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CIK: 0002110690
Total reported value
$229.6M
$229.6M
39 檔
51.1%
In Q1 2026, LCW Services, LLC's U.S. equity holdings reached a combined market value of $229.6M, distributed across 39 disclosed stock positions.
In Q1 2026, LCW Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, IJH) accounted for 51.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.69% | +0.72% | +6.23% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 15.77% | +0.31% | +6.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.06% | +0.31% | +1.89% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.54% | -0.13% | +15.35% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.21% | +0.04% | +1.03% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.02% | +0.06% | — | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.89% | +0.20% | -2.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.49% | -0.11% | -13.00% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.06% | -0.03% | — | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.89% | -0.62% | +13.17% | |
| 11 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.85% | +0.26% | -1.53% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.71% | +0.09% | +8.29% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.56% | -0.18% | +17.46% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.54% | -0.04% | +10.18% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.04% | -0.10% | -27.58% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.50% | — | +132.31% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.27% | +0.05% | -76.77% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.01% | +48.80% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.08% | +31.16% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.81% | -0.15% | -48.14% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.71% | -0.12% | -8.06% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.04% | +117.08% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.14% | -8.94% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.24% | +1.37% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-Other | 0.42% | -0.03% | +197.93% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | — | +25.34% | |
| 27 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.34% | -0.01% | +205.55% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.33% | -0.17% | +31.34% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.28% | -0.03% | +32.10% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.27% | -0.01% | — | |
| 31 | INTF | Ishares International Equity | ETF-Other | 0.21% | -0.05% | -69.11% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.20% | -0.03% | +9.86% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | -0.02% | +47.45% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | -0.01% | +33.99% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | — | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.02% | +7.79% | |
| 39 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.06% | +0.10% | +65.58% |
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 Q1 2026.
During Q1 2026, LCW Services, LLC's top holdings by market value included IVV (19.7%)、SCHF (15.8%)、IJH (10.1%). The largest single position, IVV, represented 19.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SDVY
市值: $8.1M
Top Position Liquidated / Trimmed
VNQ
前期市值: $1.2M
In Q1 2026, LCW Services, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 9 holdings, and fully liquidating 3 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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