Position in HOOD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$246,187
+$42,792 QoQ
Shares Held
2,455
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,009
of 1,380 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. HOOD ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,090 | $2,113,763 | |
| 2 | MS |
Morgan Stanley
|
8,532 | $1,783,529 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,086 | $964,925 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,084 | $587,021 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,747 | $530,275 | |
| 6 | HOOD |
Robinhood Markets, Inc.
This page
|
2,455 | $246,187 |
All Filings in HOOD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,187 | 2,455 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $203,395 | 2,935 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||