Lcw Services, LLC Top Holdings and 13F Report (2026) About Lcw Services, LLCInvestment ActivityLcw Services, LLC has $229.63 million in total holdings as of June 30, 2026.Lcw Services, LLC owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Lcw Services, LLC has purchased 39 new stocks and bought additional shares in 17 stocks.Lcw Services, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,869,669Schwab International Equity ETF $36,932,770iShares Core S&P Mid-Cap ETF $23,818,389Vanguard Total Bond Market ETF $14,713,342Vanguard FTSE Emerging Markets ETF $14,356,402 Largest New Holdings this Quarter 78464A409 - SPDR Portfolio S&P 500 Growth ETF $227,547 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 24,623 shares (about $1.98M)Vanguard Total Bond Market ETF 21,698 shares (about $1.59M)iShares Core S&P 500 ETF 1,906 shares (about $1.43M)Schwab International Equity ETF 50,730 shares (about $1.41M)iShares Core S&P Mid-Cap ETF 9,087 shares (about $700.70K) Largest Sales this Quarter iShares MSCI USA Value Factor ETF 4,552 shares (about $909.54K)iShares National Muni Bond ETF 3,988 shares (about $429.19K)SPDR S&P 500 ETF Trust 427 shares (about $318.87K)SPDR Portfolio Long Term Treasury ETF 10,788 shares (about $282.97K)Vanguard Tax-Exempt Bond ETF 3,167 shares (about $160.19K) 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$46,869,669$1,427,373 â–²3.1%62,58620.4%ETFSCHFSchwab International Equity ETF$36,932,770$1,405,221 â–²4.0%1,333,31316.1%ETFIJHiShares Core S&P Mid-Cap ETF$23,818,389$700,700 â–²3.0%308,88810.4%ETFBNDVanguard Total Bond Market ETF$14,713,342$1,592,850 â–²12.1%200,4276.4%ETFVWOVanguard FTSE Emerging Markets ETF$14,356,402$546,402 â–²4.0%240,5166.3%ETFRSPInvesco S&P 500 Equal Weight ETF$9,380,735$690,433 â–²7.9%44,0894.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9,364,134$516,817 â–²5.8%217,0644.1%ETFSPYSPDR S&P 500 ETF Trust$7,735,044$318,871 â–¼-4.0%10,3583.4%ETFVLUEiShares MSCI USA Value Factor ETF$7,145,437$909,539 â–¼-11.3%35,7613.1%ETFXLREReal Estate Select Sector SPDR Fund$6,947,574$306,713 â–²4.6%157,7923.0%ETFEZUiShares MSCI Eurozone ETF$6,429,157$385,516 â–²6.4%92,5062.8%ETFTLTiShares 20+ Year Treasury Bond ETF$5,751,770$651,348 â–²12.8%66,5562.5%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$5,460,069$290,955 â–²5.6%199,7832.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$5,217,533$113,891 â–¼-2.1%328,5602.3%ETFVEAVanguard FTSE Developed Markets ETF$4,455,875$115,211 â–¼-2.5%62,5391.9%ETFIWBiShares Russell 1000 ETF$3,453,314$3,686 â–¼-0.1%8,4331.5%ETFIJRiShares Core S&P Small-Cap ETF$3,033,649$25,509 â–¼-0.8%20,4551.3%ETFVOVanguard Mid-Cap ETF$2,629,499$1,983,888 â–²307.3%32,6361.1%ETFIEFAiShares Core MSCI EAFE ETF$2,207,143$22,117 â–¼-1.0%22,8531.0%ETFIWMiShares Russell 2000 ETF$1,641,659$3,305 â–²0.2%5,4640.7%ETFIUSBiShares Core Total USD Bond Market ETF$1,503,982$124,005 â–¼-7.6%32,5890.7%ETFITMVanEck Intermediate Muni ETF$1,348,284$92,899 â–¼-6.4%28,6930.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,210,784$160,187 â–¼-11.7%23,9380.5%ETFSCHHSchwab U.S. REIT ETF$890,889$35,496 â–¼-3.8%37,6220.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$882,329$24,189 â–¼-2.7%10,6510.4%ETFEUSAiShares MSCI USA Equal Weighted ETF$762,218$914 â–²0.1%6,6750.3%ETFVGKVanguard FTSE Europe ETF$592,864$8,323 â–²1.4%6,6960.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$568,947$9,304 â–²1.7%5,7480.2%ETFMUBiShares National Muni Bond ETF$492,792$429,189 â–¼-46.6%4,5790.2%ETFVTIVanguard Total Stock Market ETF$410,146$49,973 â–¼-10.9%1,1080.2%ETFAMZNAmazon.com$409,230$7,389 â–¼-1.8%1,7170.2%Consumer DiscretionaryFBNDFidelity Total Bond ETF$393,079$8,461 â–¼-2.1%8,6410.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$376,741$282,969 â–¼-42.9%14,3630.2%ETFINTFiShares International Equity Factor ETF$362,742$77,578 â–¼-17.6%8,8560.2%ETFTMCITreace Medical Concepts$361,4680.0%90,8210.2%HealthcareSCHXSchwab US Large-Cap ETF$338,076$44,147 â–²15.0%11,4870.1%ETFVTVVanguard Value ETF$324,498$14,819 â–¼-4.4%1,4890.1%ETFNVDANVIDIA$323,8370.0%1,6180.1%TechnologyAAPLApple$302,9600.0%1,0470.1%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$227,547$227,547 â–²New Holding1,9120.1%ETFShowing largest 100 holdings. 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