Lcw Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$201.3M
Q ending 2026-03-31
Prior quarter
$187.8M
Q ending 2025-12-31
Change
+7.2% QoQ
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $39.6M | 61K |
| Schwab Strategic Tr | SCHF | Shares | $31.7M | 1.3M |
| Ishares Tr | IJH | Shares | $20.2M | 300K |
| Vanguard Bd Index Fds | BND | Shares | $13.2M | 179K |
| Vanguard Intl Equity Index F | VWO | Shares | $12.5M | 231K |
| First Tr Exchange Traded Fd | SDVY | Shares | $8.1M | 205K |
| Invesco Exchange Traded Fd T | RSP | Shares | $7.8M | 41K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.0M | 11K |
| Select Sector Spdr Tr | XLRE | Shares | $6.2M | 151K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $5.8M | 336K |
| Ishares Tr | VLUE | Shares | $5.7M | 40K |
| Ishares Inc | EZU | Shares | $5.4M | 87K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $5.2M | 189K |
| Ishares Tr | TLT | Shares | $5.1M | 59K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.1M | 64K |
| Ishares Tr | IWB | Shares | $3.0M | 8K |
| Ishares Tr | IJR | Shares | $2.6M | 21K |
| Vanguard Index Fds | VO | Shares | $2.3M | 8K |
| Ishares Tr | IEFA | Shares | $2.1M | 23K |
| Ishares Tr | IUSB | Shares | $1.6M | 35K |
| Vaneck Etf Trust | ITM | Shares | $1.4M | 31K |
| Ishares Tr | IWM | Shares | $1.4M | 5K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.4M | 27K |
| Ishares Tr | MUB | Shares | $909K | 9K |
| Schwab Strategic Tr | SCHH | Shares | $841K | 39K |
| Ishares Inc | IEMG | Shares | $763K | 11K |
| Ishares Inc | EUSA | Shares | $679K | 7K |
| Spdr Series Trust | SPTL | Shares | $661K | 25K |
| Ishares Tr | AGG | Shares | $561K | 6K |
| Vanguard Intl Equity Index F | VGK | Shares | $544K | 7K |
| Ishares Tr | INTF | Shares | $419K | 11K |
| Fidelity Merrimack Str Tr | FBND | Shares | $403K | 9K |
| Vanguard Index Fds | VTI | Shares | $399K | 1K |
| Amazon Com Inc | AMZN | Shares | $364K | 2K |
| Vanguard Index Fds | VTV | Shares | $305K | 2K |
| Nvidia Corporation | NVDA | Shares | $282K | 2K |
| Apple Inc | AAPL | Shares | $266K | 1K |
| Schwab Strategic Tr | SCHX | Shares | $256K | 10K |
| Treace Med Concepts Inc | TMCI | Shares | $122K | 91K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.