§ 13F · FUND PROFILE
LCW Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 39Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$187.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $39.1T | 20.8% | NEW |
| 2 | SCHF | SCHWAB STRATEGIC TR | 1.21M | $29.0T | 15.4% | NEW |
| 3 | IJH | ISHARES TR | 294K | $19.4T | 10.3% | NEW |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 229K | $12.3T | 6.6% | NEW |
| 5 | BND | VANGUARD BD INDEX FDS | 155K | $11.5T | 6.1% | NEW |
| 6 | IJR | ISHARES TR | 89K | $10.7T | 5.7% | NEW |
| 7 | SPY | SPDR S&P 500 ETF TR | 12K | $8.5T | 4.5% | NEW |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 42K | $8.0T | 4.3% | NEW |
| 9 | VLUE | ISHARES TR | 41K | $5.6T | 3.0% | NEW |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $5.5T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LCW SIGNAL
AC read
LCW Services, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed