§ 13F · FUND PROFILE
LCW Services, LLC.
AUM · $230M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$228K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 63K | $47M | 20.4% | +3% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 1.33M | $37M | 16.1% | +4% |
| 3 | IJH | ISHARES TR | 309K | $24M | 10.4% | +3% |
| 4 | BND | VANGUARD BD INDEX FDS | 200K | $15M | 6.4% | +12% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 241K | $14M | 6.3% | +4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 44K | $9M | 4.1% | +8% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 217K | $9M | 4.1% | +6% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 10K | $8M | 3.4% | −4% |
| 9 | VLUE | ISHARES TR | 36K | $7M | 3.1% | −11% |
| 10 | XLRE | SELECT SECTOR SPDR TR | 158K | $7M | 3.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LCW SIGNAL
AC read
LCW Services, LLC is a Other fund managing $230 million in assets. The fund runs a portfolio of 40 positions.
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