DOSSIER · 13F-HR · Q2 2026

LCW Services, LLC

$230M in tracked AUM across 40 positions as of Q2 2026.

LS
CIK 0002110690 · last filed Jun 30, 2026
Total AUM
$230M
as of Q2 2026
Holdings
40
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LCW Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$47M63K20.4%
02
SCHF
SCHWAB STRATEGIC TR
$37M1.3M16.1%
03
IJH
ISHARES TR
$24M309K10.4%
04
BND
VANGUARD BD INDEX FDS
$15M200K6.4%
05
VWO
VANGUARD INTL EQUITY INDEX F
$14M241K6.3%
06
RSP
INVESCO EXCHANGE TRADED FD T
$9M44K4.1%
07
SDVY
FIRST TR EXCHANGE TRADED FD
$9M217K4.1%
08
SPY
STATE STR SPDR S&P 500 ETF T
$8M10K3.4%
09
VLUE
ISHARES TR
$7M36K3.1%
10
XLRE
SELECT SECTOR SPDR TR
$7M158K3.0%

Filing history

2026Q2Jun 30
$230M 14.1%
40 positionsView →
2026Q1Mar 31
$201M 7.2%
39 positionsView →
2025Q4Dec 31
$188M
39 positionsView →