Ladenburg Growth A (LGWAX)

LGWAX Holdings Information

LGWAX is a mutual fund with a total of 13 individual holdings.

• Total Holdings: 13
• Top 10 Percentage: 92.91%
• Asset Class: n/a
• Fund Category: Allocation--70% to 85% Equity
• Assets: 131.04M
• Forward PE Ratio: 18.41

Top 25 Holdings

As of May 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SCHV	Schwab U.S. Large-Cap Value ETF	26.16%	1,171,826
2	SCHG	Schwab U.S. Large-Cap Growth ETF	22.11%	946,658
3	WTV	WisdomTree US Value Fund of Benef Interest	8.85%	129,328
4	AVUV	Avantis U.S. Small Cap Value ETF	7.18%	89,924
5	IWP	iShares Russell Mid-Cap Growth ETF	5.40%	56,816
6	XSMO	Invesco S&P SmallCap Momentum ETF	5.33%	90,994
7	FENI	Fidelity Enhanced International ETF	4.90%	182,600
8	HELO	JPMorgan Hedged Equity Laddered Overlay ETF	4.60%	101,580
9	GTO	Invesco Total Return Bond ETF	4.44%	142,420
10	FGXXX	First American Government Obligations Fund	3.93%	5,907,049
11	BOND	PIMCO Active Bond Exchange-Traded Fund	3.56%	58,087
12	BIV	Vanguard Intermediate-Term Bond ETF	3.56%	69,651
13	n/a	Cash	-0.03%	n/a

Data Source: Finnhub Last updated: May 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 9, 2026

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