LCW Services, LLC
Portfolio value QoQ: +14.1% 13F does not disclose cash
Top 10 holdings weight77.20%
Top 25 holdings weight97.28%
Positions above 1%18
Effective number of positions10.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.31% Est. buys $10,791,754 · sells $2,815,977
New positions1
Increased17
Decreased19
Closed3
Portfolio value
$229.6M
Positions
40
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 40 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46,869,669 | 20.41% | 62,586 | $7,232,624 | Up ×2 | ||
| SCHF | $36,932,770 | 16.08% | 1,333,313 | $5,188,841 | Up ×2 | ||
| IJH | $23,818,389 | 10.37% | 308,888 | $3,572,828 | Up ×2 | ||
| BND | $14,713,342 | 6.41% | 200,427 | $1,551,742 | Up ×2 | ||
| VWO | $14,356,402 | 6.25% | 240,516 | $1,851,304 | Up ×2 | ||
| RSP | $9,380,735 | 4.09% | 44,089 | $1,541,892 | Up ×1 | ||
| SDVY | $9,364,134 | 4.08% | 217,064 | $1,277,654 | Up ×1 | ||
| SPY | $7,735,044 | 3.37% | 10,358 | $721,127 | Down ×2 | ||
| VLUE | $7,145,437 | 3.11% | 35,761 | $1,413,319 | Down ×2 | ||
| XLRE | $6,947,574 | 3.03% | 157,792 | $789,334 | Up ×1 | ||
| EZU | $6,429,157 | 2.80% | 92,506 | $982,045 | Up ×2 | ||
| TLT | $5,751,770 | 2.50% | 66,556 | $635,413 | Up ×2 | ||
| CGMS | $5,460,069 | 2.38% | 199,783 | $309,868 | Up ×2 | ||
| PDBC | $5,217,533 | 2.27% | 328,560 | $-597,345 | Down ×1 | ||
| VEA | $4,455,875 | 1.94% | 62,539 | $344,729 | Down ×2 | ||
| IWB | $3,453,314 | 1.50% | 8,433 | $443,234 | Down ×1 | ||
| IJR | $3,033,649 | 1.32% | 20,455 | $469,555 | Down ×2 | ||
| VO | $2,629,499 | 1.15% | 32,636 | $328,265 | Up ×2 | ||
| IEFA | $2,207,143 | 0.96% | 22,853 | $117,530 | Down ×1 | ||
| IWM | $1,641,659 | 0.71% | 5,464 | $289,315 | Up ×2 | ||
| IUSB | $1,503,982 | 0.65% | 32,589 | $-125,416 | Down ×2 | ||
| ITM | $1,348,284 | 0.59% | 28,693 | $-75,724 | Down ×2 | ||
| VTEB | $1,210,784 | 0.53% | 23,938 | $-141,484 | Down ×2 | ||
| SCHH | $890,889 | 0.39% | 37,622 | $50,179 | Down ×1 | ||
| IEMG | $882,329 | 0.38% | 10,651 | $119,055 | Down ×1 | ||
| EUSA | $762,218 | 0.33% | 6,675 | $83,717 | Up ×2 | ||
| VGK | $592,864 | 0.26% | 6,696 | $48,661 | Up ×1 | ||
| AGG | $568,947 | 0.25% | 5,748 | $7,664 | Up ×2 | ||
| MUB | $492,792 | 0.21% | 4,579 | $-416,595 | Down ×1 | ||
| VTI | $410,146 | 0.18% | 1,108 | $11,266 | Down ×1 | ||
| AMZN | $409,230 | 0.18% | 1,717 | $45,174 | Down ×1 | ||
| FBND | $393,079 | 0.17% | 8,641 | $-9,609 | Down ×1 | ||
| SPTL | $376,741 | 0.16% | 14,363 | $-284,730 | Down ×1 | ||
| INTF | $362,742 | 0.16% | 8,856 | $-56,078 | Down ×2 | ||
| TMCI | $361,468 | 0.16% | 90,821 | $239,768 | |||
| SCHX | $338,076 | 0.15% | 11,487 | $82,009 | Up ×2 | ||
| VTV | $324,498 | 0.14% | 1,489 | $19,015 | Down ×1 | ||
| NVDA | $323,837 | 0.14% | 1,618 | $41,656 | |||
| AAPL | $302,960 | 0.13% | 1,047 | $37,242 | |||
| SPYG | $227,547 | 0.10% | 1,912 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SPYG | $227,547 | 1,912 | 0.10% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +2K | +$7.2M |
| SCHF | Bought more | +51K | +$5.2M |
| IJH | Bought more | +9K | +$3.6M |
| VWO | Bought more | +9K | +$1.9M |
| BND | Bought more | +22K | +$1.6M |
| RSP | Bought more | +3K | +$1.5M |
| VLUE | Trimmed | -5K | +$1.4M |
| SDVY | Bought more | +12K | +$1.3M |
| EZU | Bought more | +6K | +$982K |
| XLRE | Bought more | +7K | +$789K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.