Q3 2026 13F · SEC CIK 2110690

LCW Services, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $239.7M
Reported positions: 41
Holdings vs S&P 500, 3 yrs: —
Assets under management: $234.9M

LCW Services, LLC is a wealth manager that reported 41 positions worth $239.7M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Ishares Tr (IVV, 21.2%), Schwab Strategic Tr (SCHF, 16.4%), Ishares Tr (IJH, 9.9%).

LCW Services, LLC holdings all 41 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LCW Services, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	21.2%	20.4%	66,258	+5.9%	$50.7M
SCHFSchwab Strategic Tr	16.4%	16.1%	1,434,854	+7.6%	$39.4M
IJHIshares Tr	9.9%	10.4%	328,216	+6.3%	$23.6M
VWOVanguard Intl Equity Index F	6.4%	6.3%	257,783	+7.2%	$15.3M
BNDVanguard Bd Index Fds	6.3%	6.4%	213,840	+6.7%	$15.0M
RSPInvesco Exchange Traded Fd T	4.1%	4.1%	47,392	+7.5%	$9.9M
SDVYFirst Tr Exchange Traded Fd	3.9%	4.1%	229,333	+5.7%	$9.3M
SPYState Str Spdr S&p 500 ETF T	3.3%	3.4%	10,494	+1.3%	$8.0M
VLUEIshares Tr	3.1%	3.1%	37,307	+4.3%	$7.4M
XLRESelect Sector Spdr Tr	2.9%	3.0%	172,051	+9.0%	$7.0M
PDBCInvesco Actvely Mngd Etc Fd	2.8%	2.3%	342,382	+4.2%	$6.6M
EZUIshares Inc	2.8%	2.8%	97,919	+5.9%	$6.6M
TLTIshares Tr	2.3%	2.5%	71,301	+7.1%	$5.5M
CGMSCapital Grp Fixed Incm ETF T	2.3%	2.4%	210,700	+5.5%	$5.5M
VEAVanguard Ftse Developed Markets Index Fu	1.9%	1.9%	63,069	+0.8%	$4.5M
IWBIshares Tr	1.6%	1.5%	9,283	+10.1%	$3.9M
IJRIshares Tr	1.1%	1.3%	20,260	-1.0%	$2.8M
VOVanguard Index Fds	1.1%	1.1%	34,195	+4.8%	$2.7M
IEFAIshares Tr	1.0%	1.0%	23,543	+3.0%	$2.3M
IWMIshares Tr	0.7%	0.7%	5,826	+6.6%	$1.6M
IUSBIshares Tr	0.6%	0.7%	34,292	+5.2%	$1.5M
MUBIshares Tr	0.6%	0.2%	13,846	+202.4%	$1.4M
IEMGIshares Inc	0.4%	0.4%	11,029	+3.5%	$895K
SCHHSchwab Strategic Tr	0.3%	0.4%	37,332	-0.8%	$823K
EUSAIshares Inc	0.3%	0.3%	6,676	+0.0%	$743K
AGGIshares Tr	0.3%	0.2%	6,629	+15.3%	$627K
ITMVaneck ETF Trust	0.3%	0.6%	13,829	-51.8%	$608K
VGKVanguard Ftse Europe ETF	0.3%	0.3%	6,951	+3.8%	$603K
NVDANvidia Corporation	0.2%	0.1%	2,618	+61.8%	$598K
PZAInvesco Exch Traded Fd Tr II	0.2%	New	20,710	—	$443K
AMZNAmazon Com Inc	0.2%	0.2%	1,717	+0.0%	$428K
TMCITreace Med Concepts Inc	0.2%	0.2%	90,821	+0.0%	$403K
FBNDFidelity Merrimack Str Tr	0.2%	0.2%	8,913	+3.1%	$386K
SPTLSpdr Series Trust	0.2%	0.2%	15,508	+8.0%	$370K
INTFIshares Tr	0.1%	0.2%	8,501	-4.0%	$353K
SCHXSchwab Strategic Tr	0.1%	0.1%	11,739	+2.2%	$352K
AAPLApple Inc	0.1%	0.1%	1,047	+0.0%	$349K
VTIVanguard Index Fds	0.1%	0.2%	906	-18.2%	$339K
VTEBVanguard Mun Bd Fds	0.1%	0.5%	7,054	-70.5%	$334K
VTVVanguard Index Fds	0.1%	0.1%	1,465	-1.6%	$317K
MSFTMicrosoft Corp	0.1%	New	444	—	$228K

What LCW Services, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

PZA Invesco Exch Traded Fd Tr II0.2% of 13F
MSFT Microsoft Corp0.1% of 13F

Added to

MUB Ishares Tr+202.4% shares
NVDA Nvidia Corporation+61.8% shares
AGG Ishares Tr+15.3% shares
IWB Ishares Tr+10.1% shares
XLRE Select Sector Spdr Tr+9.0% shares
SPTL Spdr Series Trust+8.0% shares
SCHF Schwab Strategic Tr+7.6% shares
RSP Invesco Exchange Traded Fd T+7.5% shares

Reduced

Sold out

SPYG State Street Spdr Portfolio S&p 500 Growwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$239.7M	41
Q2 2026	$229.6M	40
Q1 2026	$201.3M	39
Q4 2025	$187.8M	39

Questions about LCW Services, LLC's portfolio

What stocks does LCW Services, LLC own?

LCW Services, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 41 positions worth $239.7M. The largest are Ishares Tr (IVV) at 21.2%, Schwab Strategic Tr (SCHF) at 16.4%, Ishares Tr (IJH) at 9.9%, Vanguard Intl Equity Index F (VWO) at 6.4% and Vanguard Bd Index Fds (BND) at 6.3%.

What did LCW Services, LLC buy last quarter?

In Q3 2026, LCW Services, LLC added a new position in Invesco Exch Traded Fd Tr II (PZA), a new position in Microsoft Corp (MSFT), Ishares Tr (MUB) (+202.4% shares), Nvidia Corporation (NVDA) (+61.8% shares) and Ishares Tr (AGG) (+15.3% shares), compared with its Q2 2026 filing.

What did LCW Services, LLC sell last quarter?

In Q3 2026, LCW Services, LLC sold all of State Street Spdr Portfolio S&p 500 Grow (SPYG), Vanguard Mun Bd Fds (VTEB) (-70.5% shares), Vaneck ETF Trust (ITM) (-51.8% shares) and Vanguard Index Fds (VTI) (-18.2% shares), compared with its Q2 2026 filing.

When is LCW Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LCW Services, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does LCW Services, LLC manage?

LCW Services, LLC reported $234.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $239.7M.