LVW Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 460 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, energy firms, and financial institutions. Apple Inc. is the largest holding, with 13,596,363 shares listed. Alphabet Inc. Class A and Class C shares follow, with positions of 40,316 and 41,796 shares, respectively. Other notable technology names in the portfolio include Microsoft, Amazon, Meta Platforms, and NVIDIA.
The filing also includes significant positions in the energy sector, such as Exxon Mobil with 25,702 shares and Chevron with 13,766 shares. Financial names listed include JPMorgan Chase, Bank of America, and Berkshire Hathaway.
The report was signed by Lori Van Dusen, CEO/CIO of LVW Advisors, LLC, and was filed on October 19, 2026.
