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Lori Van Dusen

Lvw Advisors, Llc

Assets Managed
$1.05B
Holdings
435
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
6.39%(2Q avg: 3.58%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvw Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 435 positions.

Assets under management

The assets under management (AUM) of Lvw Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.05B in assets, with a quarterly growth rate of 6.39% and a 2-quarter average growth rate of 3.58%. The portfolio is managed by Lori Van Dusen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 166.7%
8.45%
$88.669M
1.158M shares@ $76.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -6.36%
7.15%
$74.955M
1.17M shares@ $64.09 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 1.97%
4.89%
$51.282M
2.113M shares@ $24.28 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2.51%
4.13%
$43.301M
418,646 shares@ $103.43 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -39.51%
3.95%
$41.364M
1.348M shares@ $30.69 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 3.56%
3.43%
$35.899M
465,127 shares@ $77.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.76%
3.38%
$35.432M
139,611 shares@ $253.79 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -22.52%
3.35%
$35.066M
319,679 shares@ $109.7 avg price
CGGO
Cap Group Global Growth
Recent Activity
Decreased -2.2%
3.32%
$34.846M
1.044M shares@ $33.38 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 711.62%
2.65%
$27.727M
42,634 shares@ $650.35 avg price

1-10 of 435