LVM Capital Management Ltd. ETF holdings
Portage, MI
Reported $151.7M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$151.7M
ETFs held
35
Change from prior quarter
+7.0%
With price moves
ETFs as a share of its 13F
12.7%
of $1.2B
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $27.9M | 291,804 | +4,234 shares |
| IAU | iShares Gold Trust | $22.6M | 299,586 | −1,526 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $19.8M | 400,574 | +562 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $16.1M | 157,712 | −27,718 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.0M | 17,432 | −391 shares |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $8.8M | 148,480 | +4,386 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $6.1M | 66,672 | +1,041 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $6.0M | 63,103 | +1,985 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $4.8M | 150,001 | +5,515 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $3.5M | 18,372 | +16 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001053054. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LVM Capital Management Ltd. own?
LVM Capital Management Ltd. reported 35 ETF positions worth $151.7M in its Form 13F for June 30, 2026. The largest was DGRW, at $27.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.