LVZ, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1574408
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$984.3M
Holdings
177
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LVZ, Inc. disclosed 177 positions worth $984.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 6. The portfolio is most concentrated in Other (93.0% of disclosed assets). All figures are sourced directly from LVZ, Inc.’s Form 13F-HR filing with the SEC under CIK 1574408.
AI Fund Analysis
DiversifyingISHARES TR - S&P 500 GRWT
14.5% weight
Held 10 quarters
ISHARES TR - S&P 500 VAL E
13.3% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
12.2% weight
Held 10 quarters
FIRST TR EXCHANGE TRADED F
11.8% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
7.5% weight
Held 6 quarters
FIRST TR EXCHNG TRADED FD
6 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - S&P 500 GRWT ETF
—Quality
$142.6M1,036,902 shISHARES TR - S&P 500 VAL ETF
—Quality
$130.8M575,983 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$120.4M2,918,971 shFIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
—Quality
$116.7M2,704,072 shJ P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
—Quality
$73.4M1,015,715 shFIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT
—Quality
$67.6M3,242,759 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$51.6M964,908 shISHARES TR - CORE US AGGBD ET
—Quality
$35.6M359,346 shDIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$29.2M700,148 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$10.1M123,390 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - S&P 500 GRWT ETF | — | $142.6M | 1,036,902 |
| ISHARES TR - S&P 500 VAL ETF | — | $130.8M | 575,983 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $120.4M | 2,918,971 |
| FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $116.7M | 2,704,072 |
| J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $73.4M | 1,015,715 |
| FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $67.6M | 3,242,759 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $51.6M | 964,908 |
| ISHARES TR - CORE US AGGBD ET | — | $35.6M | 359,346 |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $29.2M | 700,148 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $10.1M | 123,390 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LVZ, Inc.'s 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$915.2M
Technology
$25.0M
Industrials
$9.6M
Financials
$9.2M
Consumer Discretionary
$7.8M
Healthcare
$5.9M
Energy
$4.0M
Communication Services
$2.8M
Top Holdings — LVZ, Inc. (Q2 2026)
Top 150 of 177 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - S&P 500 GRWT ETF | $142.6M | 14.5% | -1% | — |
| 2 | — | ISHARES TR - S&P 500 VAL ETF | $130.8M | 13.3% | +1% | — |
| 3 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $120.4M | 12.2% | +1% | — |
| 4 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $116.7M | 11.8% | +1% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $73.4M | 7.5% | -0% | — |
| 6 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $67.6M | 6.9% | +0% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $51.6M | 5.2% | -0% | — |
| 8 | — | ISHARES TR - CORE US AGGBD ET | $35.6M | 3.6% | +3% | — |
| 9 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $29.2M | 3.0% | +2% | — |
| 10 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $10.1M | 1.0% | +5% | — |
| 11 | — | ISHARES TR - CORE S&P TTL STK | $8.7M | 0.9% | +4% | — |
| 12 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $8.0M | 0.8% | +8% | — |
| 13 | — | DIMENSIONAL ETF TRUST - DIMENSIONAL US | $7.3M | 0.8% | +6% | — |
| 14 |  $AAPL | Apple Inc. | $6.8M | 0.7% | -4% | 76.4 |
| 15 | — | ISHARES TR - CORE S&P500 ETF | $6.7M | 0.7% | +23% | — |
| 16 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $6.3M | 0.6% | -0% | — |
| 17 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $5.7M | 0.6% | -3% | — |
| 18 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $5.1M | 0.5% | -4% | — |
| 19 | — | STRATEGY SHS - EVEN HIGH DI ETF | $5.0M | 0.5% | -0% | — |
| 20 | — | TIMOTHY PLAN - INTL ETF | $4.8M | 0.5% | -0% | — |
| 21 | — | NORTHERN LTS FD TR IV - INSPIRE CORP BD | $4.7M | 0.5% | +1% | — |
| 22 | — | ISHARES TR - CORE S&P MCP ETF | $4.5M | 0.5% | +41% | — |
| 23 | — | TIMOTHY PLAN - US LRGMD CP CORE | $4.4M | 0.4% | +0% | — |
| 24 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | $3.9M | 0.4% | -3% | — |
| 25 |  $AMZN | AMAZON COM INC | $3.4M | 0.3% | +4% | 68.7 |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $3.0M | 0.3% | -3% | — |
| 27 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.9M | 0.3% | +5% | — |
| 28 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | $2.8M | 0.3% | +2% | — |
| 29 |  $MSFT | MICROSOFT CORP | $2.4M | 0.2% | +10% | 79.8 |
| 30 | — | ISHARES TR - CORE S&P SCP ETF | $2.3M | 0.2% | +156% | — |
| 31 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $2.3M | 0.2% | +13% | — |
| 32 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 0.2% | -16% | 72.3 |
| 33 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.3M | 0.2% | +6% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.2% | +3% | 70.7 |
| 35 |  $SO | SOUTHERN CO | $2.2M | 0.2% | +2% | 62 |
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $2.1M | 0.2% | +45% | — |
| 37 | — | ISHARES TR - CORE MSCI EAFE | $1.9M | 0.2% | -3% | — |
| 38 |  $SYK | STRYKER CORP | $1.8M | 0.2% | +18% | 72.1 |
| 39 |  $V | VISA INC. | $1.8M | 0.2% | +14% | 82.9 |
| 40 |  $NVDA | NVIDIA CORP | $1.8M | 0.2% | +1% | 85.9 |
| 41 |  $LLY | ELI LILLY & Co | $1.7M | 0.2% | -6% | 87.5 |
| 42 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $1.6M | 0.2% | +4% | — |
| 43 | — | ISHARES TR - MICRO-CAP ETF | $1.5M | 0.2% | NEW | — |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.1% | -2% | — |
| 45 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.1% | -11% | 79.4 |
| 46 | — | ISHARES INC - CORE MSCI EMKT | $1.5M | 0.1% | NEW | — |
| 47 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.1% | +3% | 66.2 |
| 48 | — | ISHARES TR - CORE MSCI PAC | $1.5M | 0.1% | -15% | — |
| 49 | — | NORTHERN LTS FD TR IV - INSPIRE SML/ MID | $1.4M | 0.1% | -1% | — |
| 50 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.1% | +2% | — |
| 51 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.4M | 0.1% | +7% | — |
| 52 |  $ANET | Arista Networks, Inc. | $1.4M | 0.1% | +1% | 81.9 |
| 53 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | $1.4M | 0.1% | NEW | — |
| 54 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.4M | 0.1% | -5% | — |
| 55 |  $GD | GENERAL DYNAMICS CORP | $1.3M | 0.1% | +4% | 68.7 |
| 56 | — | ISHARES TR - CORE MSCI EURO | $1.3M | 0.1% | NEW | — |
| 57 | — | FIDELITY COVINGTON TRUST - QLTY FCTOR ETF | $1.3M | 0.1% | NEW | — |
| 58 | — | ISHARES TR - IBOXX HI YD ETF | $1.3M | 0.1% | NEW | — |
| 59 |  $C | CITIGROUP INC | $1.3M | 0.1% | -11% | 65 |
| 60 |  $MPC | Marathon Petroleum Corp | $1.3M | 0.1% | -13% | 61 |
| 61 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.3M | 0.1% | +9% | — |
| 62 |  $WMT | Walmart Inc. | $1.2M | 0.1% | +2% | 60.2 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | -11% | 70.3 |
| 64 |  $CASS | CASS INFORMATION SYSTEMS INC | $1.2M | 0.1% | +0% | 50.2 |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.1% | +6% | 65.8 |
| 66 |  $SN | SharkNinja, Inc. | $1.1M | 0.1% | -4% | 66.8 |
| 67 |  $COP | CONOCOPHILLIPS | $1.0M | 0.1% | -1% | 70.2 |
| 68 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $997,508 | 0.1% | +12% | — |
| 69 |  $APPF | APPFOLIO INC | $993,048 | 0.1% | +76% | 71.6 |
| 70 | — | GLOBAL X FDS - GLB X MLP ENRG I | $928,042 | 0.1% | +7% | — |
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $902,733 | 0.1% | +0% | — |
| 72 |  $RHP | Ryman Hospitality Properties, Inc. | $895,561 | 0.1% | -8% | 65.1 |
| 73 |  $PGR | PROGRESSIVE CORP/OH/ | $883,381 | 0.1% | +38% | 80.1 |
| 74 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $883,208 | 0.1% | -5% | — |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $877,094 | 0.1% | +4% | 70 |
| 76 |  $GOOG | Alphabet Inc. | $875,339 | 0.1% | +3% | 78.2 |
| 77 |  $PLAB | PHOTRONICS INC | $865,233 | 0.1% | +21% | 56.5 |
| 78 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $821,810 | 0.1% | -2% | — |
| 79 |  $HCA | HCA Healthcare, Inc. | $813,388 | 0.1% | +22% | 68.9 |
| 80 |  $SPOT | Spotify Technology S.A. | $812,784 | 0.1% | +68% | — |
| 81 |  $OMC | OMNICOM GROUP INC. | $794,706 | 0.1% | +23% | 59.1 |
| 82 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $786,268 | 0.1% | +1% | — |
| 83 |  $XOM.R34088 | EXXON MOBIL CORP | $785,986 | 0.1% | -3% | 57.9 |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $755,542 | 0.1% | +0% | — |
| 85 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $743,903 | 0.1% | +0% | — |
| 86 |  $ETN | Eaton Corp plc | $715,166 | 0.1% | +2% | — |
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $706,018 | 0.1% | +0% | — |
| 88 |  $JXN | Jackson Financial Inc. | $693,157 | 0.1% | +1% | 60.4 |
| 89 |  $URI | UNITED RENTALS, INC. | $688,372 | 0.1% | -9% | 63.9 |
| 90 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B | $685,414 | 0.1% | +34% | — |
| 91 |  $ENSG | ENSIGN GROUP, INC | $683,523 | 0.1% | +19% | 67.9 |
| 92 |  $DOV | DOVER Corp | $668,225 | 0.1% | +0% | 58.1 |
| 93 |  $DKS | DICK'S SPORTING GOODS, INC. | $663,933 | 0.1% | +10% | 63 |
| 94 |  $PRDO | PERDOCEO EDUCATION Corp | $661,807 | 0.1% | +17% | 63.6 |
| 95 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $657,879 | 0.1% | +11% | — |
| 96 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $626,497 | 0.1% | +11% | — |
| 97 |  $INTU | INTUIT INC. | $620,542 | 0.1% | +200% | 79.3 |
| 98 |  $FCX | FREEPORT-MCMORAN INC | $615,937 | 0.1% | -23% | 62 |
| 99 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $609,792 | 0.1% | +14% | — |
| 100 |  $PSN | PARSONS CORP | $607,829 | 0.1% | +56% | 54.6 |
| 101 |  $STK | Columbia Seligman Premium Technology Growth Fund, Inc. | $598,765 | 0.1% | -20% | — |
| 102 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $591,329 | 0.1% | +0% | — |
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $581,463 | 0.1% | +0% | — |
| 104 |  $GOOGL | Alphabet Inc. | $569,437 | 0.1% | +9% | 78.2 |
| 105 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $551,880 | 0.1% | +158% | — |
| 106 |  $PSX | Phillips 66 | $549,326 | 0.1% | -1% | 57.8 |
| 107 |  $PAY | Paymentus Holdings, Inc. | $526,978 | 0.1% | +59% | 69.6 |
| 108 |  $PG | PROCTER & GAMBLE Co | $518,018 | 0.1% | +0% | 64.6 |
| 109 | — | FIRST TR EXCHNG TRADED FD VI - FT VE U.S. EQ BU | $510,360 | 0.1% | +0% | — |
| 110 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $509,544 | 0.1% | +0% | — |
| 111 |  $GNTX | GENTEX CORP | $490,927 | 0.1% | +1% | 64.7 |
| 112 | — | SPDR SERIES TRUST - ST INTER BD ETF | $473,861 | 0.1% | +11% | — |
| 113 |  $PH | Parker-Hannifin Corp | $466,622 | 0.1% | +1% | 65.8 |
| 114 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY | $463,469 | 0.1% | +20% | — |
| 115 |  $AMD | ADVANCED MICRO DEVICES INC | $457,629 | 0.1% | NEW | 79.8 |
| 116 |  $IVZ | Invesco Ltd. | $455,580 | 0.1% | +0% | — |
| 117 | — | VANGUARD INDEX FDS - GROWTH ETF | $454,302 | 0.1% | +501% | — |
| 118 |  $BRK.B | BERKSHIRE HATHAWAY INC | $447,884 | 0.1% | +0% | 73.8 |
| 119 |  $FITB | FIFTH THIRD BANCORP | $443,350 | 0.1% | -7% | 63.2 |
| 120 |  $SLV | iShares Silver Trust | $426,316 | 0.0% | +0% | — |
| 121 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $420,855 | 0.0% | +0% | — |
| 122 |  $EMR | EMERSON ELECTRIC CO | $407,186 | 0.0% | +0% | 65.3 |
| 123 |  $CAT | CATERPILLAR INC | $393,246 | 0.0% | +9% | 66.5 |
| 124 |  $CRWD | CrowdStrike Holdings, Inc. | $392,338 | 0.0% | NEW | 67.7 |
| 125 |  $JNJ | JOHNSON & JOHNSON | $391,130 | 0.0% | +4% | 69 |
| 126 |  $HD | HOME DEPOT, INC. | $381,952 | 0.0% | -1% | 60.3 |
| 127 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $377,997 | 0.0% | NEW | — |
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT E | $370,723 | 0.0% | +0% | — |
| 129 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $355,517 | 0.0% | +0% | — |
| 130 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $348,598 | 0.0% | +53% | — |
| 131 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $329,935 | 0.0% | NEW | — |
| 132 |  $TSLA | Tesla, Inc. | $327,409 | 0.0% | +4% | 53.9 |
| 133 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $320,955 | 0.0% | -13% | — |
| 134 | — | ISHARES TR - ESG OPTIMIZED | $319,092 | 0.0% | +0% | — |
| 135 | $IVZ | Invesco Ltd. | $309,133 | 0.0% | +0% | — |
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $299,644 | 0.0% | +0% | — |
| 137 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $298,760 | 0.0% | -0% | — |
| 138 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY | $296,933 | 0.0% | NEW | — |
| 139 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $296,518 | 0.0% | +0% | — |
| 140 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $292,813 | 0.0% | +1% | — |
| 141 |  $ABBV | AbbVie Inc. | $289,728 | 0.0% | +2% | 72.6 |
| 142 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE | $289,036 | 0.0% | NEW | — |
| 143 |  $CVX | CHEVRON CORP | $280,401 | 0.0% | +0% | 62.8 |
| 144 | — | ISHARES TR - RUS MID CAP ETF | $279,772 | 0.0% | +1% | — |
| 145 |  $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $271,332 | 0.0% | -26% | — |
| 146 | — | ISHARES TR - MSCI USA MIN ETF | $270,281 | 0.0% | -5% | — |
| 147 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $253,069 | 0.0% | +0% | — |
| 148 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $251,831 | 0.0% | +0% | — |
| 149 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | $251,652 | 0.0% | NEW | — |
| 150 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $246,920 | 0.0% | NEW | — |
New Positions (23)
ISHARES TR - MICRO-CAP ETF$1.5M
ISHARES INC - CORE MSCI EMKT$1.5M
FIDELITY COVINGTON TRUST - VLU FACTOR ETF$1.4M
ISHARES TR - CORE MSCI EURO$1.3M
FIDELITY COVINGTON TRUST - QLTY FCTOR ETF$1.3M
ISHARES TR - IBOXX HI YD ETF$1.3M
$AMD ADVANCED MICRO DEVICES INC$457,629$CRWD CrowdStrike Holdings, Inc.$392,338 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$377,997
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$329,935
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY$296,933
FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE$289,036
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M$251,652
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$246,920
$AVGO Broadcom Inc.$231,735
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