What does LVZ, Inc. hold?

LVZ, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1574408.

What is LVZ, Inc.'s AUM?

LVZ, Inc. reported approximately $975.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source LVZ, Inc.'s holdings?

All LVZ, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1574408. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is LVZ, Inc.'s 13F data updated on 13F Pro?

LVZ, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

LVZ, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1574408

Institutional-grade research for retail investors

Sector Allocation

Other92.7%$903.4M
Technology2.9%$28.5M
Financials1.0%$9.3M
Industrials0.8%$7.3M
Healthcare0.6%$5.9M
Consumer Discretionary0.6%$5.6M
Energy0.5%$4.8M
Consumer Staples0.3%$3.2M
Communication Services0.3%$3.1M
Utilities0.2%$2.0M

AUM History

13fpro.ai/research/fund/lvz-inc-1574408

Conviction and streaks

Stable · top 10 = 79.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold14.9% weight · held 11 quarters

$Conviction hold13.5% weight · held 11 quarters

$Conviction hold12.5% weight · held 11 quarters

$Conviction hold11.3% weight · held 11 quarters

$Conviction hold7.6% weight · held 7 quarters

$Accumulating+103% shares · 7 quarters running

$Accumulating+2% shares · 2 quarters running

$Accumulating+0% shares · 2 quarters running

$Accumulating+6% shares · 2 quarters running

$Trimming-50% shares · 3 quarters running

$Trimming-49% shares · 3 quarters running

$Trimming-64% shares · 3 quarters running

$Trimming-38% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$145.7M
ISHARES
$131.2M
DIMENSIONAL
$121.8M
FIRST
$110.1M
J
$74.1M
FIRST
$64.2M
J
$49.3M
ISHARES
$35.1M
DFA
$29.7M
DIMENSIONAL
$11.0M
DIMENSIONAL
$9.1M
ISHARES
$9.1M
AAPL
$7.9M
DFA
$7.8M
ISHARES
$6.4M
NORTHERN
$5.8M
FIRST
$5.7M
FIRST
$4.9M
TIMOTHY
$4.8M
STRATEGY
$4.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lvz-inc-1574408

LVZ, Inc. 13F holdings — Q3 2026

$975.0M portfolio (-0.9% QoQ) · 167 holdings · Q3 2026 13F · top 10 are 79% of the stock portfolio

1
ISHARES TR - S&P 500 GRWT ETF
$145.7M
14.9% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - S&P 500 VAL ETF
$131.2M
13.5% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$121.8M
12.5% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
4
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$110.1M
11.3% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
$74.1M
7.6% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT
$64.2M
6.6% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$49.3M
5.1% of stocks
-0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - CORE US AGGBD ET
$35.1M
3.6% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI
$29.7M
3.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
10
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$11.0M
1.1% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - S&P 500 GRWT ETF	$145.7M	14.9%	-1%	—	—	—	—
2	ISHARES TR - S&P 500 VAL ETF	$131.2M	13.5%	-0.2%	—	—	—	—
3	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$121.8M	12.5%	+0.7%	—	—	—	—
4	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$110.1M	11.3%	+0.4%	—	—	—	—
5	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	$74.1M	7.6%	-1%	—	—	—	—
6	FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT	$64.2M	6.6%	+0.3%	—	—	—	—
7	J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF	$49.3M	5.1%	-0.0%	—	—	—	—
8	ISHARES TR - CORE US AGGBD ET	$35.1M	3.6%	+3%	—	—	—	—
9	DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI	$29.7M	3.0%	New	—	New this quarter	—	—
10	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$11.0M	1.1%	+7%	—	—	—	—

All holdings — LVZ, Inc. (Q3 2026)

Sort

167 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund	—	$9.1M	0.9%	227K	+19%	—	—	13F
12	—	ISHARES TR - CORE S&P TTL STKetf/fund	—	$9.1M	0.9%	55K	+4%	—	—	13F
13	$AAPL	Apple Inc.	Technology	$7.9M	0.8%	24K	+0.9%	3+ qtrs	75.7	13F
14	—	DFA INVT DIMENSIONS GROUP IN - U.S. VECTOR EQT	—	$7.8M	0.8%	117K	New	—	—	13F
15	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$6.4M	0.7%	8,310	-7%	—	—	13F
16	—	NORTHERN LTS FD TR IV - INSPIRE 100 ETFetf/fund	—	$5.8M	0.6%	108K	-0.2%	—	—	13F
17	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$5.7M	0.6%	73K	+3%	—	—	13F
18	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$4.9M	0.5%	27K	+4%	—	—	13F
19	—	TIMOTHY PLAN - INTL ETFetf/fund	—	$4.8M	0.5%	131K	+0.6%	—	—	13F
20	—	STRATEGY SHS - EVEN HIGH DI ETFetf/fund	—	$4.6M	0.5%	153K	+0.1%	—	—	13F
21	—	NORTHERN LTS FD TR IV - INSPIRE CORP BD	—	$4.6M	0.5%	198K	+0.2%	—	—	13F
22	—	TIMOTHY PLAN - US LRGMD CP CORE	—	$4.2M	0.4%	87K	+0.6%	—	—	13F
23	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$4.1M	0.4%	44K	+5%	—	—	13F
24	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.6M	0.4%	14K	+2%	3+ qtrsAdded 2 qtrs in a row	67.5	13F
25	$MSFT	MICROSOFT CORP	Technology	$3.4M	0.3%	6,590	+4%	3+ qtrsAdded 2 qtrs in a row	79.8	13F
26	—	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	—	$3.2M	0.3%	85K	+5%
27	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$3.1M	0.3%	16K	+3%
28	—	ISHARES TR - CORE S&P MCP ETF	—	$2.8M	0.3%	40K	-33%
29	—	FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF	—	$2.8M	0.3%	100K	+4%
30	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	—	$2.3M	0.2%	30K	+7%
31	$JPM	JPMORGAN CHASE & CO	Financials	$2.3M	0.2%	6,911	+3%
32	—	SPDR SERIES TRUST - ST PORT HIGH ETF	—	$2.2M	0.2%	99K	+2%
33	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$2.1M	0.2%	57K	+0.5%
34	$NVDA	NVIDIA CORP	Technology	$2.1M	0.2%	9,241	+5%
35	$SO	SOUTHERN CO	Utilities	$2.0M	0.2%	24K	+5%
36	$V	VISA INC.	Financials	$2.0M	0.2%	5,496	+4%
37	—	ISHARES TR - CORE MSCI EAFE	—	$1.8M	0.2%	18K	-6%
38	$LLY	ELI LILLY & Co	Healthcare	$1.7M	0.2%	1,507	+5%
39	$ANET	Arista Networks, Inc.	Technology	$1.7M	0.2%	8,428	+5%
40	$SYK	STRYKER CORP	Healthcare	$1.7M	0.2%	6,062	+4%
41	$LRCX	LAM RESEARCH CORP	Technology	$1.6M	0.2%	5,012	+47%
42	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.6M	0.2%	3,142	-0.1%
43	—	FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF	—	$1.6M	0.2%	67K	+0.1%
44	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$1.5M	0.2%	14K	+6%
45	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.5M	0.2%	1,701	+9%
46	$SPY	SPDR S&P 500 ETF TRUST	—	$1.5M	0.1%	1,943	-2%
47	$MPC	Marathon Petroleum Corp	Energy	$1.5M	0.1%	3,725	-26%
48	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.4M	0.1%	3,151	+7%
49	$SN	SharkNinja, Inc.	Technology	$1.4M	0.1%	7,754	+5%
50	—	ISHARES INC - CORE MSCI EMKT	—	$1.4M	0.1%	17K	-6%
51	—	FIDELITY COVINGTON TRUST - VLU FACTOR ETF	—	$1.4M	0.1%	17K	-4%
52	—	ISHARES TR - CORE MSCI PAC	—	$1.3M	0.1%	16K	-11%
53	$GD	GENERAL DYNAMICS CORP	Industrials	$1.3M	0.1%	4,036	+7%
54	$APPF	APPFOLIO INC	Technology	$1.3M	0.1%	6,573	+6%
55	—	ISHARES TR - S&P 100 ETF	—	$1.3M	0.1%	3,444	New
56	—	NORTHERN LTS FD TR IV - INSPIRE SML/ MID	—	$1.3M	0.1%	28K	-1%
57	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$1.3M	0.1%	9,701	+5%
58	$C	CITIGROUP INC	Financials	$1.3M	0.1%	10K	+8%
59	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.3M	0.1%	28K	+3%
60	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.3M	0.1%	30K	+69%
61	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$1.3M	0.1%	21K	-1%
62	$COP	CONOCOPHILLIPS	Energy	$1.2M	0.1%	9,741	-3%
63	$CASS	CASS INFORMATION SYSTEMS INC	Industrials	$1.2M	0.1%	23K	—
64	$WMT	Walmart Inc.	Consumer Staples	$1.2M	0.1%	11K	+5%
65	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.2M	0.1%	11K	+5%
66	$HCA	HCA Healthcare, Inc.	Healthcare	$962K	0.1%	2,254	+8%
67	$XOM.R34088	EXXON MOBIL CORP	Energy	$941K	0.1%	5,781	+0.6%
68	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$926K	0.1%	18K	—
69	$JXN	Jackson Financial Inc.	Financials	$926K	0.1%	7,157	+6%
70	$SPOT	Spotify Technology S.A.	Communication Services	$920K	0.1%	1,887	+7%
71	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	—	$904K	0.1%	26K	-11%
72	$PGR	PROGRESSIVE CORP/OH/	Financials	$894K	0.1%	4,313	+7%
73	—	FIRST TR EXCH TRADED FD III - MANAGD MUN ETF	—	$893K	0.1%	19K	+9%
74	$RHP	Ryman Hospitality Properties, Inc.	Real Estate	$876K	0.1%	7,329	+5%
75	$OMC	OMNICOM GROUP INC.	Communication Services	$859K	0.1%	12K	+7%
76	—	GLOBAL X FDS - GLB X MLP ENRG I	—	$858K	0.1%	12K	-2%
77	$GOOGL	Alphabet Inc.	Technology	$857K	0.1%	2,491	+2%
78	—	ISHARES TR - CORE S&P SCP ETF	—	$808K	0.1%	5,941	-62%
79	—	ISHARES U S ETF TR - SHOR DURA BD ETF	—	$788K	0.1%	16K	-3%
80	$PSX	Phillips 66	Energy	$788K	0.1%	3,086	-5%
81	$ENSG	ENSIGN GROUP, INC	Healthcare	$782K	0.1%	4,548	+7%
82	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$776K	0.1%	12K	—
83	$DKS	DICK'S SPORTING GOODS, INC.	Consumer Discretionary	$756K	0.1%	5,632	+92%
84	$FCX	FREEPORT-MCMORAN INC	Materials	$754K	0.1%	11K	+10%
85	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$723K	0.1%	16K	—
86	$ETN	Eaton Corp plc	Industrials	$706K	0.1%	1,642	-2%
87	$INTU	INTUIT INC.	Technology	$699K	0.1%	2,534	+7%
88	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B	—	$697K	0.1%	22K	+2%
89	$PAY	Paymentus Holdings, Inc.	Industrials	$692K	0.1%	23K	+4%
90	$PRDO	PERDOCEO EDUCATION Corp	Consumer Discretionary	$687K	0.1%	22K	+7%
91	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$673K	0.1%	3,062	-2%
92	$URI	UNITED RENTALS, INC.	Industrials	$663K	0.1%	663	+9%
93	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$657K	0.1%	12K	+0.4%
94	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$626K	0.1%	15K	—
95	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$610K	0.1%	12K	-22%
96	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$609K	0.1%	36K	+2%
97	$DOV	DOVER Corp	Industrials	$604K	0.1%	3,226	+8%
98	$STK	Columbia Seligman Premium Technology Growth Fund, Inc.	Other	$598K	0.1%	11K	—
99	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$596K	0.1%	15K	—
100	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$594K	0.1%	803	—
101	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$564K	0.1%	14K	—
102	$GOOG	Alphabet Inc.	Technology	$545K	0.1%	1,600	-0.7%
103	$CRWD	CrowdStrike Holdings, Inc.	Technology	$544K	0.1%	2,056	+300%
104	$PSN	PARSONS CORP	Technology	$534K	0.1%	13K	+12%
105	$PG	PROCTER & GAMBLE Co	Consumer Staples	$525K	0.1%	3,614	+2%
106	—	FIRST TR EXCHNG TRADED FD VI - FT VE U.S. EQ BU	—	$508K	0.1%	17K	+0.2%
107	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$508K	0.1%	10K	—
108	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$482K	0.1%	5,346	+1%
109	$AMD	ADVANCED MICRO DEVICES INC	Technology	$481K	0.1%	787	-0.1%
110	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B	—	$478K	0.1%	15K	-29%
111	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY	—	$471K	0.1%	14K	—
112	—	SPDR SERIES TRUST - ST INTER BD ETF	—	$460K	0.1%	14K	+0.7%
113	$PH	Parker-Hannifin Corp	Industrials	$456K	0.1%	477	—
114	$EMR	EMERSON ELECTRIC CO	Industrials	$440K	0.1%	2,836	-0.3%
115	$SLV	iShares Silver Trust	Financials	$435K	0.0%	7,973	—
116	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$434K	0.0%	872	-3%
117	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$430K	0.0%	9,513	—
118	$GNTX	GENTEX CORP	Industrials	$427K	0.0%	20K	+1%
119	$JNJ	JOHNSON & JOHNSON	Healthcare	$408K	0.0%	1,542	+0.1%
120	$FITB	FIFTH THIRD BANCORP	Financials	$398K	0.0%	7,865	—
121	$IVZ	Invesco Ltd.	Financials	$395K	0.0%	2,554	-1.0%
122	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$385K	0.0%	8,022	—
123	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT E	—	$379K	0.0%	9,653	—
124	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$376K	0.0%	7,518	+25%
125	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$364K	0.0%	9,000	—
126	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$356K	0.0%	7,846	—
127	$CVX	CHEVRON CORP	Energy	$349K	0.0%	1,708	+0.9%
128	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$337K	0.0%	7,917	—
129	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$333K	0.0%	2,206	New
130	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$328K	0.0%	2,262	—
131	—	ISHARES TR - ESG OPTIMIZED	—	$322K	0.0%	2,068	—
132	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$308K	0.0%	5,123	—
133	$CAT	CATERPILLAR INC	Industrials	$306K	0.0%	377	+2%
134	$ABBV	AbbVie Inc.	Healthcare	$304K	0.0%	1,160	+0.8%
135	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY	—	$302K	0.0%	9,511	—
136	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$299K	0.0%	3,181	—
137	—	FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX	—	$298K	0.0%	1,348	—
138	$TSLA	Tesla, Inc.	Consumer Discretionary	$297K	0.0%	838	+8%
139	$HD	HOME DEPOT, INC.	Consumer Discretionary	$296K	0.0%	1,039	-4%
140	—	FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE	—	$294K	0.0%	8,573	—
141	$IVZ	Invesco Ltd.	Financials	$288K	0.0%	3,431	—
142	—	FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF	—	$283K	0.0%	6,308	+33%
143	—	ISHARES TR - MSCI USA MIN ETF	—	$273K	0.0%	2,802	—
144	—	ISHARES TR - RUS MID CAP ETF	—	$271K	0.0%	2,536	—
145	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$259K	0.0%	5,908	—
146	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$252K	0.0%	8,288	—
147	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$252K	0.0%	5,737	—
148	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$250K	0.0%	5,351	—
149	$CII	BlackRock Enhanced Large Cap Core Fund, Inc.	Other	$249K	0.0%	10K	—
150	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$247K	0.0%	6,095	—

What changed in Q3 2026

Against the previous quarter's 13F: 4 new, 80 added to, 35 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$29.7M
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. VECTOR EQT$7.8M
first bought this quarter
ISHARES TR - S&P 100 ETF$1.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$333K
first bought this quarter

Added to (80)

DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+19%
now $9.1M
ISHARES TR - CORE US AGGBD ET+3%
now $35.1M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK+0.7%
now $121.8M
DIMENSIONAL ETF TRUST - US EQUI MARK ETF+7%
now $11.0M
$LRCXLAM RESEARCH CORP+47%
now $1.6M · held 3+ qtrs
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT+69%
now $1.3M

+74 more in the Excel export

Trimmed (35)

ISHARES TR - S&P 500 GRWT ETF-1%
now $145.7M
ISHARES TR - CORE S&P MCP ETF-33%
now $2.8M
ISHARES TR - CORE S&P SCP ETF-62%
now $808K
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR-1%
now $74.1M
$MPCMarathon Petroleum Corp-26%
now $1.5M · held 3+ qtrs, 2 trims in a row
ISHARES TR - CORE S&P500 ETF-7%
now $6.4M

+29 more in the Excel export

Sold out (17)

DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $29.2M
DIMENSIONAL ETF TRUST - DIMENSIONAL USwas $7.3M
ISHARES TR - MICRO-CAP ETFwas $1.5M
ISHARES TR - CORE MSCI EUROwas $1.3M
FIDELITY COVINGTON TRUST - QLTY FCTOR ETFwas $1.3M
ISHARES TR - IBOXX HI YD ETFwas $1.3M

+11 more in the Excel export

Firm AUM (Form ADV): $1.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F LVZ, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LVZ's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-0.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

79%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LVZ, Inc. disclosed 167 positions worth $975.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 17. The portfolio is most concentrated in Other (92.7% of disclosed assets). All figures are sourced directly from LVZ, Inc.’s Form 13F-HR filing with the SEC under CIK 1574408.

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managers whose biggest positions overlap LVZ's

SHERMAN PORFOLIOS, LLC$1.28B 13F book · 5 shared top holdingsCVZSOCOP PINKERTON WEALTH, LLC$1.16B 13F book · 5 shared top holdingsCSOVZCOP DAVIDSON INVESTMENT ADVISORS$2.39B 13F book · 4 shared top holdingsCANETPGRETN EDGAR LOMAX CO/VA$1.34B 13F book · 3 shared top holdingsSOGDCOP Gleason Group, Inc.$1.13B 13F book · 4 shared top holdingsSOCURIETN Scissortail Wealth Management, LLC$519.64M 13F book · 5 shared top holdingsMPCVZCOPHCA

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AI-Powered Hedge Fund Analysis: LVZ, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For LVZ, Inc. (SEC CIK: 1574408), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LVZ, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.