LVZ Advisors, Inc.

RIA/Wealth

LVZ Advisors, Inc. is a RIA/Wealth based in Holland, MI led by Nathan Louis Baumann, reporting $969.2M in AUM as of Q3 2025 with 93% ETF concentration, 82% concentrated in top 10 holdings, and minimal technology exposure.

PresidentNathan Louis Baumann

Portfolio Value: $869.4M
Positions: 157
Top Holding: IVW at 14.26%
Last Reported: Q3 2025

Address240 South River Avenue, Holland, MI, 49423, United States

Top Holdings

Largest long holdings in LVZ Advisors, Inc.'s portfolio (81.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P 500 Growth ETF IVW	ETF ETF	$124.0M	14.26%	+$20.2M Bought	— 1.0M shares	Q4 2013 Held for 11y 11m
2 iShares S&P 500 Value IVE	ETF ETF	$122.9M	14.14%	+$30.1M Bought	— 595.3K shares	Q4 2013 Held for 11y 11m
3 First Trust SMID Cap Rising Dividend Achievers SDVY	ETF ETF	$106.5M	12.25%	+$2.0M Bought	— 2.8M shares	Q1 2024 Held for 1y 8m
4 Dimensional International Core Equity Market DFAI	ETF ETF	$67.8M	7.80%	-$7.0M Sold	— 1.9M shares	Q2 2022 Held for 3y 5m
5 Dimensional US High Profitability DUHP	ETF ETF	$67.7M	7.79%	-$9.6M Sold	— 1.8M shares	Q2 2022 Held for 3y 5m
6 FTCB First Trust Core Investment Grade FTCB	ETF ETF	$65.5M	7.54%	+$677.3K Bought	— 3.1M shares	Q4 2024 Held for 11 months
7 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$62.8M	7.22%	+$20.5M Bought	— 997.5K shares	Q1 2025 Held for 8 months
8 JBND JPMorgan Active Bond JBND	ETF ETF	$50.2M	5.77%	+$347.2K Bought	— 926.5K shares	Q4 2024 Held for 11 months
9 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$33.7M	3.88%	+$366.2K Bought	— 336.2K shares	Q4 2014 Held for 10y 11m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$7.5M	0.86%	+$700.1K Bought	— 11.2K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LVZ Advisors, Inc.'s latest filing

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Market Value

$869.4M

Prior: $825.9M

Q/Q Change

+5.27%

+$43.5M

Net Flows % of MV

-0.469%

Turnover Ratio

6.92%

New Purchases

8 stocks

$2.8M

Added To

67 stocks

+$85.5M

Sold Out Of

4 stocks

$3.0M

Reduced Holdings

43 stocks

-$89.3M

Increased Positions

Position	Shares Δ	Change
1 Perdoceo Education PRDO	New	0 → 15.3K +$575.1K
2 Omnicom Group OMC	New	0 → 6.6K +$539.2K
3 Intuit INTU	New	0 → 633.0 +$432.3K
4 Dover DOV	New	0 → 2.5K +$418.9K
5 D-Wave Quantum QBTS	New	0 → 10.2K +$252.1K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight Technology RSPT	Sold	28.7K → 0 −$1.2M
2 Financial Select Sector SPDR Fund XLF	Sold	21.6K → 0 −$1.1M
3 Cadre Holdings CDRE	Sold	11.6K → 0 −$368.2K
4 Integer Holdings ITGR	Sold	2.8K → 0 −$348.9K
5 iShares Core S&P Mid-Cap ETF IJH	-92.83%	1.1M → 79.0K −$66.8M