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CIK: 0002110690
Total reported value
$229.6M
$229.6M
39 檔
48.5%
According to the latest 13F quarterly dataset, LCW Services, LLC managed an equity portfolio of $229.6M at the end of Q4 2025, spanning 39 distinct U.S. exchange-listed positions.
During Q4 2025, LCW Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.84% | +0.72% | — | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 15.44% | +0.31% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.34% | +0.31% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.56% | +0.04% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.11% | -0.13% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.68% | +0.05% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.50% | -0.11% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.28% | +0.20% | — | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.98% | +0.26% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.95% | -0.10% | — | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.74% | +0.09% | — | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.49% | -0.04% | — | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.37% | -0.18% | — | |
| 14 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.09% | -0.62% | — | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.69% | -0.15% | — | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.08% | — | |
| 17 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.84% | -0.12% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.01% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.14% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.72% | — | — | |
| 21 | INTF | Ishares International Equity | ETF-Other | 0.70% | -0.05% | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | — | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.24% | — | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.41% | — | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.04% | — | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | — | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.27% | -0.17% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.03% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.20% | -0.03% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | -0.02% | — | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.15% | -0.03% | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.02% | — | |
| 36 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.12% | -0.01% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | -0.01% | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.10% | NEW | |
| 39 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.07% | +0.10% | — |
According to official SEC Form 13F filings, LCW Services, LLC reported a total U.S. public equity portfolio value of $229.6M across 39 disclosed positions in Q4 2025.
During Q4 2025, LCW Services, LLC's top holdings by market value included IVV (20.8%)、SCHF (15.4%)、IJH (10.3%). The largest single position, IVV, represented 20.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, IJH) accounted for 48.5% of total reported equity market value during Q4 2025.
In Q4 2025, LCW Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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