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Lori Van Dusen

Lvw Advisors, Llc

Assets Managed
$1.157B
Holdings
462
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
10.27%(2Q avg: 8.33%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvw Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 462 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.157B in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 8.33%. 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 7.18%
9.43%
$109.112M
1.242M shares@ $87.88 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -2.52%
7.02%
$81.234M
1.14M shares@ $71.25 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 3.31%
4.56%
$52.694M
2.183M shares@ $24.14 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 3.07%
3.81%
$44.078M
431,464 shares@ $102.16 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.28%
3.5%
$40.508M
139,990 shares@ $289.37 avg price
CGGO
Cap Group Global Growth
Recent Activity
Decreased -8.51%
3.5%
$40.437M
955,271 shares@ $42.34 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 6.38%
3.28%
$37.95M
494,779 shares@ $76.71 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -9.82%
3.19%
$36.842M
288,259 shares@ $127.82 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -14.05%
3.18%
$36.746M
1.159M shares@ $31.72 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 10.26%
2.34%
$27.04M
253,970 shares@ $106.48 avg price

1-10 of 462