LVW Advisors, LLC

13F filer · CIK 0001576053

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$1.16BU.S. long equity reported on 13F

Positions38448 new · 31 closed

Net flow last quarter+$13.7MBuys minus sells

Top 10 positions weight13.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026384 positions
AAPLApple Inc.	$40.5M	3.50%	0.00%	+0.3%	Q4 2014
NVDANvidia Corp	$25.6M	2.21%	0.00%	-3.5%	Q4 2016
GOOGAlphabet Inc.	$14.8M	1.28%	Not reported	+0.6%	Q4 2015
GOOGLAlphabet Inc.	$13.6M	1.17%	0.00%	+1.8%	Q4 2015
MSFTMicrosoft Corp	$13.4M	1.16%	0.00%	-2.4%	Q4 2014
AMZNAmazon Com Inc	$13.2M	1.14%	0.00%	+1.4%	Q4 2014
JPMJPMorgan Chase & Co	$10.3M	0.89%	0.00%	-33.1%	Q4 2014
AVGOBroadcom Inc.	$8.8M	0.76%	0.00%	-11.7%	Q2 2019
MUMicron Technology Inc	$8.56M	0.74%	0.00%	+6.8%	Q3 2025
BRK.BBerkshire Hathaway Inc	$8.46M	0.73%	Not reported	+3.5%	Q4 2014
VVisa Inc.	$7.1M	0.61%	0.00%	+2.0%	Q3 2015
WDCWestern Digital Corp	$6.6M	0.57%	0.00%	+7.4%	Q1 2026
JNJJohnson & Johnson	$6.27M	0.54%	0.00%	+2.0%	Q4 2014
METAMeta Platforms, Inc.	$5.67M	0.49%	Not reported	-7.3%	Q4 2015
EMXCEmax Holdings Corp	$5.53M	0.48%	Not reported	-6.9%	Q2 2024
CSCOCisco Systems, Inc.	$5.3M	0.46%	0.00%	+2.2%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.26M	0.45%	0.00%	+24.7%	Q3 2019
ABBVAbbVie Inc.	$5.02M	0.43%	0.00%	+2.0%	Q4 2014
TSLATesla, Inc.	$4.55M	0.39%	0.00%	+0.3%	Q4 2020
LLYELI LILLY & Co	$4.31M	0.37%	0.00%	+2.9%	Q4 2014
MOAltria Group, Inc.	$4M	0.35%	0.00%	+2.2%	Q4 2014
STXSeagate Technology Holdings plc	$3.89M	0.34%	0.00%	+22.3%	Q1 2026
USBUS Bancorp \de\	$3.67M	0.32%	0.00%	+0.2%	Q3 2021
LRCXLam Research Corp	$3.66M	0.32%	0.00%	+16.3%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.62M	0.31%	Not reported	-5.7%	Q4 2014
AMDAdvanced Micro Devices Inc	$3.36M	0.29%	0.00%	+11.5%	Q4 2023
XOMExxonMobil Holdings Corp	$3.33M	0.29%	0.00%	+3.8%	Q4 2014
CBChubb Ltd	$3.25M	0.28%	0.00%	-8.3%	Q1 2018
MAMastercard Inc	$3.09M	0.27%	0.00%	-2.0%	Q2 2018
BACBank of America Corp	$3.03M	0.26%	0.00%	+13.0%	Q3 2015
GDGeneral Dynamics Corp	$2.99M	0.26%	0.00%	+1.6%	Q3 2016
GILDGilead Sciences, Inc.	$2.96M	0.26%	0.00%	-0.7%	Q4 2014
MRKMerck & Co., Inc.	$2.91M	0.25%	0.00%	-6.6%	Q4 2014
HDHome Depot, Inc.	$2.86M	0.25%	0.00%	+0.6%	Q4 2014
ASMLAsml Holding NV	$2.81M	0.24%	0.00%	+10.0%	Q3 2019
INTCIntel Corp	$2.78M	0.24%	0.00%	+33.8%	Q4 2014
CCitigroup Inc	$2.65M	0.23%	0.00%	+34.8%	Q3 2025
CATCaterpillar Inc	$2.64M	0.23%	0.00%	+23.4%	Q2 2019
WMTWalmart Inc.	$2.64M	0.23%	0.00%	+4.0%	Q1 2016
AMGNAmgen Inc	$2.61M	0.23%	0.00%	-6.1%	Q3 2015
AMATApplied Materials Inc	$2.55M	0.22%	0.00%	-5.0%	Q2 2020
BNLBroadstone Net Lease, Inc.	$2.44M	0.21%	0.06%	Not reported	Q1 2021
HSBCHSBC Holdings PLC	$2.4M	0.21%	0.00%	+90.1%	Q4 2014
CVXChevron Corp	$2.28M	0.20%	0.00%	+3.0%	Q4 2014
GLWCorning Inc	$2.27M	0.20%	0.00%	+10.1%	Q1 2015
GSGoldman Sachs Group Inc	$2.11M	0.18%	0.00%	+16.4%	Q2 2021
PHParker-Hannifin Corp	$2.1M	0.18%	0.00%	-2.2%	Q1 2024
VALEVale S.A.	$2.08M	0.18%	0.00%	+36.5%	Q2 2021
COSTCostco Wholesale Corp	$2.02M	0.17%	0.00%	-2.2%	Q1 2015
KOCoca Cola Co	$1.97M	0.17%	0.00%	+4.6%	Q4 2014

Q1 2026Reported Apr 20, 2026366 positions
AAPLApple Inc.	$35.4M	3.38%	0.00%	-0.8%	Q4 2014
NVDANvidia Corp	$23.1M	2.21%	0.00%	-3.9%	Q4 2016
JPMJPMorgan Chase & Co	$13.8M	1.31%	0.00%	+6.9%	Q4 2014
MSFTMicrosoft Corp	$13.6M	1.30%	0.00%	-2.6%	Q4 2014
GOOGAlphabet Inc.	$12M	1.14%	Not reported	+4.5%	Q4 2015
AMZNAmazon Com Inc	$11.4M	1.08%	0.00%	+7.5%	Q4 2014
GOOGLAlphabet Inc.	$10.7M	1.02%	0.00%	+19.3%	Q4 2015
AVGOBroadcom Inc.	$8.16M	0.78%	0.00%	-2.4%	Q2 2019
BRK.BBerkshire Hathaway Inc	$7.83M	0.75%	Not reported	+17.5%	Q4 2014
METAMeta Platforms, Inc.	$6.22M	0.59%	Not reported	+13.9%	Q4 2015
VVisa Inc.	$6.13M	0.58%	0.00%	+1.0%	Q3 2015
JNJJohnson & Johnson	$5.92M	0.56%	0.00%	-1.6%	Q4 2014
EMXCEmax Holdings Corp	$4.57M	0.44%	Not reported	-4.1%	Q2 2024
ABBVAbbVie Inc.	$4.25M	0.40%	0.00%	+11.1%	Q4 2014
TSLATesla, Inc.	$4.01M	0.38%	0.00%	+1.1%	Q4 2020
XOMExxonMobil Holdings Corp	$3.98M	0.38%	0.00%	+13.0%	Q4 2014
MOAltria Group, Inc.	$3.59M	0.34%	0.00%	-11.7%	Q4 2014
CSCOCisco Systems, Inc.	$3.43M	0.33%	0.00%	-0.2%	Q4 2014
CBChubb Ltd	$3.39M	0.32%	0.00%	-1.3%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$3.34M	0.32%	Not reported	-2.3%	Q4 2014
GILDGilead Sciences, Inc.	$3.28M	0.31%	0.00%	+7.9%	Q4 2014
LLYELI LILLY & Co	$3.21M	0.31%	0.00%	+1.2%	Q4 2014
USBUS Bancorp \de\	$3.16M	0.30%	0.00%	+7.5%	Q3 2021
MAMastercard Inc	$3.06M	0.29%	0.00%	-9.7%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.99M	0.28%	0.00%	+31.9%	Q3 2019
MRKMerck & Co., Inc.	$2.92M	0.28%	0.00%	-2.1%	Q4 2014
GDGeneral Dynamics Corp	$2.85M	0.27%	0.00%	+1.9%	Q3 2016
WMTWalmart Inc.	$2.78M	0.27%	0.00%	+2.0%	Q1 2016
CVXChevron Corp	$2.76M	0.26%	0.00%	+1.2%	Q4 2014
AMGNAmgen Inc	$2.7M	0.26%	0.00%	-15.9%	Q3 2015
HDHome Depot, Inc.	$2.66M	0.25%	0.00%	+1.8%	Q4 2014
WDCWestern Digital Corp	$2.6M	0.25%	0.00%	New	Q1 2026
MUMicron Technology Inc	$2.35M	0.22%	0.00%	+314.7%	Q3 2025
PEPPepsico Inc	$2.33M	0.22%	0.00%	-12.5%	Q4 2014
MCDMcdonalds Corp	$2.31M	0.22%	0.00%	-0.9%	Q4 2014
BACBank of America Corp	$2.29M	0.22%	0.00%	+55.1%	Q3 2015
COSTCostco Wholesale Corp	$2.2M	0.21%	0.00%	+1.7%	Q1 2015
BNLBroadstone Net Lease, Inc.	$2.15M	0.21%	0.06%	Not reported	Q1 2021
NFLXNetflix Inc	$2.13M	0.20%	0.00%	+13.5%	Q1 2018
VZVerizon Communications Inc	$2.1M	0.20%	0.00%	+3.4%	Q4 2014
PHParker-Hannifin Corp	$1.97M	0.19%	0.00%	+4.5%	Q1 2024
RTXRTX Corp	$1.88M	0.18%	0.00%	+1.1%	Q2 2020
HCAHCA Healthcare, Inc.	$1.8M	0.17%	0.00%	+5.6%	Q4 2023
NEENextera Energy Inc	$1.77M	0.17%	0.00%	-1.5%	Q4 2014
KOCoca Cola Co	$1.76M	0.17%	0.00%	-11.9%	Q4 2014
ASMLAsml Holding NV	$1.69M	0.16%	0.00%	+16.6%	Q3 2019
WECWec Energy Group, Inc.	$1.69M	0.16%	0.00%	-12.0%	Q2 2015
AEPAmerican Electric Power Co Inc	$1.67M	0.16%	0.00%	-19.7%	Q4 2023
PMPhilip Morris International Inc.	$1.65M	0.16%	0.00%	-25.4%	Q4 2014
LOWLowes Companies Inc	$1.62M	0.15%	0.00%	+0.4%	Q3 2017

Q4 2025Reported Jan 14, 2026279 positions
AAPLApple Inc.	$38.2M	3.88%	0.00%	+3.5%	Q4 2014
NVDANvidia Corp	$25.7M	2.61%	0.00%	-3.9%	Q4 2016
MSFTMicrosoft Corp	$18.3M	1.85%	0.00%	-0.9%	Q4 2014
JPMJPMorgan Chase & Co	$14.1M	1.43%	0.00%	+62.1%	Q4 2014
GOOGAlphabet Inc.	$12.5M	1.27%	Not reported	-0.5%	Q4 2015
AMZNAmazon Com Inc	$11.7M	1.19%	0.00%	+2.0%	Q4 2014
GOOGLAlphabet Inc.	$9.78M	0.99%	0.00%	+1.1%	Q4 2015
AVGOBroadcom Inc.	$9.35M	0.95%	0.00%	-13.7%	Q2 2019
VVisa Inc.	$7.05M	0.71%	0.00%	-1.4%	Q3 2015
BRK.BBerkshire Hathaway Inc	$6.99M	0.71%	Not reported	-0.8%	Q4 2014
METAMeta Platforms, Inc.	$6.3M	0.64%	Not reported	-4.1%	Q4 2015
JNJJohnson & Johnson	$5.1M	0.52%	0.00%	+1.7%	Q4 2014
TSLATesla, Inc.	$4.8M	0.49%	0.00%	+0.2%	Q4 2020
EMXCEmax Holdings Corp	$4.4M	0.45%	Not reported	+0.6%	Q2 2024
ABBVAbbVie Inc.	$4.02M	0.41%	0.00%	-2.0%	Q4 2014
MAMastercard Inc	$3.88M	0.39%	0.00%	-2.3%	Q2 2018
LLYELI LILLY & Co	$3.71M	0.38%	0.00%	+5.1%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.58M	0.36%	Not reported	-4.7%	Q4 2014
MOAltria Group, Inc.	$3.56M	0.36%	0.00%	-8.7%	Q4 2014
CSCOCisco Systems, Inc.	$3.41M	0.35%	0.00%	-10.0%	Q4 2014
PLTRPalantir Technologies Inc.	$3.37M	0.34%	0.00%	-3.4%	Q2 2024
CBChubb Ltd	$3.29M	0.33%	0.00%	0.0%	Q1 2018
USBUS Bancorp \de\	$3.01M	0.31%	0.00%	+7.6%	Q3 2021
AMGNAmgen Inc	$2.99M	0.30%	0.00%	+44.2%	Q3 2015
MDTMedtronic plc	$2.83M	0.29%	0.00%	-4.6%	Q2 2020
GDGeneral Dynamics Corp	$2.75M	0.28%	0.00%	-0.2%	Q3 2016
HDHome Depot, Inc.	$2.73M	0.28%	0.00%	-4.6%	Q4 2014
GILDGilead Sciences, Inc.	$2.68M	0.27%	0.00%	+9.4%	Q4 2014
MRKMerck & Co., Inc.	$2.61M	0.26%	0.00%	+26.8%	Q4 2014
XOMExxonMobil Holdings Corp	$2.5M	0.25%	0.00%	+6.2%	Q4 2014
PEPPepsico Inc	$2.46M	0.25%	0.00%	-6.6%	Q4 2014
WMTWalmart Inc.	$2.45M	0.25%	0.00%	+0.2%	Q1 2016
MCDMcdonalds Corp	$2.29M	0.23%	0.00%	+7.8%	Q4 2014
CTASCintas Corp	$2.19M	0.22%	0.00%	-5.2%	Q3 2023
PMPhilip Morris International Inc.	$2.15M	0.22%	0.00%	-21.1%	Q4 2014
DUKDuke Energy CORP	$2.13M	0.22%	0.00%	-7.3%	Q3 2017
SPGIS&P Global Inc.	$2.08M	0.21%	0.00%	-8.6%	Q4 2023
PAYXPaychex Inc	$2.07M	0.21%	0.01%	-2.8%	Q4 2014
BNLBroadstone Net Lease, Inc.	$2.05M	0.21%	0.06%	-3.3%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.04M	0.21%	0.00%	-5.5%	Q3 2019
CVXChevron Corp	$2.01M	0.20%	0.00%	-14.5%	Q4 2014
COSTCostco Wholesale Corp	$1.87M	0.19%	0.00%	-7.6%	Q1 2015
PHParker-Hannifin Corp	$1.85M	0.19%	0.00%	-0.9%	Q1 2024
KOCoca Cola Co	$1.84M	0.19%	0.00%	-11.9%	Q4 2014
NFLXNetflix Inc	$1.83M	0.19%	0.00%	-7.7%	Q1 2018
AEPAmerican Electric Power Co Inc	$1.83M	0.19%	0.00%	-2.5%	Q4 2023
RTXRTX Corp	$1.76M	0.18%	0.00%	-2.4%	Q2 2020
WECWec Energy Group, Inc.	$1.75M	0.18%	0.01%	-4.9%	Q2 2015
HCAHCA Healthcare, Inc.	$1.68M	0.17%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$1.67M	0.17%	0.00%	+17.7%	Q3 2015

Q3 2025Reported Oct 20, 2025289 positions
AAPLApple Inc.	$34.6M	3.54%	0.00%	+7.0%	Q4 2014
NVDANvidia Corp	$26.8M	2.74%	0.00%	+64.5%	Q4 2016
MSFTMicrosoft Corp	$19.8M	2.02%	0.00%	+11.5%	Q4 2014
AMZNAmazon Com Inc	$10.9M	1.12%	0.00%	+6.1%	Q4 2014
AVGOBroadcom Inc.	$10.3M	1.05%	0.00%	+1.2%	Q2 2019
GOOGAlphabet Inc.	$9.78M	1.00%	Not reported	+1.2%	Q4 2015
JPMJPMorgan Chase & Co	$8.53M	0.87%	0.00%	+3.3%	Q4 2014
GOOGLAlphabet Inc.	$7.52M	0.77%	0.00%	-3.9%	Q4 2015
METAMeta Platforms, Inc.	$7.31M	0.75%	Not reported	+3.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$7.04M	0.72%	Not reported	-1.3%	Q4 2014
VVisa Inc.	$6.96M	0.71%	0.00%	-3.5%	Q3 2015
TSLATesla, Inc.	$4.74M	0.48%	0.00%	+29.7%	Q4 2020
JNJJohnson & Johnson	$4.49M	0.46%	0.00%	+2.1%	Q4 2014
MOAltria Group, Inc.	$4.46M	0.46%	0.00%	-12.4%	Q4 2014
ABBVAbbVie Inc.	$4.15M	0.42%	0.00%	-4.8%	Q4 2014
EMXCEmax Holdings Corp	$4.06M	0.41%	Not reported	-2.7%	Q2 2024
MAMastercard Inc	$3.96M	0.40%	0.00%	-11.5%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$3.67M	0.38%	Not reported	+63.3%	Q4 2014
PLTRPalantir Technologies Inc.	$3.58M	0.37%	0.00%	+7.0%	Q2 2024
HDHome Depot, Inc.	$3.37M	0.34%	0.00%	+0.7%	Q4 2014
CSCOCisco Systems, Inc.	$3.36M	0.34%	0.00%	-1.2%	Q4 2014
CBChubb Ltd	$2.98M	0.30%	0.00%	-9.1%	Q1 2018
MDTMedtronic plc	$2.94M	0.30%	0.00%	+10.8%	Q2 2020
GDGeneral Dynamics Corp	$2.79M	0.28%	0.00%	-0.6%	Q3 2016
PMPhilip Morris International Inc.	$2.75M	0.28%	0.00%	-6.1%	Q4 2014
PEPPepsico Inc	$2.57M	0.26%	0.00%	+3.5%	Q4 2014
NFLXNetflix Inc	$2.54M	0.26%	0.00%	+6.9%	Q1 2018
USBUS Bancorp \de\	$2.54M	0.26%	0.00%	+9.2%	Q3 2021
CTASCintas Corp	$2.52M	0.26%	0.00%	+0.5%	Q3 2023
LLYELI LILLY & Co	$2.51M	0.26%	0.00%	+5.9%	Q4 2014
DUKDuke Energy CORP	$2.42M	0.25%	0.00%	-5.6%	Q3 2017
PAYXPaychex Inc	$2.41M	0.25%	0.01%	-3.5%	Q4 2014
CVXChevron Corp	$2.39M	0.24%	0.00%	+17.7%	Q4 2014
WMTWalmart Inc.	$2.26M	0.23%	0.00%	-3.6%	Q1 2016
GILDGilead Sciences, Inc.	$2.21M	0.23%	0.00%	+1.4%	Q4 2014
XOMExxonMobil Holdings Corp	$2.2M	0.23%	0.00%	-1.7%	Q4 2014
BNLBroadstone Net Lease, Inc.	$2.18M	0.22%	0.06%	-3.1%	Q1 2021
COSTCostco Wholesale Corp	$2.17M	0.22%	0.00%	+3.2%	Q1 2015
MCDMcdonalds Corp	$2.12M	0.22%	0.00%	-2.8%	Q4 2014
SPGIS&P Global Inc.	$2.11M	0.22%	0.00%	+2.0%	Q4 2023
VZVerizon Communications Inc	$2.02M	0.21%	0.00%	-8.1%	Q4 2014
WECWec Energy Group, Inc.	$2M	0.20%	0.01%	+1.0%	Q2 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.98M	0.20%	0.00%	+8.5%	Q3 2019
SOSouthern Co	$1.98M	0.20%	0.00%	-3.6%	Q3 2023
KOCoca Cola Co	$1.98M	0.20%	0.00%	-14.8%	Q4 2014
LOWLowes Companies Inc	$1.88M	0.19%	0.00%	-5.4%	Q3 2017
AEPAmerican Electric Power Co Inc	$1.83M	0.19%	0.00%	-4.7%	Q4 2023
AMGNAmgen Inc	$1.79M	0.18%	0.00%	+3.7%	Q3 2015
ABTAbbott Laboratories	$1.78M	0.18%	0.00%	-1.7%	Q1 2018
ECLEcolab Inc.	$1.71M	0.17%	0.00%	-1.3%	Q2 2024

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