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LCW Services, LLC

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13F filer, CIK 2110690, VIRGINIA BEACH, VA

LCW Services, LLC reported $229,626,577 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 77.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001089

Period
2026-06-30
Reported value
$230M
Holdings
40
Top 10 weight
77.2%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+24,623$1.98M
BNDadded+21,698$1.59M
IVVadded+1,906$1.43M
SCHFadded+50,730$1.41M
IJHadded+9,087$701K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VLUEreduced-4,552-$910K
MUBreduced-3,988-$429K
SPYreduced-427-$319K
SPTLreduced-10,788-$283K
VTEBreduced-3,167-$160K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001089, largest first. % of portfolio is the value over $229,626,577, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 57,124 shares; 2026Q1: 60,680 shares; 2026Q2: 62,586 shares 62,586$46.9M20.41%+1,906Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,205,738 shares; 2026Q1: 1,282,583 shares; 2026Q2: 1,333,313 shares 1,333,313$36.9M16.08%+50,730Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 294,243 shares; 2026Q1: 299,801 shares; 2026Q2: 308,888 shares 308,888$23.8M10.37%+9,087Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 154,947 shares; 2026Q1: 178,729 shares; 2026Q2: 200,427 shares 200,427$14.7M6.41%+21,698Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 228,998 shares; 2026Q1: 231,362 shares; 2026Q2: 240,516 shares 240,516$14.4M6.25%+9,154Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 41,963 shares; 2026Q1: 40,844 shares; 2026Q2: 44,089 shares 44,089$9.38M4.09%+3,245Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 205,084 shares; 2026Q2: 217,064 shares 217,064$9.36M4.08%+11,980Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,397 shares; 2026Q1: 10,785 shares; 2026Q2: 10,358 shares 10,358$7.74M3.37%-427Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 40,939 shares; 2026Q1: 40,313 shares; 2026Q2: 35,761 shares 35,761$7.15M3.11%-4,552Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 150,826 shares; 2026Q2: 157,792 shares 157,792$6.95M3.03%+6,966Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 80,303 shares; 2026Q1: 86,959 shares; 2026Q2: 92,506 shares 92,506$6.43M2.8%+5,547Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 53,564 shares; 2026Q1: 59,019 shares; 2026Q2: 66,556 shares 66,556$5.75M2.5%+7,537Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 161,019 shares; 2026Q1: 189,137 shares; 2026Q2: 199,783 shares 199,783$5.46M2.38%+10,646Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 296,667 shares; 2026Q1: 335,732 shares; 2026Q2: 328,560 shares 328,560$5.22M2.27%-7,172Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 88,593 shares; 2026Q1: 64,156 shares; 2026Q2: 62,539 shares 62,539$4.46M1.94%-1,617Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,634 shares; 2026Q1: 8,442 shares; 2026Q2: 8,433 shares 8,433$3.45M1.5%-9Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 88,798 shares; 2026Q1: 20,627 shares; 2026Q2: 20,455 shares 20,455$3.03M1.32%-172Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,385 shares; 2026Q1: 8,013 shares; 2026Q2: 32,636 shares 32,636$2.63M1.15%+24,623Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,599 shares; 2026Q1: 23,082 shares; 2026Q2: 22,853 shares 22,853$2.21M0.96%-229Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,512 shares; 2026Q1: 5,453 shares; 2026Q2: 5,464 shares 5,464$1.64M0.71%+11Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,018 shares; 2026Q1: 35,276 shares; 2026Q2: 32,589 shares 32,589$1.5M0.65%-2,687Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,358 shares; 2026Q1: 30,670 shares; 2026Q2: 28,693 shares 28,693$1.35M0.59%-1,977Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,765 shares; 2026Q1: 27,105 shares; 2026Q2: 23,938 shares 23,938$1.21M0.53%-3,167Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,131 shares; 2026Q1: 39,121 shares; 2026Q2: 37,622 shares 37,622$891K0.39%-1,499Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,731 shares; 2026Q1: 10,943 shares; 2026Q2: 10,651 shares 10,651$882K0.38%-292Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,182 shares; 2026Q1: 6,667 shares; 2026Q2: 6,675 shares 6,675$762K0.33%+8Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,602 shares; 2026Q2: 6,696 shares 6,696$593K0.26%+94Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,280 shares; 2026Q1: 5,654 shares; 2026Q2: 5,748 shares 5,748$569K0.25%+94Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,451 shares; 2026Q1: 8,567 shares; 2026Q2: 4,579 shares 4,579$493K0.21%-3,988Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 843 shares; 2026Q1: 1,243 shares; 2026Q2: 1,108 shares 1,108$410K0.18%-135Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,717 shares 1,717$409K0.18%-31Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,035 shares; 2026Q1: 8,827 shares; 2026Q2: 8,641 shares 8,641$393K0.17%-186Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,150 shares; 2026Q1: 25,151 shares; 2026Q2: 14,363 shares 14,363$377K0.16%-10,788Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,802 shares; 2026Q1: 10,750 shares; 2026Q2: 8,856 shares 8,856$363K0.16%-1,894Timeline
TMCITREACE MED CONCEPTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 54,850 shares; 2026Q1: 90,821 shares; 2026Q2: 90,821 shares 90,821$361K0.16%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,265 shares; 2026Q1: 9,987 shares; 2026Q2: 11,487 shares 11,487$338K0.15%+1,500Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,162 shares; 2026Q1: 1,557 shares; 2026Q2: 1,489 shares 1,489$324K0.14%-68Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618$324K0.14%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047$303K0.13%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,913 shares; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912$228K0.1%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001089 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001089 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0001951757-26-000740 Quarter ended 2026-03-312026-04-27acceptance time not in the bulk data set
13F-HR 0001951757-26-000419 Quarter ended 2025-12-312026-02-11acceptance time not in the bulk data set