LCW Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), LCW Services, LLC reported 39 stock positions worth $187.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.8% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 15.4%) and iShares Core S&P Midcap ETF (IJH, 10.3%).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0002110690
- Portfolio Value
- $187.8M (Q4 2025)
- SEC Filing
- 0001951757-26-000419 ↗ filed Feb 11, 2026
Holdings Value
Holdings 39 stocks · $187.8M
| IVV iShares Core S&P 500 ETF | 20.84% | 57,124 | $39.1M | — |
| SCHF Schwab Intl Equity ETF | 15.44% | 1,205,738 | $29.0M | — |
| IJH iShares Core S&P Midcap ETF | 10.34% | 294,243 | $19.4M | — |
| VWO Vanguard Ftse Emerging Marke | 6.56% | 228,998 | $12.3M | — |
| BND Vanguard Total Bond Market | 6.11% | 154,947 | $11.5M | — |
| IJR iShares Core S&P Small-Cap E | 5.68% | 88,798 | $10.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.50% | 12,397 | $8.5M | — |
| RSP Invesco S&P 500 Equal Weight | 4.28% | 41,963 | $8.0M | — |
| VLUE iShares MSCI USA Value Facto | 2.98% | 40,939 | $5.6M | — |
| VEA Vanguard Ftse Developed ETF | 2.95% | 88,593 | $5.5M | — |
| EZU iShares MSCI Eurozone ETF | 2.74% | 80,303 | $5.1M | — |
| TLT iShares 20+ Year Treasury BD | 2.49% | 53,564 | $4.7M | — |
| CGMS Cap Group US Multi-Sect Bond | 2.37% | 161,019 | $4.4M | — |
| PDBC Invesco Optimum Yield Divers | 2.09% | 296,667 | $3.9M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.69% | 68,018 | $3.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 17,599 | $1.6M | — |
| ITM Vaneck Intermediate Muni ETF | 0.84% | 33,358 | $1.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 5,385 | $1.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.80% | 29,765 | $1.5M | — |
| IWB iShares Russell 1000 ETF | 0.72% | 3,634 | $1.4M | — |
| INTF iShares International Equity | 0.70% | 34,802 | $1.3M | — |
| VNQ Vanguard Real Estate ETF | 0.62% | 13,071 | $1.2M | — |
| MUB iShares National Muni Bond E | 0.48% | 8,451 | $905K | — |
| BIV Vanguard Intermediate-Term B | 0.41% | 9,799 | $763K | — |
| IWM iShares Russell 2000 ETF | 0.33% | 2,512 | $618K | — |
| IEMG iShares Core MSCI Emerging | 0.31% | 8,731 | $587K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.27% | 19,150 | $507K | — |
| AGG iShares Core U.S. Aggregate | 0.23% | 4,280 | $427K | — |
| AMZN Amazon.com Inc. | 0.21% | 1,748 | $403K | — |
| FBND Fidelity Total Bond ETF | 0.20% | 8,035 | $370K | — |
| NVDA Nvidia Corp. | 0.16% | 1,618 | $302K | — |
| AAPL Apple Inc. | 0.15% | 1,047 | $285K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 843 | $283K | — |
| SCHH Schwab US REIT ETF | 0.15% | 13,131 | $274K | — |
| SCHX Schwab US Large-Cap ETF | 0.13% | 9,265 | $249K | — |
| EUSA iShares MSCI USA Equal Weigh | 0.12% | 2,182 | $226K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,162 | $222K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 1,913 | $204K | — |
| TMCI Treace Medical Concepts Inc. | 0.07% | 54,850 | $134K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.