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Portfolio (Quarterly) Guide ↗

LCW Services, LLC

· CIK 0002110690
13F Portfolio $230M AUM 40 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 15 Added 18 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,358.0 $7.7M 3.37% -427.0 -4.0% $746.77 +3.1%
2 VLUE ISHARES TR 35,761.0 $7.1M 3.11% -5K -11.3% $199.81 +2.9%
3 PDBC INVESCO ACTVELY MNGD ETC FD 328,560.0 $5.2M 2.27% -7K -2.1% $15.88 +19.7%
4 VEA VANGUARD TAX-MANAGED FDS 62,539.0 $4.5M 1.94% -2K -2.5% $71.25 +3.5%
5 IJR ISHARES TR 20,455.0 $3.0M 1.32% -172.0 -0.8% $148.31 -2.0%
6 IEFA ISHARES TR 22,853.0 $2.2M 0.96% -229.0 -1.0% $96.58 +4.7%
7 IUSB ISHARES TR 32,589.0 $1.5M 0.66% -3K -7.6% $46.15 -2.0%
8 ITM VANECK ETF TRUST 28,693.0 $1.3M 0.59% -2K -6.5% $46.99 -3.5%
9 VTEB VANGUARD MUN BD FDS 23,938.0 $1.2M 0.53% -3K -11.7% $50.58 -3.4%
10 SCHH SCHWAB STRATEGIC TR 37,622.0 $891K 0.39% -1K -3.8% $23.68 -1.0%
11 IEMG ISHARES INC 10,651.0 $882K 0.38% -292.0 -2.7% $82.84 +1.0%
12 MUB ISHARES TR 4,579.0 $493K 0.21% -4K -46.5% $107.62 -3.3%
13 VTI VANGUARD INDEX FDS 1,108.0 $410K 0.18% -135.0 -10.9% $370.17 +2.6%
14 AMZN AMAZON COM INC Consumer Cyclical 1,717.0 $409K 0.18% -31.0 -1.8% $238.34 +8.5%
15 FBND FIDELITY MERRIMACK STR TR 8,641.0 $393K 0.17% -186.0 -2.1% $45.49 -1.7%
16 SPTL SPDR SERIES TRUST 14,363.0 $377K 0.16% -11K -42.9% $26.23 -4.2%
17 INTF ISHARES TR 8,856.0 $363K 0.16% -2K -17.6% $40.96 +6.0%
18 VTV VANGUARD INDEX FDS 1,489.0 $324K 0.14% -68.0 -4.4% $217.93 +3.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.7%
Technology 6.9%
Consumer Cyclical 4.5%
Healthcare 4.0%