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CIK: 0002110690
Total reported value
$239.7M
$239.7M
40 檔
57.0%
In Q2 2026, LCW Services, LLC's U.S. equity holdings reached a combined market value of $239.7M, distributed across 40 disclosed stock positions.
During Q2 2026, LCW Services, LLC performed routine portfolio adjustments (1 new buys, 17 additions, 19 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, IJH) accounted for 57.0% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.41% | +0.76% | +3.14% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 16.08% | +0.36% | +3.96% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.37% | -0.52% | +3.03% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.41% | -0.15% | +12.14% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.25% | +0.13% | +3.96% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.09% | +0.02% | +7.94% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.08% | -0.20% | +5.84% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.37% | -0.03% | -3.96% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 3.11% | -0.03% | -11.29% | |
| 10 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.03% | -0.09% | +4.62% | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.80% | -0.05% | +6.38% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.50% | -0.19% | +12.77% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.38% | -0.07% | +5.63% | |
| 14 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.27% | +0.49% | -2.14% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.94% | -0.08% | -2.52% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.50% | +0.11% | -0.11% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.32% | -0.17% | -0.83% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | -0.03% | +307.29% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.01% | -0.99% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | -0.03% | +0.20% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.65% | -0.03% | -7.62% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.59% | -0.34% | -6.45% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.53% | -0.39% | -11.68% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-Other | 0.39% | -0.05% | -3.83% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -0.01% | -2.67% | |
| 26 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.33% | -0.02% | +0.12% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.26% | -0.01% | +1.42% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | +0.01% | +1.66% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | +0.37% | -46.55% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | -0.04% | -10.86% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -1.77% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.17% | -0.01% | -2.11% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.16% | -0.01% | -42.89% | |
| 34 | INTF | Ishares International Equity | ETF-Other | 0.16% | -0.01% | -17.62% | |
| 35 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.16% | +0.01% | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | +15.02% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | -0.01% | -4.37% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.11% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | -0.10% | EXIT |
According to official SEC Form 13F filings, LCW Services, LLC reported a total U.S. public equity portfolio value of $239.7M across 40 disclosed positions in Q2 2026.
During Q2 2026, LCW Services, LLC's top holdings by market value included IVV (20.4%)、SCHF (16.1%)、IJH (10.4%). The largest single position, IVV, represented 20.4% 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
SPYG
市值: $227.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $7.0M
In Q2 2026, LCW Services, LLC made 37 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 19 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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