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LCW Services

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

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 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	19.7	$40M	61k	653.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	15.8	$32M	1.3M	24.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	10.1	$20M	300k	67.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.5	$13M	179k	73.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.2	$13M	231k	54.05	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.0	$8.1M	205k	39.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$7.8M	41k	191.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.5	$7.0M	11k	650.34	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	3.1	$6.2M	151k	40.83	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.9	$5.8M	336k	17.32	View chart
Ishares Tr Msci Usa Value (VLUE)	2.8	$5.7M	40k	142.19	View chart
Ishares Msci Eurzone Etf (EZU)	2.7	$5.4M	87k	62.64	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.6	$5.2M	189k	27.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.5	$5.1M	59k	86.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$4.1M	64k	64.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$3.0M	8.4k	356.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$2.6M	21k	124.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.3M	8.0k	287.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$2.1M	23k	90.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$1.6M	35k	46.19	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$1.4M	31k	46.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.4M	5.5k	248.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.4M	27k	49.89	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$909k	8.6k	106.15	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$841k	39k	21.49	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$763k	11k	69.75	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$679k	6.7k	101.77	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$662k	25k	26.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$561k	5.7k	99.27	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$544k	6.6k	82.43	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$419k	11k	38.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$403k	8.8k	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$399k	1.2k	320.90	View chart
Amazon (AMZN)	0.2	$364k	1.7k	208.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$306k	1.6k	196.20	View chart
NVIDIA Corporation (NVDA)	0.1	$282k	1.6k	174.40	View chart
Apple (AAPL)	0.1	$266k	1.0k	253.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$256k	10k	25.64	View chart
Treace Med Concepts (TMCI)	0.1	$122k	91k	1.34	View chart

Past Filings by LCW Services

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

LCW Services 2026 Q1 filed April 27, 2026

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