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LVW Advisors, LLC
LVW Advisors, LLC is an SEC-registered investment adviser headquartered in Pittsford, NY. Founded in October 2011, the firm provides comprehensive wealth management, investment advisory, financial planning, research, and consulting services specifically tailored for high net worth individuals, trusts, estates, private foundations, and business entities. LVW is a wholly owned indirect subsidiary of Focus Financial Partners, with approximately 19–21 employees and a focus on delivering fiduciary advisory solutions to its diverse and sophisticated client base.
Investment Strategy
LVW Advisors employs a customized and comprehensive wealth management approach, providing sophisticated investment and financial planning solutions that are tailored to the needs of high net worth individuals and related entities. The firm acts as a fiduciary and designs portfolios using both discretionary and non-discretionary strategies, incorporating a broad range of asset classes and investment vehicles. Their strategy leverages in-depth research, customized asset allocation, and ongoing portfolio management designed to help preserve and grow client wealth while managing risk. LVW also integrates insurance solutions and holistic planning, often introducing clients to specialized affiliates for additional financial services.
Latest 13F Filing Activity
LVW Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 341 equity positions and 1 options positions with a total 13F market value of $979M. The fund increased holdings in SPDR Series Trust, Nvidia Corporation, Apple Inc. among other positions. LVW Advisors, LLC reduced exposure to Schwab Strategic TR, Ishares TR, Comcast Corp. New among others.
Top Holdings
Equity Positions (341)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.70% | $75.4M | 1,257,516 | $56.75 | $59.92 | +$5.1M |
S SCHD | SCHWAB STRATEGIC TR | 6.58% | $64.4M | 2,358,936 | $23.64 | $27.30 | -$23.7M |
V VONG | VANGUARD SCOTTSDALE FDS | 5.56% | $54.5M | 452,212 | $46.44 | $120.50 | +$57.0K |
S SCHO | SCHWAB STRATEGIC TR | 4.94% | $48.4M | 1,982,002 | $24.31 | $24.40 | +$3.6M |
S STIP | ISHARES TR | 4.24% | $41.5M | 401,915 | $99.29 | $103.36 | +$1.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $13.3M | 200 | $666.18 | $617.85 | -100 | -$5.2M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | NY , United States | |
 | Senior Partner | NY , United States | |
 | Principal, Co Chief Investment Officer | NY , United States |
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