13F-HR filed by LCW Services, LLC
LCW Services, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-30, with 40 holding rows worth $229,626,577.
- Accession
- 0001951757-26-001089
- Filer
- CIK 2110690
- Filed
- 2026-07-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 40 entries on the cover page, a total value of $229,626,577 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,626,577 with VALUE read as dollars as filed, 13F file number 028-26202. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 62,586 | $46,869,669 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 1,333,313 | $36,932,770 | dollars as filed | |
| IJH | 464287507 | COM | 308,888 | $23,818,389 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 200,427 | $14,713,342 | dollars as filed | |
| VWO | 922042858 | SHS | 240,516 | $14,356,402 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 44,089 | $9,380,735 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 217,064 | $9,364,134 | dollars as filed | |
| SPY | 78462F103 | SHS | 10,358 | $7,735,044 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 35,761 | $7,145,437 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 157,792 | $6,947,574 | dollars as filed | |
| ISHARES INC MSCI EURZONE ETF | 464286608 | MSCI EURZONE ETF | 92,506 | $6,429,157 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 66,556 | $5,751,770 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 199,783 | $5,460,069 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 328,560 | $5,217,533 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 62,539 | $4,455,875 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 8,433 | $3,453,314 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 20,455 | $3,033,649 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 32,636 | $2,629,499 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 22,853 | $2,207,143 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 5,464 | $1,641,659 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 32,589 | $1,503,982 | dollars as filed | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 28,693 | $1,348,284 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 23,938 | $1,210,784 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 37,622 | $890,889 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 10,651 | $882,329 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 6,675 | $762,218 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 6,696 | $592,864 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 5,748 | $568,947 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,579 | $492,792 | dollars as filed | |
| VTI | 922908769 | COM | 1,108 | $410,146 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,717 | $409,230 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 8,641 | $393,079 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 14,363 | $376,741 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 8,856 | $362,742 | dollars as filed | |
| TREACE MED CONCEPTS INC | 89455T109 | COM | 90,821 | $361,468 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 11,487 | $338,076 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,489 | $324,498 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,618 | $323,837 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,047 | $302,960 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 1,912 | $227,547 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001089 | this filing | 2026-07-30 | acceptance time not in the bulk data set |