LCW Services, LLC
- SEC CIK
- 0002110690
- Latest filing
- Jul 30, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only.
- Positions
- 39
- No filing for Q3 2025
- Portfolio value
- $187.8M
- No filing for Q3 2025
LCW Services, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 57,124 | $39.1M | 20.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,205,738 | $29.0M | 15.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 294,243 | $19.4M | 10.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 228,998 | $12.3M | 6.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 154,947 | $11.5M | 6.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 88,798 | $10.7M | 5.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,397 | $8.45M | 4.5% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,963 | $8.04M | 4.3% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 40,939 | $5.60M | 3.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 88,593 | $5.53M | 2.9% | – | – | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 80,303 | $5.15M | 2.7% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 53,564 | $4.67M | 2.5% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 161,019 | $4.45M | 2.4% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 296,667 | $3.93M | 2.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 68,018 | $3.17M | 1.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,599 | $1.57M | 0.8% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 33,358 | $1.57M | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,385 | $1.56M | 0.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,765 | $1.50M | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,634 | $1.36M | 0.7% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 34,802 | $1.31M | 0.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,071 | $1.16M | 0.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,451 | $905.2K | 0.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,799 | $763.1K | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,512 | $618.4K | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,731 | $586.9K | 0.3% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 19,150 | $506.9K | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,280 | $427.5K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,748 | $403.5K | 0.2% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 8,035 | $369.9K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,618 | $301.8K | 0.2% | – | – | History |
| AAPLApple Inc. | Stock | 1,047 | $284.6K | 0.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 843 | $282.7K | 0.2% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 13,131 | $274.3K | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,265 | $249.3K | 0.1% | – | – | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 2,182 | $225.6K | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,162 | $221.9K | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,913 | $204.2K | 0.1% | – | – | – |
| TMCITreace Medical Concepts, Inc. | COM | 54,850 | $134.4K | 0.1% | – | – | History |