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LVZ, Inc. - Portfolio Stock Holdings

LVZ, Inc. disclosed 183 stock positions in a recent SEC 13F filing. $983,930,406 of stock holdings were filed, with the largest holdings including IVW, IVE, and DFAI. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,125,231,000 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

183

Est. Stock Holding Value:

$983,930,406

Top Stock Holdings By Sector

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Portfolio Stock Holdings - LVZ, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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