LVZ, Inc. ETF holdings
Holland, MI
Reported $915.5M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$915.5M
ETFs held
101
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
93.0%
of $984.3M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $142.6M | 1,036,902 | −10,934 shares |
| IVE | iShares S&P 500 Value ETF | $130.8M | 575,983 | +3,321 shares |
| DFAI | Dimensional International Core Equity Market ETF | $120.4M | 2,918,971 | +22,550 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $116.7M | 2,704,072 | +29,776 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $73.4M | 1,015,715 | −1,565 shares |
| FTCB | First Trust Core Investment Grade ETF | $67.6M | 3,242,759 | +2,324 shares |
| JBND | Jpmorgan Active Bond ETF | $51.6M | 964,908 | −2,112 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $35.6M | 359,346 | +9,614 shares |
| DUHP | Dimensional US High Profitability ETF | $29.2M | 700,148 | +12,886 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $10.1M | 123,390 | +6,216 shares |
91 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) 0001574408. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LVZ, Inc. own?
LVZ, Inc. reported 101 ETF positions worth $915.5M in its Form 13F for June 30, 2026. The largest was IVW, at $142.6M.
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.