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Portfolio (Quarterly) Guide ↗

LVZ, Inc.

· CIK 0001574408
13F Portfolio $876.3B 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 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTC FIRST TR EXCHANGE-TRADED ALP 27,328.0 $4.2M 0.48% +4K +17.2% $154.14 +12.2%
22 TPLC TIMOTHY PLAN 86,077.0 $4.0M 0.46% +1K +1.2% $46.44 +3.5%
23 FDT FIRST TR EXCH TRD ALPHDX FD 43,000.0 $3.7M 0.43% +17K +66.5% $86.93 +10.9%
24 FTGS FIRST TR EXCHANGE-TRADED FD 84,114.0 $2.9M 0.33% -24K -22.1% $34.05 +6.7%
25 AMZN AMAZON COM INC Consumer Cyclical 13,536.0 $2.8M 0.32% $208.26 +27.2%
26 IJH ISHARES TR 41,550.0 $2.8M 0.32% -7K -14.6% $67.53 +6.8%
27 INCM FRANKLIN TEMPLETON ETF TR 93,303.0 $2.7M 0.31% +2K +2.3% $28.75 +1.5%
28 SO SOUTHERN CO Utilities 22,280.0 $2.2M 0.24% +227.0 +1.0% $96.52 -4.1%
29 MSFT MICROSOFT CORP Technology 5,773.0 $2.1M 0.24% +652.0 +12.7% $370.20 +14.0%
30 SPHY SPDR SERIES TRUST 86,433.0 $2.0M 0.23% +6K +7.9% $23.32 -0.1%
31 XLK SELECT SECTOR SPDR TR 14,591.0 $1.9M 0.22% +1K +10.0% $132.90 +31.2%
32 JPM JPMORGAN CHASE & CO Financial Services 6,500.0 $1.9M 0.22% +73.0 +1.1% $294.14 +1.2%
33 DFAS DIMENSIONAL ETF TRUST 26,111.0 $1.9M 0.21% +2K +8.5% $71.13 +6.6%
34 IEFA ISHARES TR 19,773.0 $1.8M 0.20% +5K +34.3% $90.53 +6.2%
35 SYK STRYKER CORPORATION Healthcare 4,921.0 $1.6M 0.18% +40.0 +0.8% $328.59 -6.6%
36 IPAC ISHARES TR 20,976.0 $1.6M 0.18% -3K -10.7% $76.51 +6.7%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,517.0 $1.5M 0.17% +45.0 +3.1% $996.19 +5.3%
38 NVDA NVIDIA CORPORATION Technology 8,642.0 $1.5M 0.17% +216.0 +2.6% $174.40 +29.2%
39 FIRST TR EXCHANGE TRADED FD 64,152.0 $1.5M 0.17% +551.0 +0.9% $22.95
40 MPC MARATHON PETE CORP Energy 5,793.0 $1.4M 0.16% +201.0 +3.6% $244.17 +4.4%
Page 2 of 9  ·  161 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%