LVZ, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission reporting its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Ryan Vander Zwart on October 16, 2026, lists 167 individual securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the vast majority of the holdings. Notable individual stock positions include Apple Inc., with 23,687 shares; Microsoft Corporation, with 6,590 shares; and NVIDIA Corporation, with 9,241 shares. The filing also lists significant positions in Alphabet Inc. Class A and Class C shares (2491 and 1600 shares, respectively), Amazon.com Inc. (14,382 shares), and Visa Inc. Class A (5,496 shares).
Among the top individual holdings by share count are various Dimensional ETF Trust funds, including the Core Fixed Income ETF (227,281 shares) and the International Core Equity Market ETF (2,938,906 shares). The portfolio also includes substantial positions in iShares ETFs, such as the S&P 500 Growth ETF (1,023,969 shares) and the Core S&P Total Stock Market ETF (54,786 shares).
The filing provides a comprehensive list of all equity securities, including shares of Berkshire Hathaway Inc., Eli Lilly & Co., Procter & Gamble Co., and various sector-specific ETFs like the Select Sector SPDR Technology ETF and the SPDR Series Trust Short-Term Bond ETF.
