LCW Services, LLC

Est. AUM

$201.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$39.6M	60680	19.69%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$31.7M	1282583	15.77%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$20.2M	299801	10.06%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$13.2M	178729	6.54%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.5M	231362	6.21%	SOLE
6	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$8.1M	205084	4.02%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.8M	40844	3.90%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.0M	10785	3.49%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET REA	$6.2M	150826	3.06%	SOLE
10	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$5.8M	335732	2.89%	SOLE
11	ISHARES TR	MSCI USA VALUE	$5.7M	40313	2.85%	SOLE
12	ISHARES INC	MSCI EURZONE ETF	$5.4M	86959	2.71%	SOLE
13	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$5.2M	189137	2.56%	SOLE
14	ISHARES TR	20 YR TR BD ETF	$5.1M	59019	2.54%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	64156	2.04%	SOLE
16	ISHARES TR	RUS 1000 ETF	$3.0M	8442	1.50%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$2.6M	20627	1.27%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$2.3M	8013	1.14%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$2.1M	23082	1.04%	SOLE
20	ISHARES TR	CORE UNIVRSL USD	$1.6M	35276	0.81%	SOLE
21	VANECK ETF TRUST	INTRMDT MUNI ETF	$1.4M	30670	0.71%	SOLE
22	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	27105	0.67%	SOLE
23	ISHARES TR	RUSSELL 2000 ETF	$1.4M	5453	0.67%	SOLE
24	ISHARES TR	NATIONAL MUN ETF	$909K	8567	0.45%	SOLE
25	SCHWAB STRATEGIC TR	US REIT ETF	$841K	39121	0.42%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$763K	10943	0.38%	SOLE
27	ISHARES INC	MSCI EQUAL WEITE	$679K	6667	0.34%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$661K	25151	0.33%	SOLE
29	ISHARES TR	CORE US AGGBD ET	$561K	5654	0.28%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$544K	6602	0.27%	SOLE
31	ISHARES TR	INTL EQTY FACTOR	$419K	10750	0.21%	SOLE
32	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$403K	8827	0.20%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$399K	1243	0.20%	SOLE
34	AMAZON COM INC	COM	$364K	1748	0.18%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$305K	1557	0.15%	SOLE
36	NVIDIA CORPORATION	COM	$282K	1618	0.14%	SOLE
37	APPLE INC	COM	$266K	1047	0.13%	SOLE
38	SCHWAB STRATEGIC TR	US LRG CAP ETF	$256K	9987	0.13%	SOLE
39	TREACE MED CONCEPTS INC	COM	$122K	90821	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.