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LCW Services

Latest statistics and disclosures from LCW Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHF, IJH, VWO, BND, and represent 60.10% of LCW Services's stock portfolio.
Added to shares of these 10 stocks: IVV, SCHF, IJH, VWO, BND, MUB, RSP, XLRE, SDVY, PZA.
Started 2 new stock positions in MSFT, PZA.
Reduced shares in these 8 stocks: VTEB, ITM, , VTI, IJR, INTF, SCHH, VTV.
Sold out of its position in SPYG.
LCW Services was a net buyer of stock by $13M.
LCW Services has $240M in assets under management (AUM), dropping by 4.38%.
Central Index Key (CIK): 0002110690

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Positions held by LCW Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LCW Services

LCW Services holds 41 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	21.2	$51M	+5%	66k	765.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	16.4	$39M	+7%	1.4M	27.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.9	$24M	+6%	328k	71.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.4	$15M	+7%	258k	59.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.3	$15M	+6%	214k	70.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.1	$9.9M	+7%	47k	208.02	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.9	$9.3M	+5%	229k	40.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.3	$8.0M		11k	762.63	View chart
Ishares Tr Msci Usa Value (VLUE)	3.1	$7.4M	+4%	37k	198.00	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	2.9	$7.0M	+9%	172k	40.91	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.8	$6.6M	+4%	342k	19.30	View chart
Ishares Msci Eurzone Etf (EZU)	2.8	$6.6M	+5%	98k	67.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.3	$5.5M	+7%	71k	77.78	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.3	$5.5M	+5%	211k	26.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.5M		63k	70.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$3.9M	+10%	9.3k	416.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$2.8M		20k	136.04	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.1	$2.7M	+4%	34k	78.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$2.3M	+3%	24k	96.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.6M	+6%	5.8k	277.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$1.5M	+5%	34k	44.09	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.4M	+202%	14k	101.10	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$895k	+3%	11k	81.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$823k		37k	22.04	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$743k		6.7k	111.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$627k	+15%	6.6k	94.54	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.3	$609k	-51%	14k	44.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$603k	+3%	7.0k	86.80	View chart
NVIDIA Corporation (NVDA)	0.2	$598k	+61%	2.6k	228.42	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$443k	NEW	21k	21.39	View chart
Amazon (AMZN)	0.2	$428k		1.7k	249.15	View chart
Treace Med Concepts (TMCI)	0.2	$403k		91k	4.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$386k	+3%	8.9k	43.30	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$370k	+7%	16k	23.85	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$353k	-4%	8.5k	41.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$352k	+2%	12k	30.00	View chart
Apple (AAPL)	0.1	$349k		1.0k	333.02	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$339k	-18%	906.00	374.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$334k	-70%	7.1k	47.36	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$317k		1.5k	216.08	View chart
Microsoft Corporation (MSFT)	0.1	$228k	NEW	444.00	512.90	View chart

Past Filings by LCW Services

SEC 13F filings are viewable for LCW Services going back to 2026

LCW Services 2026 Q3 filed Oct. 21, 2026
LCW Services 2026 Q2 filed July 30, 2026
LCW Services 2026 Q1 filed April 27, 2026

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