Lcw Services, LLC Top Holdings and 13F Report (2026) About Lcw Services, LLCInvestment ActivityLcw Services, LLC has $239.70 million in total holdings as of September 30, 2026.Lcw Services, LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Lcw Services, LLC has purchased 40 new stocks and bought additional shares in 29 stocks.Lcw Services, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $50,743,417Schwab International Equity ETF $39,415,439iShares Core S&P Mid-Cap ETF $23,615,143Vanguard FTSE Emerging Markets ETF $15,289,088Vanguard Total Bond Market ETF $15,000,873 Largest New Holdings this Quarter 46138E537 - Invesco National AMT-Free Municipal Bond ETF $442,987 Holding594918104 - Microsoft $227,728 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,672 shares (about $2.81M)Schwab International Equity ETF 101,541 shares (about $2.79M)iShares Core S&P Mid-Cap ETF 19,328 shares (about $1.39M)Vanguard FTSE Emerging Markets ETF 17,267 shares (about $1.02M)Vanguard Total Bond Market ETF 13,413 shares (about $940.92K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 16,884 shares (about $799.63K)VanEck Intermediate Muni ETF 14,864 shares (about $654.02K)Vanguard Total Stock Market ETF 202 shares (about $75.63K)iShares Core S&P Small-Cap ETF 195 shares (about $26.53K)iShares International Equity Factor ETF 355 shares (about $14.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLcw Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$50,743,417$2,812,186 ▲5.9%66,25821.2%ETFSCHFSchwab International Equity ETF$39,415,439$2,789,331 ▲7.6%1,434,85416.4%ETFIJHiShares Core S&P Mid-Cap ETF$23,615,143$1,390,650 ▲6.3%328,2169.9%ETFVWOVanguard FTSE Emerging Markets ETF$15,289,088$1,024,104 ▲7.2%257,7836.4%ETFBNDVanguard Total Bond Market ETF$15,000,873$940,922 ▲6.7%213,8406.3%ETFRSPInvesco S&P 500 Equal Weight ETF$9,858,465$687,089 ▲7.5%47,3924.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9,306,347$497,877 ▲5.7%229,3333.9%ETFSPYSPDR S&P 500 ETF Trust$8,003,039$103,718 ▲1.3%10,4943.3%ETFVLUEiShares MSCI USA Value Factor ETF$7,386,832$306,110 ▲4.3%37,3073.1%ETFXLREReal Estate Select Sector SPDR Fund$7,038,620$583,337 ▲9.0%172,0512.9%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$6,607,973$266,765 ▲4.2%342,3822.8%ETFEZUiShares MSCI Eurozone ETF$6,592,876$364,457 ▲5.9%97,9192.8%ETFTLTiShares 20+ Year Treasury Bond ETF$5,545,792$369,066 ▲7.1%71,3012.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$5,526,661$286,353 ▲5.5%210,7002.3%ETFVEAVanguard FTSE Developed Markets ETF$4,453,278$37,423 ▲0.8%63,0691.9%ETFIWBiShares Russell 1000 ETF$3,862,935$353,711 ▲10.1%9,2831.6%ETFIJRiShares Core S&P Small-Cap ETF$2,756,170$26,528 ▼-1.0%20,2601.1%ETFVOVanguard Mid-Cap ETF$2,681,588$122,258 ▲4.8%34,1951.1%ETFIEFAiShares Core MSCI EAFE ETF$2,280,846$66,847 ▲3.0%23,5431.0%ETFIWMiShares Russell 2000 ETF$1,618,987$100,596 ▲6.6%5,8260.7%ETFIUSBiShares Core Total USD Bond Market ETF$1,511,934$75,085 ▲5.2%34,2920.6%ETFMUBiShares National Muni Bond ETF$1,399,831$936,894 ▲202.4%13,8460.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$895,114$30,678 ▲3.5%11,0290.4%ETFSCHHSchwab U.S. REIT ETF$822,797$6,392 ▼-0.8%37,3320.3%ETFEUSAiShares MSCI USA Equal Weighted ETF$743,306$111 ▲0.0%6,6760.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$626,706$83,290 ▲15.3%6,6290.3%ETFITMVanEck Intermediate Muni ETF$608,476$654,016 ▼-51.8%13,8290.3%ETFVGKVanguard FTSE Europe ETF$603,347$22,134 ▲3.8%6,9510.3%ETFNVDANVIDIA$598,003$228,420 ▲61.8%2,6180.2%TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$442,987$442,987 ▲New Holding20,7100.2%ETFAMZNAmazon.com$427,7910.0%1,7170.2%Consumer DiscretionaryTMCITreace Medical Concepts$403,2450.0%90,8210.2%HealthcareFBNDFidelity Total Bond ETF$385,933$11,778 ▲3.1%8,9130.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$369,866$27,308 ▲8.0%15,5080.2%ETFINTFiShares International Equity Factor ETF$352,877$14,736 ▼-4.0%8,5010.1%ETFSCHXSchwab US Large-Cap ETF$352,170$7,560 ▲2.2%11,7390.1%ETFAAPLApple$348,6720.0%1,0470.1%TechnologyVTIVanguard Total Stock Market ETF$339,216$75,631 ▼-18.2%9060.1%ETFVTEBVanguard Tax-Exempt Bond ETF$334,077$799,625 ▼-70.5%7,0540.1%ETFVTVVanguard Value ETF$316,557$5,186 ▼-1.6%1,4650.1%ETFMSFTMicrosoft$227,728$227,728 ▲New Holding4440.1%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$0$227,547 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
