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LCW Services, LLC

Q2 2026 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    40

  • Value ($000)

    $229,627

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$46.87M
20 %

62,586

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$36.93M
16 %

1,333,313

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$23.82M
10 %

308,888

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$14.71M
6 %

200,427

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$14.36M
6 %

240,516

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$9.38M
4 %

44,089

S
SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
33741X102
$9.36M
4 %

217,064

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$7.74M
3 %

10,358

V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$7.15M
3 %

35,761

X
XLRE

SELECT SECTOR SPDR TR

ST STR REAL ETF
81369Y860
$6.95M
3 %

157,792

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