—

LCW Services, LLC

Q1 2026 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    39

  • Value ($000)

    $201,260

  • Date Filed
    04/27/2026
  • Form type
    13F-HR
  • CIK
    0002110690
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$39.64M
20 %

60,680

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$31.74M
16 %

1,282,583

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$20.25M
10 %

299,801

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$13.16M
7 %

178,729

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$12.51M
6 %

231,362

S
SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
33741X102
$8.09M
4 %

205,084

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$7.84M
4 %

40,844

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$7.01M
4 %

10,785

X
XLRE

SELECT SECTOR SPDR TR

STATE STREET REA
81369Y860
$6.16M
3 %

150,826

P
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$5.81M
3 %

335,732

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 39