LCW Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), LCW Services, LLC reported 40 stock positions worth $229.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.4% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 16.1%) and iShares Core S&P Midcap ETF (IJH, 10.4%). Compared with Q1 2026, it opened 1 new position, added to 17 and reduced 19. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale Invesco Optimum Yield Divers (PDBC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0002110690
- Portfolio Value
- $229.6M (Q2 2026)
- SEC Filing
- 0001951757-26-001089 ↗ filed Jul 30, 2026
Holdings Value
Holdings 40 stocks · $229.6M
| IVV iShares Core S&P 500 ETF | 20.41% | 62,586 | $46.9M | Add +3.1% |
| SCHF Schwab Intl Equity ETF | 16.08% | 1,333,313 | $36.9M | Add +4.0% |
| IJH iShares Core S&P Midcap ETF | 10.37% | 308,888 | $23.8M | Add +3.0% |
| BND Vanguard Total Bond Market | 6.41% | 200,427 | $14.7M | Add +12.1% |
| VWO Vanguard Ftse Emerging Marke | 6.25% | 240,516 | $14.4M | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 4.09% | 44,089 | $9.4M | Add +7.9% |
| SDVY First Trust Smid Cap Rising | 4.08% | 217,064 | $9.4M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.37% | 10,358 | $7.7M | Reduce -4.0% |
| VLUE iShares MSCI USA Value Facto | 3.11% | 35,761 | $7.1M | Reduce -11.3% |
| XLRE SS Real Estate Select Sector | 3.03% | 157,792 | $6.9M | Add +4.6% |
| EZU iShares MSCI Eurozone ETF | 2.80% | 92,506 | $6.4M | Add +6.4% |
| TLT iShares 20+ Year Treasury BD | 2.50% | 66,556 | $5.8M | Add +12.8% |
| CGMS Cap Group US Multi-Sect Bond | 2.38% | 199,783 | $5.5M | Add +5.6% |
| PDBC Invesco Optimum Yield Divers | 2.27% | 328,560 | $5.2M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 1.94% | 62,539 | $4.5M | Reduce -2.5% |
| IWB iShares Russell 1000 ETF | 1.50% | 8,433 | $3.5M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 1.32% | 20,455 | $3.0M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.15% | 32,636 | $2.6M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 22,853 | $2.2M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.71% | 5,464 | $1.6M | Add +0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.66% | 32,589 | $1.5M | Reduce -7.6% |
| ITM Vaneck Intermediate Muni ETF | 0.59% | 28,693 | $1.3M | Reduce -6.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 23,938 | $1.2M | Reduce -11.7% |
| SCHH Schwab US REIT ETF | 0.39% | 37,622 | $891K | Reduce -3.8% |
| IEMG iShares Core MSCI Emerging | 0.38% | 10,651 | $882K | Reduce -2.7% |
| EUSA iShares MSCI USA Equal Weigh | 0.33% | 6,675 | $762K | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.26% | 6,696 | $593K | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.25% | 5,748 | $569K | Add +1.7% |
| MUB iShares National Muni Bond E | 0.21% | 4,579 | $493K | Reduce -46.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,108 | $410K | Reduce -10.9% |
| AMZN Amazon.com Inc. | 0.18% | 1,717 | $409K | Reduce -1.8% |
| FBND Fidelity Total Bond ETF | 0.17% | 8,641 | $393K | Reduce -2.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.16% | 14,363 | $377K | Reduce -42.9% |
| INTF iShares International Equity | 0.16% | 8,856 | $363K | Reduce -17.6% |
| TMCI Treace Medical Concepts Inc. | 0.16% | 90,821 | $361K | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 11,487 | $338K | Add +15.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,489 | $324K | Reduce -4.4% |
| NVDA Nvidia Corp. | 0.14% | 1,618 | $324K | No change |
| AAPL Apple Inc. | 0.13% | 1,047 | $303K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.10% | 1,912 | $228K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PDBC Invesco Optimum Yield Divers | Reduce -2.1% | 2.27% | −0.62 |
| MUB iShares National Muni Bond E | Reduce -46.5% | 0.21% | −0.24 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -42.9% | 0.16% | −0.16 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.6% | 0.66% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.7% | 0.53% | −0.14 |
| ITM Vaneck Intermediate Muni ETF | Reduce -6.5% | 0.59% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 3.37% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.5% | 1.94% | −0.10 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.96% | −0.08 |
| INTF iShares International Equity | Reduce -17.6% | 0.16% | −0.05 |
| SCHH Schwab US REIT ETF | Reduce -3.8% | 0.39% | −0.03 |
| FBND Fidelity Total Bond ETF | Reduce -2.1% | 0.17% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.9% | 0.18% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.4% | 0.14% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 0.18% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -2.7% | 0.38% | +0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 1.50% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 1.32% | +0.05 |
| VLUE iShares MSCI USA Value Facto | Reduce -11.3% | 3.11% | +0.26 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +3.1% | 20.41% | +0.72 |
| IJH iShares Core S&P Midcap ETF | Add +3.0% | 10.37% | +0.31 |
| SCHF Schwab Intl Equity ETF | Add +4.0% | 16.08% | +0.31 |
| RSP Invesco S&P 500 Equal Weight | Add +7.9% | 4.09% | +0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.10% | +0.10 |
| EZU iShares MSCI Eurozone ETF | Add +6.4% | 2.80% | +0.09 |
| SDVY First Trust Smid Cap Rising | Add +5.8% | 4.08% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.71% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +4.0% | 6.25% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +15.0% | 0.15% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.8% | 1.15% | +0.00 |
| EUSA iShares MSCI USA Equal Weigh | Add +0.1% | 0.33% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.4% | 0.26% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 0.25% | −0.03 |
| XLRE SS Real Estate Select Sector | Add +4.6% | 3.03% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Add +12.8% | 2.50% | −0.04 |
| BND Vanguard Total Bond Market | Add +12.1% | 6.41% | −0.13 |
| CGMS Cap Group US Multi-Sect Bond | Add +5.6% | 2.38% | −0.18 |