Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,103,335
+$969,072 QoQ
Shares Held
20,704
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,439
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $14,482,789 across 7 Credit Services names. V ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
20,704 | $7,103,335 | |
| 2 | MA |
Mastercard Inc
|
6,008 | $3,085,708 | |
| 3 | AXP |
American Express Co
|
4,246 | $1,436,209 | |
| 4 | SYF |
Synchrony Financial
|
17,965 | $1,366,238 | |
| 5 | COF |
Capital One Financial Corp
|
4,497 | $902,188 | |
| 6 | CACC |
Credit Acceptance Corp
|
610 | $388,411 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,648 | $200,700 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,103,335 | 20,704 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,134,263 | 20,296 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,051,024 | 20,105 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,963,810 | 20,399 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,506,822 | 21,143 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,991,677 | 19,950 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,268,969 | 19,836 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,307,359 | 19,303 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,019,738 | 19,125 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,301,682 | 18,997 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,920,615 | 18,900 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,640,681 | 20,176 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,147,853 | 21,677 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,383,533 | 23,878 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,900,850 | 23,589 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,255,961 | 23,957 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,650,935 | 23,622 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,507,214 | 24,833 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,384,376 | 24,846 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,613,745 | 25,202 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,871,454 | 25,111 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,299,178 | 25,028 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $5,143,873 | 23,517 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,883,417 | 19,420 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,479,723 | 12,837 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,907,177 | 11,837 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||