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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LVW Advisors, LLC

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001576053-26-000001

Total Value
$986.6M
Positions
341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (341)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438581,249,244$78.0M7.91%
2SCHWAB STRATEGIC TR8085247972,228,967$61.1M6.20%
3SCHWAB STRATEGIC TR8085248622,072,234$50.5M5.12%
4VANGUARD SCOTTSDALE FDS92206C680412,627$50.2M5.09%
5ISHARES TR46429B747408,434$41.8M4.24%
6APPLE INCAAPL140,686$38.2M3.88%
7CAPITAL GROUP GBL GROWTH EQT14020X1041,067,741$37.0M3.75%
8VANGUARD BD INDEX FDS921937819449,171$35.0M3.55%
9SPDR SERIES TRUST78464A854434,372$34.8M3.53%
10CAPITAL GROUP INTERNATIONAL14021M107766,998$26.7M2.71%
11NVIDIA CORPORATIONNVDA138,047$25.7M2.61%
12AB ACTIVE ETFS INC00039J8891,005,869$25.6M2.59%
13VANGUARD INDEX FDS92290873651,904$25.3M2.57%
14SCHWAB STRATEGIC TR808524300713,135$23.3M2.36%
15ISHARES TR464288158217,652$23.2M2.35%
16MICROSOFT CORPMSFT37,831$18.3M1.85%
17VANGUARD BD INDEX FDS921937835191,280$14.2M1.44%
18JPMORGAN CHASE & CO.VYLD43,850$14.1M1.43%
19ISHARES TR464287804116,974$14.1M1.42%
20ALPHABET INCGOOG39,986$12.5M1.27%
21AMAZON COM INCAMZN50,814$11.7M1.19%
22ALPHABET INCGOOG31,253$9.8M0.99%
23BROADCOM INCAVGO27,003$9.3M0.95%
24PIMCO ETF TR72201R585289,648$7.7M0.78%
25VISA INCV20,105$7.1M0.71%
26BERKSHIRE HATHAWAY INC DELBRK-A13,899$7.0M0.71%
27META PLATFORMS INCMETA9,541$6.3M0.64%
28VANGUARD SCOTTSDALE FDS92206C66452,968$5.3M0.53%
29JOHNSON & JOHNSONJNJ24,623$5.1M0.52%
30VANGUARD INDEX FDS9229083637,686$4.8M0.49%
31TESLA INCTSLA10,667$4.8M0.49%
32SCHWAB STRATEGIC TR808524805186,136$4.5M0.45%
33ISHARES INC46434G76460,521$4.4M0.45%
34ABBVIE INCABBV17,578$4.0M0.41%
35MASTERCARD INCORPORATEDMA6,794$3.9M0.39%
36ELI LILLY & COLLY3,455$3.7M0.38%
37SPDR S&P 500 ETF TRSPY5,253$3.6M0.36%
38ALTRIA GROUP INCMO61,710$3.6M0.36%
39CISCO SYS INCCSCO44,264$3.4M0.35%
40ISHARES U S ETF TR46431W50766,686$3.4M0.35%
41PALANTIR TECHNOLOGIES INCPLTR18,982$3.4M0.34%
42CHUBB LIMITEDCB10,548$3.3M0.33%
43US BANCORP DELUSB-PS56,452$3.0M0.31%
44AMGEN INCAMGN9,124$3.0M0.30%
45MEDTRONIC PLCMDT29,495$2.8M0.29%
46GENERAL DYNAMICS CORPGD8,160$2.7M0.28%
47HOME DEPOT INCHD7,927$2.7M0.28%
48GILEAD SCIENCES INCGILD21,821$2.7M0.27%
49ISHARES TR46428772113,362$2.7M0.27%
50SPDR SERIES TRUST78468R66329,118$2.7M0.27%
51MERCK & CO INCMRK24,771$2.6M0.26%
52SCHWAB STRATEGIC TR808524839109,019$2.5M0.26%
53EXXON MOBIL CORPXOM20,760$2.5M0.25%
54PEPSICO INCPEP17,107$2.5M0.25%
55WALMART INCWMT21,947$2.4M0.25%
56MCDONALDS CORPMCD7,506$2.3M0.23%
57CINTAS CORPCTAS11,653$2.2M0.22%
58PHILIP MORRIS INTL INC71817210913,391$2.1M0.22%
59DUKE ENERGY CORP NEWDUKB18,156$2.1M0.22%
60S&P GLOBAL INCSPGI3,972$2.1M0.21%
61PAYCHEX INCPAYX18,449$2.1M0.21%
62BROADSTONE NET LEASE INCBNL117,862$2.0M0.21%
63TAIWAN SEMICONDUCTOR MFG LTD8740391006,698$2.0M0.21%
64CHEVRON CORP NEWCVX13,189$2.0M0.20%
65COSTCO WHSL CORP NEW22160K1052,167$1.9M0.19%
66PARKER-HANNIFIN CORPPH2,100$1.8M0.19%
67COCA COLA COKO26,277$1.8M0.19%
68NETFLIX INCNFLX19,547$1.8M0.19%
69AMERICAN ELEC PWR CO INC02553710115,860$1.8M0.19%
70SCHWAB STRATEGIC TR80852460763,285$1.8M0.18%
71RTX CORPORATIONRTX9,616$1.8M0.18%
72WEC ENERGY GROUP INCWEC16,591$1.7M0.18%
73HCA HEALTHCARE INCHCA3,592$1.7M0.17%
74BANK AMERICA CORP06050510430,343$1.7M0.17%
75ISHARES TR4642876556,751$1.7M0.17%
76LOWES COS INC5486611076,842$1.7M0.17%
77ISHARES TR46428888514,464$1.6M0.17%
78VERIZON COMMUNICATIONS INCVZ40,450$1.6M0.17%
79PROLOGIS INC.PLDGP12,295$1.6M0.16%
80NEXTERA ENERGY INCNEE-PW19,367$1.6M0.16%
81BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.15%
82SOUTHERN COSOMN17,091$1.5M0.15%
83PNC FINL SVCS GROUP INC6934751056,788$1.4M0.14%
84ECOLAB INCECL5,306$1.4M0.14%
85ABBOTT LABSABLZF10,907$1.4M0.14%
86VANGUARD MUN BD FDS92290774626,908$1.4M0.14%
87VANGUARD WHITEHALL FDS9219464069,289$1.3M0.14%
88MOODYS CORPMCO2,607$1.3M0.13%
89AMERICAN EXPRESS COAXP3,356$1.2M0.13%
90VANGUARD INDEX FDS9229087693,556$1.2M0.12%
91ASML HOLDING N VASMLF1,100$1.2M0.12%
92GOLDMAN SACHS GROUP INCGSCE1,273$1.1M0.11%
93ASTRAZENECA PLCAZN12,145$1.1M0.11%
94LPL FINL HLDGS INC50212V1003,074$1.1M0.11%
95UNITEDHEALTH GROUP INCUNH3,258$1.1M0.11%
96INTUITIVE SURGICAL INCISRG1,842$1.0M0.11%
97TRAVELERS COMPANIES INCTRV3,583$1.0M0.11%
98MORGAN STANLEYMS-PQ5,850$1.0M0.11%
99SCHWAB STRATEGIC TR80852475522,262$1.0M0.10%
100MSCI INCMSCI1,744$1.0M0.10%
101FERRARI N VRACE2,701$998,1820.10%
102CITIGROUP INCC-PR8,540$996,5330.10%
103WELLS FARGO CO NEW94974610110,497$978,3210.10%
104OLD DOMINION FREIGHT LINE INODFL6,193$971,0630.10%
105INTERACTIVE BROKERS GROUP IN45841N10714,833$953,9110.10%
106KINDER MORGAN INC DELEP-PC34,125$938,0970.10%
107DEERE & CODE2,005$933,4680.09%
108COMCAST CORP NEWCCZ31,020$927,1930.09%
109BANK NEW YORK MELLON CORP0640581007,874$914,0930.09%
110GE AEROSPACE3696043012,955$910,2290.09%
111TIDAL TRUST III45259A87836,353$909,9160.09%
112BROADRIDGE FINL SOLUTIONS IN11133T1034,059$905,8480.09%
113CORTEVA INCCTVA13,339$894,1140.09%
114UBER TECHNOLOGIES INCUBER10,494$857,4650.09%
115BERKLEY W R CORPWRB-PH11,697$820,1940.08%
116RBB FD INC74933W53618,209$802,1930.08%
117ENTERGY CORP NEWENO8,580$793,0500.08%
118SAP SESAPGF3,196$776,3410.08%
119ALLEGION PLCALLE4,859$773,6500.08%
120COLGATE PALMOLIVE COCL9,776$772,5000.08%
121RBB FD INC74933W48615,847$769,6100.08%
122XOMETRY INCXMTR12,826$762,7630.08%
123ZURN ELKAY WATER SOLNS CORP98983L10816,363$760,7160.08%
124HARTFORD INSURANCE GROUP INCHIG-PG5,487$756,1090.08%
125EQUITY RESIDENTIALEQR11,979$755,1570.08%
126EMERSON ELEC COEMR5,639$748,4090.08%
127ROLLINS INCROL12,445$746,9490.08%
128INTUITINTU1,108$733,9620.07%
129STATE STR CORPSTT-PG5,605$723,1020.07%
130ORACLE CORPORCL-PD3,679$717,0740.07%
131ISHARES TR4642874815,216$714,2800.07%
132LENNOX INTL INC5261071071,466$711,8610.07%
133CATERPILLAR INCCAT1,240$710,3590.07%
134PUBLIC SVC ENTERPRISE GRP IN7445731068,821$708,3270.07%
135AMERICAN TOWER CORP NEW03027X1004,029$707,3320.07%
136APPLIED MATLS INC0382221052,736$703,1250.07%
137SHOPIFY INCSHOP4,368$703,1170.07%
138DISNEY WALT CO2546871066,163$701,1550.07%
1393M COMMM4,350$696,4280.07%
140TJX COS INC NEW8725401094,515$693,5500.07%
141APPLOVIN CORPAPP1,000$673,8200.07%
142SPDR INDEX SHS FDS78463X4758,718$668,7580.07%
143VERTEX PHARMACEUTICALS INCVRTX1,474$668,2530.07%
144CENCORA INCCOR1,976$667,3940.07%
145LAM RESEARCH CORPLRCX3,894$666,5750.07%
146XCEL ENERGY INCXELLL8,992$664,1500.07%
147MCKESSON CORPMCK808$662,7950.07%
148BLACKSTONE INCBX4,296$662,2150.07%
149ZOETIS INCZTS5,142$646,9670.07%
150ARCUTIS BIOTHERAPEUTICS INCARQT22,189$644,3690.07%
151VANGUARD INTL EQUITY INDEX F92204285811,933$641,5260.07%
152ADVANCED MICRO DEVICES INCAMD2,991$640,5530.06%
153TELEDYNE TECHNOLOGIES INCTDY1,251$638,9240.06%
154DEUTSCHE BANK A GD1819089816,478$635,3920.06%
155AMPHENOL CORP NEW0320951014,701$635,2940.06%
156BLACKROCK INCBLK585$626,2630.06%
157INTERNATIONAL BUSINESS MACHSINTR2,114$626,1880.06%
158CORNING INCGLW7,145$625,6170.06%
159ISHARES TR46428864611,764$622,0650.06%
160METLIFE INCMET-PF7,871$621,3370.06%
161NORDSON CORPNDSN2,579$620,0690.06%
162PROCTER AND GAMBLE CO7427181094,326$619,8970.06%
163ISHARES SILVER TRSLV9,566$616,2420.06%
164UL SOLUTIONS INCULS7,743$610,6130.06%
165ISHARES TR4642875079,136$602,9760.06%
166SERVICENOW INCNOW3,927$601,5780.06%
167KIMBERLY-CLARK CORPKMB5,889$594,1420.06%
168PRUDENTIAL FINL INCPUKPF5,252$592,8460.06%
169COOPER COS INC2166485017,209$590,8500.06%
170HENRY JACK & ASSOC INC4262811013,221$587,7690.06%
171SPDR GOLD TRGLD1,474$584,1610.06%
172NATWEST GROUP PLCRBSPF32,956$576,7300.06%
173ESSEX PPTY TR INC2971781052,183$571,2480.06%
174EQUIFAX INCEFX2,626$569,7900.06%
175EMBRAER S.A.EMBJ8,767$564,3320.06%
176FOSSIL GROUP INCFOSL150,000$564,0000.06%
177LOCKHEED MARTIN CORPLMT1,165$563,5030.06%
178SONY GROUP CORPSNEJF21,974$562,5350.06%
179ISHARES TR464287200815$558,5190.06%
180VICI PPTYS INC92565210919,461$547,2440.06%
181SERVICETITAN INCTTAN5,092$542,2980.05%
182SALESFORCE INCCRM2,018$534,5890.05%
183THERMO FISHER SCIENTIFIC INCTMO895$518,6080.05%
184GE VERNOVA INCGEV793$518,2820.05%
185CALIX INCCALX9,655$511,0400.05%
186BOOKING HOLDINGS INCBKNG95$508,7570.05%
187ADOBE INCADBE1,452$508,1860.05%
188ARISTA NETWORKS INCANET3,820$500,5350.05%
189REGIONS FINANCIAL CORP NEWRF-PF18,392$498,4240.05%
190BRISTOL-MYERS SQUIBB COCELG-RI9,231$497,9020.05%
191CONSOLIDATED EDISON INCED4,994$496,0050.05%
192BENTLEY SYS INCBSY12,992$495,8400.05%
193L3HARRIS TECHNOLOGIES INCLHX1,688$495,5390.05%
194COMFORT SYS USA INC199908104529$493,7110.05%
195CAPITAL ONE FINL CORP14040H1051,996$483,7510.05%
196NOVO-NORDISK A SNONOF9,483$482,4960.05%
197MICRON TECHNOLOGY INCMU1,674$477,7770.05%
198CROWDSTRIKE HLDGS INCCRWD1,018$477,1980.05%
199TRUIST FINL CORP89832Q1099,529$468,9230.05%
200CLOUDFLARE INCNET2,349$463,1060.05%
201JACOBS SOLUTIONS INCJ3,462$458,5770.05%
202ALLSTATE CORPALL-PJ2,180$453,7670.05%
203RYANAIR HOLDINGS PLCRYAOF6,276$453,0650.05%
204BJS WHSL CLUB HLDGS INC05550J1015,006$450,6910.05%
205AUTOMATIC DATA PROCESSING INADP1,750$450,1530.05%
206ISHARES TR4642882573,179$449,7970.05%
207PFIZER INCPFE17,937$446,6430.05%
208PRICE T ROWE GROUP INCTROW4,346$444,9440.05%
209BANCO BILBAO VIZCAYA ARGENTABBVXF18,982$442,4710.04%
210SAIA INCSAIA1,352$441,4560.04%
211SPDR SERIES TRUST78464A4094,104$437,8970.04%
212OLLIES BARGAIN OUTLET HLDGS6811161093,995$437,8920.04%
213DBX ETF TR2330512009,090$437,2970.04%
214TRIMBLE INCTRMB5,577$436,9580.04%
215M & T BK CORP55261F1042,160$435,2180.04%
216WATSCO INCWSO-B1,285$432,9810.04%
217ISHARES TR4642875982,045$430,2040.04%
218ACCENTURE PLC IRELANDACN1,589$426,3290.04%
219ISHARES TR4642876221,127$420,8670.04%
220ISHARES TR46432F3392,114$419,8830.04%
221PULTE GROUP INC7458671013,552$416,5080.04%
222ISHARES TR46436E7184,134$414,9710.04%
223RESMED INCRSMDF1,722$414,7790.04%
224ZEBRA TECHNOLOGIES CORPORATIZBRA1,682$408,4240.04%
225VANGUARD SCOTTSDALE FDS92206C4095,118$408,0590.04%
226BRIGHT HORIZONS FAM SOL IN D1091941004,019$407,5270.04%
227ROYAL CARIBBEAN GROUPV7780T1031,454$405,5500.04%
228INTERCONTINENTAL EXCHANGE IN45866F1042,503$405,3570.04%
229BANCO SANTANDER SABCDRF34,185$400,9910.04%
230HONEYWELL INTL INC4385161062,049$399,7400.04%
231EBAY INC.EBAY4,539$395,3410.04%
232INVESCO QQQ TRIVZ643$395,2220.04%
233UNION PAC CORPUNP1,706$394,6830.04%
234ISHARES TR4642872263,950$394,5260.04%
235THOR INDS INC8851601013,840$394,2530.04%
236ISHARES TR46434V6215,627$390,6270.04%
237DOORDASH INCDASH1,713$387,9610.04%
238RELX PLCRLXXF9,511$384,4350.04%
239ISHARES TR464287614797$377,0360.04%
240WW GRAINGER INC384802104373$376,3760.04%
241FASTENAL COFAST9,108$365,5050.04%
242VALE S AVALE27,938$364,0330.04%
243FIFTH THIRD BANCORPFITBM7,752$362,8720.04%
244ARES CAPITAL CORPARCC17,915$362,4180.04%
245UNIVERSAL DISPLAY CORPOLED3,093$361,2010.04%
246CARRIER GLOBAL CORPORATIONCARR6,831$360,9510.04%
247MASCO CORPMAS5,668$359,6920.04%
248TOAST INCTOST10,033$356,2720.04%
249POOL CORPPOOL1,535$351,1320.04%
250AUTODESK INCADSK1,185$350,7720.04%
251VANGUARD INDEX FDS9229087511,351$348,3880.04%
252SITEONE LANDSCAPE SUPPLY INCSITE2,791$347,6470.04%
253BRIDGEBIO PHARMA INCBBIO4,537$347,0360.04%
254ISHARES TR46432F8423,857$345,0050.03%
255INTEL CORPINTC9,305$343,3700.03%
256VULCAN MATLS CO9291601091,199$341,9790.03%
257NATERA INCNTRA1,483$339,7410.03%
258PRINCIPAL FINANCIAL GROUP INPFG3,838$338,5500.03%
259KLA CORPKLAC277$336,5780.03%
260VANGUARD BD INDEX FDS9219378274,212$331,9480.03%
261STRYKER CORPORATIONSYK943$331,3520.03%
262TWILIO INCTWLO2,312$328,8590.03%
263HILTON WORLDWIDE HLDGS INCHLT1,119$321,4330.03%
264BRITISH AMERN TOB PLC1104481075,654$320,1410.03%
265CONSTELLATION BRANDS INCSTZ2,312$318,9640.03%
266UNITED PARCEL SERVICE INCUPS3,174$314,8160.03%
267DANAHER CORPORATION2358511021,375$314,7650.03%
268PENTAIR PLCPNR3,022$314,7120.03%
269CMS ENERGY CORPCMS-PC4,460$311,8880.03%
270HAMILTON LANE INCHLNE2,311$310,3910.03%
271HUBBELL INCHUBB698$309,9890.03%
272SCHWAB CHARLES CORPSCHW-PJ3,026$302,3280.03%
273CHOICE HOTELS INTL INC1699051063,159$300,9270.03%
274PALO ALTO NETWORKS INCPANW1,633$300,7990.03%
275QUALCOMM INCQCOM1,740$297,6910.03%
276DOMINOS PIZZA INCDPZ713$297,1930.03%
277IDEXX LABS INC45168D104439$296,9970.03%
278NVENT ELECTRIC PLCNVT2,900$295,7130.03%
279MONDELEZ INTL INC6092071055,436$292,6200.03%
280ISHARES TR4642888774,086$291,7820.03%
281CREDIT ACCEP CORP MICH225310101654$290,0230.03%
282XYLEM INCXYL2,125$289,3830.03%
283KRATOS DEFENSE & SEC SOLUTIO50077B2073,665$278,2110.03%
284SPOTIFY TECHNOLOGY S ASPOT475$275,8380.03%
285TENET HEALTHCARE CORPTHC1,381$274,4330.03%
286TOMPKINS FINL CORP8901101093,781$274,1990.03%
287ISHARES TR4642874652,832$271,9570.03%
288CHEMED CORP NEWCHE634$271,2640.03%
289CHIPOTLE MEXICAN GRILL INCCMG7,231$267,5470.03%
290HSBC HLDGS PLCHBCYF3,400$267,4780.03%
291SNOWFLAKE INCSNOW1,218$267,1810.03%
292AMEREN CORPAEE2,665$266,1270.03%
293ROBLOX CORPRBLX3,269$264,8880.03%
294PEOPLES FINL SVCS CORP7110401055,393$262,6940.03%
295ISHARES TR46434V8036,321$261,4370.03%
296STARBUCKS CORPSBUX3,103$261,3040.03%
297VANECK ETF TRUST92189F1063,004$257,6540.03%
298APOLLO GLOBAL MGMT INC03769M1061,765$255,5020.03%
299AFLAC INCAFL2,317$255,4960.03%
300SYNCHRONY FINANCIALSYF-PB3,048$254,2950.03%
301EDISON INTL2810201074,224$253,5250.03%
302EQUINOR ASASTOHF10,714$253,1720.03%
303ENOVIX CORPORATIONENVX34,630$253,1460.03%
304CYTOKINETICS INCCYTK3,982$253,0170.03%
305SBA COMMUNICATIONS CORP NEWSBAC1,295$250,4920.03%
306HP INCHPQ11,220$249,9740.03%
307CARVANA COCVNA589$248,5700.03%
308ASCENDIS PHARMA A/SASND1,165$248,4250.03%
309EXPONENT INCEXPO3,545$246,2360.02%
310VERISK ANALYTICS INCVRSK1,094$244,7170.02%
311BEONE MEDICINES LTDBEIGF787$239,0990.02%
312TEXAS INSTRS INC8825081041,372$238,0290.02%
313BOEING COBA-PA1,094$237,5300.02%
314NEWMONT CORPNEMCL2,330$232,6510.02%
315VANECK ETF TRUST92189H8053,134$231,6830.02%
316ALNYLAM PHARMACEUTICALS INCALNY582$231,4330.02%
317SLB LIMITEDSLB5,745$220,4940.02%
318WP CAREY INC92936U1093,425$220,4330.02%
319ISHARES TR4642881822,366$220,3220.02%
320BARRICK MNG CORP06849F1085,054$220,1020.02%
321ISHARES TR46438G4148,673$213,8690.02%
322YUM BRANDS INCYUM1,409$213,1540.02%
323AIRBNB INCABNB1,561$211,8590.02%
324FIDELITY COVINGTON TRUST31609A3055,043$210,2940.02%
325VANGUARD INDEX FDS9229087441,086$207,4160.02%
326ISHARES TR46435G1938,827$206,4170.02%
327BLACKSTONE MTG TR INCBX10,777$206,1650.02%
328ILLINOIS TOOL WKS INC452308109836$205,9070.02%
329DIAGEO PLCDGEAF2,375$204,8920.02%
330BLUE OWL CAPITAL CORPORATIONOWL16,447$204,4370.02%
331VANGUARD SPECIALIZED FUNDS921908844927$203,7370.02%
332ISHARES TR4642883233,781$202,3220.02%
333ISHARES TR46432F8759,428$201,9480.02%
334CANADIAN NATL RY CO1363751022,039$201,5560.02%
335THREDUP INCTDUP31,366$200,4290.02%
336NASDAQ INCNDAQ2,060$200,0880.02%
337REPOSITRAK INCTRAK12,775$158,0270.02%
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