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Disclosed positions
LVZ, Inc.: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVW
- Class
- S&P 500 GRWT ETF
- Reported value
- $142,605,131
- Reported amount
- 1,036,902
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000905729-26-000131Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVW | S&P 500 GRWT ETF | $142,605,131 | 1,036,902 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $130,782,630 | 575,983 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $120,407,574 | 2,918,971 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $116,653,670 | 2,704,072 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $73,415,845 | 1,015,715 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCB | CORE INVESTMENT | $67,627,736 | 3,242,759 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $51,622,596 | 964,908 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $35,568,072 | 359,346 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $29,217,159 | 700,148 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $10,110,587 | 123,390 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $8,692,652 | 52,917 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $8,042,170 | 190,528 | SH | None |
| DIMENSIONAL ETF TRUST | DXUV | DIMENSIONAL US | $7,337,952 | 110,345 | SH | None |
| APPLE INC | AAPL | COM | $6,792,341 | 23,474 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,685,059 | 8,927 | SH | None |
| NORTHERN LTS FD TR IV | BIBL | INSPIRE 100 ETF | $6,266,247 | 108,263 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $5,745,533 | 70,880 | SH | None |
| FIRST TR EXCHANGE-TRADED ALP | FTC | COM SHS | $5,095,753 | 26,298 | SH | None |
| STRATEGY SHS | ELCV | EVEN HIGH DI ETF | $5,011,480 | 152,464 | SH | None |
| TIMOTHY PLAN | TPIF | INTL ETF | $4,842,784 | 129,799 | SH | None |
| NORTHERN LTS FD TR IV | IBD | INSPIRE CORP BD | $4,697,539 | 197,625 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,518,713 | 58,601 | SH | None |
| TIMOTHY PLAN | TPLC | US LRGMD CP CORE | $4,350,016 | 86,396 | SH | None |
| FIRST TR EXCH TRD ALPHDX FD | FDT | DEV MRK EX US | $3,944,833 | 41,666 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,355,820 | 14,080 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTGS | GROWTH STRENGTH | $3,006,022 | 81,239 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $2,907,943 | 15,263 | SH | None |
| FRANKLIN TEMPLETON ETF TR | INCM | INCOME FOCUS ETF | $2,758,509 | 95,599 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,365,121 | 6,340 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,320,780 | 15,648 | SH | None |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $2,281,603 | 97,338 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $2,273,199 | 3,144 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $2,273,080 | 27,606 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,202,023 | 6,727 | SH | None |
| SOUTHERN CO | SO | COM | $2,179,786 | 22,775 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | BUFR | FT LADD BUFF ETF | $2,073,552 | 56,763 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,857,576 | 19,234 | SH | None |
| STRYKER CORPORATION | SYK | COM | $1,830,193 | 5,813 | SH | None |
| VISA INC | V | COM CL A | $1,805,609 | 5,263 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,752,916 | 8,761 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,728,370 | 1,441 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FTHI | BUYWRIT INCM ETF | $1,596,100 | 66,922 | SH | None |
| ISHARES TR | IWC | MICRO-CAP ETF | $1,539,008 | 7,694 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,481,166 | 1,983 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $1,479,434 | 3,414 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,472,088 | 17,770 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,463,841 | 1,565 | SH | None |
| ISHARES TR | IPAC | CORE MSCI PAC | $1,456,388 | 17,776 | SH | None |
| NORTHERN LTS FD TR IV | ISMD | INSPIRE SML/ MID | $1,432,238 | 28,646 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,411,498 | 2,956 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.