LCW Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), LCW Services, LLC reported 39 stock positions worth $201.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.7% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 15.8%) and iShares Core S&P Midcap ETF (IJH, 10.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 24 and reduced 9. The biggest buy was a new position in First Trust Smid Cap Rising (SDVY) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0002110690
- Portfolio Value
- $201.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000740 ↗ filed Apr 27, 2026
Holdings Value
Holdings 39 stocks · $201.3M
| IVV iShares Core S&P 500 ETF | 19.69% | 60,680 | $39.6M | Add +6.2% |
| SCHF Schwab Intl Equity ETF | 15.77% | 1,282,583 | $31.7M | Add +6.4% |
| IJH iShares Core S&P Midcap ETF | 10.06% | 299,801 | $20.2M | Add +1.9% |
| BND Vanguard Total Bond Market | 6.54% | 178,729 | $13.2M | Add +15.3% |
| VWO Vanguard Ftse Emerging Marke | 6.21% | 231,362 | $12.5M | Add +1.0% |
| SDVY First Trust Smid Cap Rising | 4.02% | 205,084 | $8.1M | New |
| RSP Invesco S&P 500 Equal Weight | 3.89% | 40,844 | $7.8M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.48% | 10,785 | $7.0M | Reduce -13.0% |
| XLRE SS Real Estate Select Sector | 3.06% | 150,826 | $6.2M | New |
| PDBC Invesco Optimum Yield Divers | 2.89% | 335,732 | $5.8M | Add +13.2% |
| VLUE iShares MSCI USA Value Facto | 2.85% | 40,313 | $5.7M | Reduce -1.5% |
| EZU iShares MSCI Eurozone ETF | 2.71% | 86,959 | $5.4M | Add +8.3% |
| CGMS Cap Group US Multi-Sect Bond | 2.56% | 189,137 | $5.2M | Add +17.5% |
| TLT iShares 20+ Year Treasury BD | 2.54% | 59,019 | $5.1M | Add +10.2% |
| VEA Vanguard Ftse Developed ETF | 2.04% | 64,156 | $4.1M | Reduce -27.6% |
| IWB iShares Russell 1000 ETF | 1.50% | 8,442 | $3.0M | Add +132.3% |
| IJR iShares Core S&P Small-Cap E | 1.27% | 20,627 | $2.6M | Reduce -76.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.14% | 8,013 | $2.3M | Add +48.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.04% | 23,082 | $2.1M | Add +31.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.81% | 35,276 | $1.6M | Reduce -48.1% |
| ITM Vaneck Intermediate Muni ETF | 0.71% | 30,670 | $1.4M | Reduce -8.1% |
| IWM iShares Russell 2000 ETF | 0.67% | 5,453 | $1.4M | Add +117.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.67% | 27,105 | $1.4M | Reduce -8.9% |
| MUB iShares National Muni Bond E | 0.45% | 8,567 | $909K | Add +1.4% |
| SCHH Schwab US REIT ETF | 0.42% | 39,121 | $841K | Add +197.9% |
| IEMG iShares Core MSCI Emerging | 0.38% | 10,943 | $763K | Add +25.3% |
| EUSA iShares MSCI USA Equal Weigh | 0.34% | 6,667 | $679K | Add +205.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.33% | 25,151 | $661K | Add +31.3% |
| AGG iShares Core U.S. Aggregate | 0.28% | 5,654 | $561K | Add +32.1% |
| VGK Vanguard Ftse Europe ETF | 0.27% | 6,602 | $544K | New |
| INTF iShares International Equity | 0.21% | 10,750 | $419K | Reduce -69.1% |
| FBND Fidelity Total Bond ETF | 0.20% | 8,827 | $403K | Add +9.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,243 | $399K | Add +47.5% |
| AMZN Amazon.com Inc. | 0.18% | 1,748 | $364K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 1,557 | $305K | Add +34.0% |
| NVDA Nvidia Corp. | 0.14% | 1,618 | $282K | No change |
| AAPL Apple Inc. | 0.13% | 1,047 | $266K | No change |
| SCHX Schwab US Large-Cap ETF | 0.13% | 9,987 | $256K | Add +7.8% |
| TMCI Treace Medical Concepts Inc. | 0.06% | 90,821 | $122K | Add +65.6% |
Portfolio Sells Q4 2025 → Q1 2026
| IJR iShares Core S&P Small-Cap E | Reduce -76.8% | 1.27% | −4.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.0% | 3.48% | −1.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -27.6% | 2.04% | −0.90 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -48.1% | 0.81% | −0.88 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.62 |
| INTF iShares International Equity | Reduce -69.1% | 0.21% | −0.49 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.41 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.7% | 3.89% | −0.39 |
| VLUE iShares MSCI USA Value Facto | Reduce -1.5% | 2.85% | −0.13 |
| ITM Vaneck Intermediate Muni ETF | Reduce -8.1% | 0.71% | −0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.9% | 0.67% | −0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
Portfolio Buys Q4 2025 → Q1 2026
| SDVY First Trust Smid Cap Rising | New | 4.02% | +4.02 |
| XLRE SS Real Estate Select Sector | New | 3.06% | +3.06 |
| PDBC Invesco Optimum Yield Divers | Add +13.2% | 2.89% | +0.80 |
| IWB iShares Russell 1000 ETF | Add +132.3% | 1.50% | +0.77 |
| BND Vanguard Total Bond Market | Add +15.3% | 6.54% | +0.43 |
| IWM iShares Russell 2000 ETF | Add +117.1% | 0.67% | +0.34 |
| SCHF Schwab Intl Equity ETF | Add +6.4% | 15.77% | +0.34 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +48.8% | 1.14% | +0.31 |
| SCHH Schwab US REIT ETF | Add +197.9% | 0.42% | +0.27 |
| VGK Vanguard Ftse Europe ETF | New | 0.27% | +0.27 |
| EUSA iShares MSCI USA Equal Weigh | Add +205.6% | 0.34% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +31.2% | 1.04% | +0.20 |
| CGMS Cap Group US Multi-Sect Bond | Add +17.5% | 2.56% | +0.19 |
| IEMG iShares Core MSCI Emerging | Add +25.3% | 0.38% | +0.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +31.3% | 0.33% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +10.2% | 2.54% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +32.1% | 0.28% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +47.5% | 0.20% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +34.0% | 0.15% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +9.9% | 0.20% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +7.8% | 0.13% | −0.01 |
| TMCI Treace Medical Concepts Inc. | Add +65.6% | 0.06% | −0.01 |
| MUB iShares National Muni Bond E | Add +1.4% | 0.45% | −0.03 |
| EZU iShares MSCI Eurozone ETF | Add +8.3% | 2.71% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 10.06% | −0.28 |
| VWO Vanguard Ftse Emerging Marke | Add +1.0% | 6.21% | −0.34 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 19.69% | −1.14 |