LCW Services, LLC

Name: LCW Services, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002110690 · VIRGINIA BEACH, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗

LCW Services, LLC reported 40 positions worth $229.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVV (20.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$229.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

77.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 40 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES TR	SH	$46.9M	20.41%	62,586	—	—
▸ 2	SCHF	SCHWAB STRATEGIC TR	SH	$36.9M	16.08%	1,333,313	—	—
▸ 3	IJH	ISHARES TR	SH	$23.8M	10.37%	308,888	—	—
▸ 4	BND	VANGUARD BD INDEX FDS	SH	$14.7M	6.41%	200,427	—	—
▸ 5	VWO	VANGUARD INTL EQUITY INDEX F	SH	$14.4M	6.25%	240,516	—	—
▸ 6	RSP	INVESCO EXCHANGE TRADED FD T	SH	$9.4M	4.08%	44,089	—	—
▸ 7	SDVY	FIRST TR EXCHANGE TRADED FD	SH	$9.4M	4.08%	217,064	—	—
▸ 8	SPY	STATE STR SPDR S&P 500 ETF T	SH	$7.7M	3.37%	10,358	—	—
▸ 9	VLUE	ISHARES TR	SH	$7.1M	3.11%	35,761	—	—
▸ 10	XLRE	SELECT SECTOR SPDR TR	SH	$6.9M	3.03%	157,792	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LCW Services, LLC hold as of Q2 2026?

LCW Services, LLC reported 40 positions worth $229.6M in its Q2 2026 13F filing. Largest positions: IVV (20.4%), SCHF (16.1%), IJH (10.4%), BND (6.4%) and VWO (6.3%).

What did LCW Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LCW Services, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.