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Portfolio (Quarterly) Guide ↗

LVZ, Inc.

· CIK 0001574408
13F Portfolio $876M AUM 161 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 79 Added 33 Reduced 19 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 878.0 $384K 0.04% -34.0 -3.7% $436.79 -80.2%
22 JNJ JOHNSON & JOHNSON Healthcare 1,485.0 $363K 0.04% -141.0 -8.7% $244.48 -6.4%
23 GSLC GOLDMAN SACHS ETF TR 2,600.0 $325K 0.04% -261.0 -9.1% $125.12 +11.2%
24 SUSA ISHARES TR 2,068.0 $273K 0.03% -981.0 -32.2% $132.10 +12.6%
25 ISTB ISHARES TR 5,335.0 $259K 0.03% -87.0 -1.6% $48.46 -0.8%
26 SPHQ INVESCO EXCHANGE TRADED FD T 3,431.0 $258K 0.03% -968.0 -22.0% $75.19 +9.2%
27 ABBV ABBVIE INC Healthcare 1,130.0 $246K 0.03% -110.0 -8.9% $217.49 -1.7%
28 IWR ISHARES TR 2,500.0 $243K 0.03% -1K -29.9% $97.23 +6.0%
29 CAT CATERPILLAR INC Industrials 339.0 $240K 0.03% -41.0 -10.8% $708.46 +21.4%
30 XMLV INVESCO EXCH TRADED FD TR II 3,333.0 $210K 0.02% -88.0 -2.6% $62.97 +3.0%
31 DAPR FIRST TR EXCHNG TRADED FD VI 5,240.0 $208K 0.02% -1K -18.1% $39.76 +1.8%
32 SLQD ISHARES TR 4,104.0 $207K 0.02% -51.0 -1.2% $50.49 -0.6%
33 HYLS FIRST TR EXCHANGE-TRADED FD 4,987.0 $202K 0.02% -36.0 -0.7% $40.57 +0.3%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 16.3%
Industrials 9.6%
Consumer Cyclical 8.6%
Healthcare 8.5%
Energy 7.8%
Consumer Defensive 6.6%
Communication Services 5.9%
Utilities 4.3%
Basic Materials 1.6%