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Portfolio (Quarterly) Guide ↗

LCW Services, LLC

· CIK 0002110690
13F Portfolio $201M AUM 39 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 24 Added 9 Reduced 3 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITM VANECK ETF TRUST 30,670.0 $1.4M 0.71% -3K -8.1% $46.43 +0.7%
22 IWM ISHARES TR 5,453.0 $1.4M 0.67% +3K +117.1% $248.00 +17.1%
23 VTEB VANGUARD MUN BD FDS 27,105.0 $1.4M 0.67% -3K -8.9% $49.89 +0.6%
24 MUB ISHARES TR 8,567.0 $909K 0.45% +116.0 +1.4% $106.15 +0.7%
25 SCHH SCHWAB STRATEGIC TR 39,121.0 $841K 0.42% +26K +197.9% $21.49 +10.5%
26 IEMG ISHARES INC 10,943.0 $763K 0.38% +2K +25.3% $69.75 +19.7%
27 EUSA ISHARES INC 6,667.0 $679K 0.34% +4K +205.6% $101.77 +9.5%
28 SPTL SPDR SERIES TRUST 25,151.0 $661K 0.33% +6K +31.3% $26.30 -1.5%
29 AGG ISHARES TR 5,654.0 $561K 0.28% +1K +32.1% $99.27 -0.5%
30 VGK VANGUARD INTL EQUITY INDEX F 6,602.0 $544K 0.27% NEW $82.43 +8.4%
31 INTF ISHARES TR 10,750.0 $419K 0.21% -24K -69.1% $38.96 +6.6%
32 FBND FIDELITY MERRIMACK STR TR 8,827.0 $403K 0.20% +792.0 +9.9% $45.62 -0.1%
33 VTI VANGUARD INDEX FDS 1,243.0 $399K 0.20% +400.0 +47.5% $320.90 +15.1%
34 AMZN AMAZON COM INC Consumer Cyclical 1,748.0 $364K 0.18% $208.27 +30.5%
35 VTV VANGUARD INDEX FDS 1,557.0 $305K 0.15% +395.0 +34.0% $196.20 +8.0%
36 NVDA NVIDIA CORPORATION Technology 1,618.0 $282K 0.14% $174.40 +21.9%
37 AAPL APPLE INC Technology 1,047.0 $266K 0.13% $253.79 +22.5%
38 SCHX SCHWAB STRATEGIC TR 9,987.0 $256K 0.13% +722.0 +7.8% $25.64 +15.1%
39 TMCI TREACE MED CONCEPTS INC Healthcare 90,821.0 $122K 0.06% +36K +65.6% $1.34 +116.4%
Page 2 of 2  ·  39 positions

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 87.2%
Technology 6.8%
Consumer Cyclical 4.5%
Healthcare 1.5%