FD | 3097763 | 65765508 | CORE INVESTMENT |
| J P MORGAN EXCHANGE TRADED F | 1001489 | 63274079 | US QUALTY FCTR |
| J P MORGAN EXCHANGE TRADED F | 937097 | 50668823 | ACTIVE BOND ETF |
| ISHARES TR | 337993 | 33758784 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 101868 | 7555550 | US EQUITY MARKET |
| ISHARES TR | 47360 | 7041996 | CORE S&P TTL STK |
| APPLE INC | 25601 | 6959944 | COM |
| NORTHERN LTS FD TR IV | 150306 | 6783302 | INSPIRE 100 ETF |
| DIMENSIONAL ETF TRUST | 151953 | 6467120 | CORE FIXED INCOM |
| ISHARES TR | 8289 | 5677603 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 92388 | 5522955 | DIMENSIONAL US |
| FIRST TR EXCHANGE-TRADED ALP | 32328 | 4862836 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 65722 | 4565707 | RISNG DIVD ACHIV |
| NORTHERN LTS FD TR IV | 182015 | 4404774 | INSPIRE CORP BD |
| FIRST TR EXCHNG TRADED FD VI | 91199 | 4249005 | FT VEST US EQT |
| STRATEGY SHS | 158433 | 4204819 | EVENTIDE HIGH DI |
| TIMOTHY PLAN | 85043 | 3865209 | US LRGMD CP CORE |
| FIRST TR EXCHANGE-TRADED FD | 107910 | 3814705 | GROWTH STRENGTH |
| ISHARES TR | 48646 | 3210635 | CORE S&P MCP ETF |
| AMAZON COM INC | 13509 | 3118034 | COM |
| TIMOTHY PLAN | 85302 | 2958283 | INTL ETF |
| FRANKLIN TEMPLETON ETF TR | 91229 | 2558061 | INCOME FOCUS ETF |
| MICROSOFT CORP | 5121 | 2476642 | COM |
| SPDR SERIES TRUST | 92051 | 2300223 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 6427 | 2071056 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 25830 | 2052103 | DEV MRK EX US |
| SOUTHERN CO | 22053 | 1923048 | COM |
| SELECT SECTOR SPDR TR | 13263 | 1909481 | STATE STREET TEC |
| ISHARES TR | 5542 | 1900740 | S&P 100 ETF |
| FIDELITY COVINGTON TRUST | 26041 | 1881983 | VLU FACTOR ETF |
| ISHARES TR | 24484 | 1737874 | CORE MSCI EURO |
| ISHARES INC | 25749 | 1730848 | CORE MSCI EMKT |
| ISHARES TR | 21451 | 1729594 | IBOXX HI YD ETF |
| ISHARES TR | 23480 | 1718971 | CORE MSCI PAC |
| STRYKER CORPORATION | 4881 | 1715525 | COM |
| ISHARES TR | 10687 | 1685340 | MICRO-CAP ETF |
| DIMENSIONAL ETF TRUST | 24064 | 1676539 | US SMALL CAP ETF |
| VISA INC | 4657 | 1633184 | COM CL A |
| ELI LILLY & CO | 1510 | 1622788 | COM |
| NVIDIA CORPORATION | 8426 | 1571433 | COM |
| FIRST TR EXCHANGE TRADED FD | 63601 | 1502262 | BUYWRIT INCM ETF |
| SPDR S&P 500 ETF TR | 2030 | 1384298 | TR UNIT |
| SELECT SECTOR SPDR TR | 11383 | 1340038 | STATE STREET COM |
| ISHARES TR | 14721 | 1316984 | CORE MSCI EAFE |
| FIRST TR EXCHNG TRADED FD VI | 32533 | 1284426 | FT VEST U.S |
| COSTCO WHSL CORP NEW | 1472 | 1269029 | COM |
| GENERAL DYNAMICS CORP | 3566 | 1200601 | COM |
| CITIGROUP INC | 10191 | 1189188 | COM NEW |
| WALMART INC | 10439 | 1162957 | COM |
| NORTHERN LTS FD TR IV | 30066 | 1159961 | INSPIRE SML/ MID |
| CONOCOPHILLIPS | 12202 | 1142255 | COM |
| FIRST TR EXCHNG TRADED FD VI | 27671 | 1105169 | FT VEST U.S EQT |
| FIDELITY COVINGTON TRUST | 18949 | 1074219 | HIGH DIVID ETF |
| VERIZON COMMUNICATIONS INC | 25369 | 1033272 | COM |
| ARISTA NETWORKS INC | 7550 | 989275 | COM SHS |
| FIRST TR EXCHNG TRADED FD VI | 28072 | 961747 | FT VEST LADDERED |
| APPLIED MATLS INC | 3736 | 960115 | COM |
| CASS INFORMATION SYS INC | 22827 | 947777 | COM |
| FIRST TR EXCH TRADED FD III | 17988 | 919816 | MANAGD MUN ETF |
| MARATHON PETE CORP | 5592 | 909367 | COM |
| CISCO SYS INC | 11774 | 906957 | COM |
| INTERNATIONAL BUSINESS MACHS | 3027 | 896628 | COM |
| FIRST TR EXCHNG TRADED FD VI | 26614 | 869099 | FT VEST US EQUIT |
| TAIWAN SEMICONDUCTOR MFG LTD | 2829 | 859681 | SPONSORED ADS |
| ISHARES TR | 7071 | 849796 | CORE S&P SCP ETF |
| ISHARES U S ETF TR | 16591 | 847802 | SHORT DURATION B |
| SHARKNINJA INC | 7339 | 821256 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 15349 | 776531 | ULTRA SHRT ETF |
| HCA HEALTHCARE INC | 1661 | 775454 | COM |
| APPFOLIO INC | 3313 | 770769 | COM CL A |
| ALPHABET INC | 2407 | 753516 | CAP STK CL A |
| PHILLIPS 66 | 5571 | 718882 | COM |
| EXXON MOBIL CORP | 5911 | 711292 | COM |
| JACKSON FINANCIAL INC | 6566 | 700264 | COM CL A |
| GLOBAL X FDS | 11365 | 687923 | GLB X MLP ENRG I |
| PHOTRONICS INC | 21205 | 678560 | COM |
| LAM RESEARCH CORP | 3768 | 645006 | COM NEW |
| PROGRESSIVE CORP | 2784 | 633975 | COM |
| FREEPORT-MCMORAN INC | 12251 | 622204 | CL B |
| ENSIGN GROUP INC | 3488 | 607610 | COM |
| OMNICOM GROUP INC | 7462 | 602557 | COM |
| SPOTIFY TECHNOLOGY S A | 981 | 569787 | SHS |
| J P MORGAN EXCHANGE TRADED F | 9910 | 567248 | EQUITY PREMIUM |
| AGILYSYS INC | 4754 | 564965 | COM |
| DOVER CORP | 2873 | 560942 | COM |
| FIRST TR EXCH TRADED FD III | 29526 | 537964 | PFD SECS INC ETF |
| PROCTER AND GAMBLE CO | 3679 | 527213 | COM |
| EATON CORP PLC | 1624 | 517260 | SHS |
| THE TRADE DESK INC | 13581 | 515535 | COM CL A |
| UNITED RENTALS INC | 635 | 514153 | COM |
| COLUMBIA SELIGM PREM TECH GR | 13890 | 511013 | COM |
| INVESCO QQQ TR | 824 | 506191 | UNIT SER 1 |
| DICKS SPORTING GOODS INC | 2545 | 503834 | COM |
| PERDOCEO ED CORP | 17079 | 500927 | COM |
| ISHARES SILVER TR | 7571 | 487724 | ISHARES |
| INTUIT | 736 | 487541 | COM |
| ALPHABET INC | 1483 | 465309 | CAP STK CL C |
| GENTEX CORP | 19782 | 460333 | COM |
| VANGUARD INDEX FDS | 912 | 444928 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 876 | 440321 | CL B NEW |
| PARSONS CORP DEL | 6992 | 432106 | COM |
| ISHARES TR | 3049 | 424863 | ESG OPTIMIZED |
| PARKER-HANNIFIN CORP | 469 | 412232 | COM |
| PAYMENTUS HOLDINGS INC | 13047 | 412155 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 2579 | 403949 | AEROSPACE DEFN |
| GOLDMAN SACHS ETF TR | 2861 | 378684 | ACTIVEBETA US LG |
| EMERSON ELEC CO | 2833 | 375996 | COM |
| FIRST TR EXCHNG TRADED FD VI | 11799 | 375280 | FT VEST US EQUTY |
| HOME DEPOT INC | 1048 | 360617 | COM |
| FIFTH THIRD BANCORP | 7550 | 353416 | COM |
| ISHARES TR | 3567 | 343395 | RUS MID CAP ETF |
| SPDR INDEX SHS FDS | 7644 | 339470 | PORTFOLIO DEVLPD |
| JOHNSON & JOHNSON | 1626 | 336553 | COM |
| TESLA INC | 746 | 335308 | COM |
| INVESCO EXCHANGE TRADED FD T | 4399 | 330145 | S&P500 QUALITY |
| BLACKROCK ENHANCED LARGE CAP | 13384 | 312784 | COM |
| J P MORGAN EXCHANGE TRADED F | 3192 | 296218 | ACTIVE GROWTH |
| FIRST TR EXCHANGE-TRADED FD | 3185 | 294649 | CAP STRENGTH ETF |
| ABBVIE INC | 1240 | 283328 | COM |
| ISHARES TR | 2948 | 277584 | MSCI USA MIN VOL |
| D-WAVE QUANTUM INC | 10209 | 266965 | COM |
| ISHARES TR | 5422 | 264323 | CORE 1 5 YR USD |
| VANGUARD INDEX FDS | 417 | 261513 | S&P 500 ETF SHS |
| FIRST TR EXCHNG TRADED FD VI | 8352 | 253913 | FT VEST U.S. EQU |
| CHEVRON CORP NEW | 1648 | 251172 | COM |
| S&P GLOBAL INC | 461 | 240914 | COM |
| INVESCO EXCH TRADED FD TR II | 3323 | 237329 | S&P500 LOW VOL |
| CROWDSTRIKE HLDGS INC | 502 | 235318 | CL A |
| BLACKSTONE INC | 1512 | 233060 | COM |
| FIRST TR EXCHANGE TRADED FD | 1337 | 224990 | TECH ALPHADEX |
| MCCORMICK & CO INC | 3246 | 221085 | COM NON VTG |
| FISERV INC | 3280 | 220318 | COM |
| NORFOLK SOUTHN CORP | 755 | 217984 | COM |
| CATERPILLAR INC | 380 | 217691 | COM |
| INVESCO EXCH TRADED FD TR II | 3421 | 213360 | S&P MIDCP LOW |
| WINTRUST FINL CORP | 1523 | 212946 | COM |
| VANGUARD WORLD FD | 538 | 211929 | CONSUM DIS ETF |
| ISHARES TR | 4155 | 210659 | 0-5YR INVT GR CP |
| FIRST TR EXCHANGE-TRADED FD | 5023 | 210263 | FIRST TR TA HIYL |
| FIRST TR EXCH TRADED FD III | 10053 | 201512 | SHRT DUR MNG MUN |
| BROADCOM INC | 578 | 200046 | COM |
| GAMCO GLOBAL GOLD NAT RES & | 35991 | 185714 | COM SH BEN INT |
| GUGGENHEIM STRATEGIC OPPORTU | 12682 | 163344 | COM SBI |
| EATON VANCE TAX-MANAGED GLOB | 15490 | 142818 | COM |
| LIBERTY ALL-STAR GROWTH FD I | 23270 | 123331 | COM |
| VOYA GLBL EQTY DIV & PREM OP | 11658 | 66684 | COM |
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