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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, BND, VWO, and represent 59.53% of LCW Services's stock portfolio.
Added to shares of these 10 stocks: VO, BND, IVV, SCHF, IJH, RSP, TLT, VWO, SDVY, EZU.
Started 1 new stock position in SPYG.
Reduced shares in these 10 stocks: VLUE, MUB, SPY, SPTL, VTEB, IUSB, VEA, PDBC, ITM, INTF.
LCW Services was a net buyer of stock by $8.0M.
LCW Services has $230M in assets under management (AUM), dropping by 14.09%.
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 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.4	$47M	+3%	63k	748.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	16.1	$37M	+3%	1.3M	27.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	10.4	$24M	+3%	309k	77.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.4	$15M	+12%	200k	73.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.3	$14M	+3%	241k	59.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.1	$9.4M	+7%	44k	212.77	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.1	$9.4M	+5%	217k	43.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.4	$7.7M	-3%	10k	746.77	View chart
Ishares Tr Msci Usa Value (VLUE)	3.1	$7.1M	-11%	36k	199.81	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	3.0	$6.9M	+4%	158k	44.03	View chart
Ishares Msci Eurzone Etf (EZU)	2.8	$6.4M	+6%	93k	69.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.5	$5.8M	+12%	67k	86.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.4	$5.5M	+5%	200k	27.33	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.3	$5.2M	-2%	329k	15.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.5M	-2%	63k	71.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$3.5M		8.4k	409.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$3.0M		21k	148.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.6M	+307%	33k	80.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$2.2M		23k	96.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.6M		5.5k	300.45	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$1.5M	-7%	33k	46.15	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$1.3M	-6%	29k	46.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.2M	-11%	24k	50.58	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$891k	-3%	38k	23.68	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$882k	-2%	11k	82.84	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$762k		6.7k	114.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$593k		6.7k	88.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$569k		5.7k	98.98	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$493k	-46%	4.6k	107.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$410k	-10%	1.1k	370.17	View chart
Amazon (AMZN)	0.2	$409k		1.7k	238.34	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$393k	-2%	8.6k	45.49	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$377k	-42%	14k	26.23	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$363k	-17%	8.9k	40.96	View chart
Treace Med Concepts (TMCI)	0.2	$362k		91k	3.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$338k	+15%	12k	29.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$325k	-4%	1.5k	217.93	View chart
NVIDIA Corporation (NVDA)	0.1	$324k		1.6k	200.15	View chart
Apple (AAPL)	0.1	$303k		1.0k	289.36	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$228k	NEW	1.9k	119.01	View chart

Past Filings by LCW Services

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

LCW Services 2026 Q2 filed July 30, 2026
LCW Services 2026 Q1 filed April 27, 2026

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