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LVM Capital Management, Ltd.
Craig A. Vander Molen · Investment Advisor · Value
LVM Capital Management, Ltd. was founded in 1988 by Russ Leonard and Craig A. Vander Molen as a research-intensive investment management firm. Headquartered in Portage, Michigan, with an additional office in Naples, Florida, the firm provides fee-only wealth management and financial planning services to high-net-worth individuals, families, and institutions. LVM's focus is on wealth accumulation and preservation through a disciplined, research-driven process. The firm operates as a Registered Investment Advisor, adhering to a fiduciary standard that prioritizes client interests. Over its history, it has expanded its capabilities from pure investment management to a holistic wealth management solution, maintaining a commitment to personalized service and internal research led by a team of Chartered Financial Analysts.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.2% |
| YTD return | +14.2% |
| Sharpe ratio | 3.28 |
| Win rate | 57% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lvmcapital.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.1% | +23.8% |
| MSFT | Microsoft Corporation | 10.5% | -0.5% |
| AVGO | Broadcom Inc | 10.3% | +6.1% |
| LLY | Eli Lilly and Company | 7.1% | +32.9% |
| GOOGL | Alphabet Inc Class A | 5.8% | +33.0% |
| ABBV | AbbVie Inc | 5.4% | +8.3% |
| CSCO | Cisco Systems Inc | 5.1% | +52.4% |
| MS | Morgan Stanley | 4.9% | +36.7% |
| XOM | Exxon Mobil Corp | 4.7% | +35.8% |
| JNJ | Johnson & Johnson | 4.6% | +44.7% |
| AMAT | Applied Materials Inc | 3.7% | +96.2% |
| AXP | American Express Company | 3.2% | -0.6% |
| PG | Procter & Gamble Company | 3.1% | -3.6% |
| NVT | nVent Electric PLC | 2.9% | +47.0% |
| NOC | Northrop Grumman Corporation | 2.6% | -15.9% |
| JPM | JPMorgan Chase & Co | 2.5% | +16.1% |
| PANW | Palo Alto Networks Inc | 2.5% | +15.5% |
| SYK | Stryker Corporation | 2.5% | -10.2% |
| NVDA | NVIDIA Corporation | 2.4% | +3.8% |
| AMZN | Amazon.com Inc | 2.2% | -2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | MS | 4.9% → 4.9% |
| Aug 31, 2026 | BUY | GOOGL | 5.6% → 5.8% |
| Aug 31, 2026 | SELL | XOM | 4.7% → 4.7% |
| Aug 31, 2026 | SELL | PANW | 2.6% → 2.5% |
| Aug 31, 2026 | BUY | AMZN | 0.0% → 2.2% |
Investment Style Analysis
LVM Capital Management, Ltd. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, LVM Capital Management, Ltd. made a significant move by increasing exposure to MS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
LVM's investment philosophy is rooted in the belief that matching a portfolio's risk profile to a client's specific objectives is critical for long-term success. The firm utilizes a combination of quantitative and fundamental analysis to select securities, prioritizing companies with high, sustainable return on equity, strong balance sheets, and well-defined growth prospects. A cornerstone of their strategy is a strict adherence to valuation; LVM seeks to identify companies where the intrinsic value significantly exceeds the current market price. This value-conscious approach ensures that capital is committed only when the expected future cash flows justify the investment, aiming to avoid the risks associated with overpayment. All research is conducted entirely in-house to maintain quality, independence, and a deep understanding of every portfolio holding.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with LVM Capital Management, Ltd..
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Frequently asked questions
How is the simulated portfolio for LVM Capital Management, Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is LVM Capital Management, Ltd.'s largest holding?
As of the latest filing, LVM Capital Management, Ltd.'s top position is Apple Inc (AAPL), representing 14.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is LVM Capital Management, Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +22.2% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.28, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does LVM Capital Management, Ltd. primarily invest in?
LVM Capital Management, Ltd. has a strong preference for the Drug Manufacturers - General sector, which makes up 17.1% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is LVM Capital Management, Ltd.'s portfolio concentrated or diversified?
LVM Capital Management, Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has LVM Capital Management, Ltd. performed in 2026?
Our AI-simulated model portfolio for LVM Capital Management, Ltd. tracks a Year-to-Date (YTD) return of +14.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Craig A. Vander Molen manage LVM Capital Management, Ltd. directly?
Yes, Craig A. Vander Molen serves as the key portfolio manager for LVM Capital Management, Ltd., overseeing the investment strategy and final capital allocation decisions.