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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
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IUSB ISHARES TR 32,589.0 $1.5M 0.66% -3K -7.6% $46.15 -2.0%
22 ITM VANECK ETF TRUST 28,693.0 $1.3M 0.59% -2K -6.5% $46.99 -3.5%
23 VTEB VANGUARD MUN BD FDS 23,938.0 $1.2M 0.53% -3K -11.7% $50.58 -3.4%
24 SCHH SCHWAB STRATEGIC TR 37,622.0 $891K 0.39% -1K -3.8% $23.68 -1.0%
25 IEMG ISHARES INC 10,651.0 $882K 0.38% -292.0 -2.7% $82.84 +1.0%
26 EUSA ISHARES INC 6,675.0 $762K 0.33% $114.19 +2.5%
27 VGK VANGUARD INTL EQUITY INDEX F 6,696.0 $593K 0.26% +94.0 +1.4% $88.54 +3.6%
28 AGG ISHARES TR 5,748.0 $569K 0.25% +94.0 +1.7% $98.98 -2.0%
29 MUB ISHARES TR 4,579.0 $493K 0.21% -4K -46.5% $107.62 -3.3%
30 VTI VANGUARD INDEX FDS 1,108.0 $410K 0.18% -135.0 -10.9% $370.17 +2.6%
31 AMZN AMAZON COM INC Consumer Cyclical 1,717.0 $409K 0.18% -31.0 -1.8% $238.34 +8.5%
32 FBND FIDELITY MERRIMACK STR TR 8,641.0 $393K 0.17% -186.0 -2.1% $45.49 -1.7%
33 SPTL SPDR SERIES TRUST 14,363.0 $377K 0.16% -11K -42.9% $26.23 -4.2%
34 INTF ISHARES TR 8,856.0 $363K 0.16% -2K -17.6% $40.96 +6.0%
35 TMCI TREACE MED CONCEPTS INC Healthcare 90,821.0 $361K 0.16% $3.98 +20.9%
36 SCHX SCHWAB STRATEGIC TR 11,487.0 $338K 0.15% +2K +15.0% $29.43 +3.2%
37 VTV VANGUARD INDEX FDS 1,489.0 $324K 0.14% -68.0 -4.4% $217.93 +3.9%
38 NVDA NVIDIA CORPORATION Technology 1,618.0 $324K 0.14% $200.15 +15.1%
39 AAPL APPLE INC Technology 1,047.0 $303K 0.13% $289.36 +10.6%
40 SPYG SPDR SERIES TRUST 1,912.0 $228K 0.10% NEW $119.01 +2.3%
Page 2 of 2  ·  40 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 84.7%
Technology 6.9%
Consumer Cyclical 4.5%
Healthcare 4.0%