LVZ, Inc.
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$876.3M
Holdings
161
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVE
ISHARES TR
Q1 2026: Exited (was 592.1k shares)
13.8%
02
$IVW
ISHARES TR
Q1 2026: Exited (was 1.02M shares)
13.5%
03
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.86M shares)
12.9%
04
$SDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 2.81M shares)
12.0%
05
$FTCB
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Sold 95.1% (3.10M → 150.4k shares)
7.8%
06
$JQUA
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.00M shares)
7.1%
07
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 937.1k shares)
5.9%
08
$AGG
ISHARES TR
Q1 2026: Exited (was 338.0k shares)
4.0%
09
$DUHP
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.82M shares)
2.9%
10
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 101.9k shares)
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:54 UTC.