Lcw Services, LLC Top Holdings and 13F Report (2026) About Lcw Services, LLCInvestment ActivityLcw Services, LLC has $201.26 million in total holdings as of March 31, 2026.Lcw Services, LLC owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.45% of the portfolio was purchased this quarter.About 8.06% of the portfolio was sold this quarter.This quarter, Lcw Services, LLC has purchased 39 new stocks and bought additional shares in 24 stocks.Lcw Services, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $39,637,045Schwab International Equity ETF $31,743,929iShares Core S&P Mid-Cap ETF $20,245,561Vanguard Total Bond Market ETF $13,161,600Vanguard FTSE Emerging Markets ETF $12,505,098 Largest New Holdings this Quarter 33741X102 - First Trust SMID Cap Rising Dividend Achievers ETF $8,086,480 Holding81369Y860 - Real Estate Select Sector SPDR Fund $6,158,240 Holding922042874 - Vanguard FTSE Europe ETF $544,203 Holding Largest Purchases this Quarter First Trust SMID Cap Rising Dividend Achievers ETF 205,084 shares (about $8.09M)Real Estate Select Sector SPDR Fund 150,826 shares (about $6.16M)iShares Core S&P 500 ETF 3,556 shares (about $2.32M)Schwab International Equity ETF 76,845 shares (about $1.90M)Vanguard Total Bond Market ETF 23,782 shares (about $1.75M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 68,171 shares (about $8.47M)Vanguard FTSE Developed Markets ETF 24,437 shares (about $1.57M)iShares Core Total USD Bond Market ETF 32,742 shares (about $1.51M)SPDR S&P 500 ETF Trust 1,612 shares (about $1.05M)iShares International Equity Factor ETF 24,052 shares (about $937.07K) 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$39,637,045$2,322,830 ▲6.2%60,68019.7%ETFSCHFSchwab International Equity ETF$31,743,929$1,901,914 ▲6.4%1,282,58315.8%ETFIJHiShares Core S&P Mid-Cap ETF$20,245,561$375,332 ▲1.9%299,80110.1%ETFBNDVanguard Total Bond Market ETF$13,161,600$1,751,306 ▲15.3%178,7296.5%ETFVWOVanguard FTSE Emerging Markets ETF$12,505,098$127,774 ▲1.0%231,3626.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$8,086,480$8,086,480 ▲New Holding205,0844.0%ETFRSPInvesco S&P 500 Equal Weight ETF$7,838,843$214,760 ▼-2.7%40,8443.9%ETFSPYSPDR S&P 500 ETF Trust$7,013,917$1,048,348 ▼-13.0%10,7853.5%FinanceXLREReal Estate Select Sector SPDR Fund$6,158,240$6,158,240 ▲New Holding150,8263.1%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$5,814,878$676,606 ▲13.2%335,7322.9%ManufacturingVLUEiShares MSCI USA Value Factor ETF$5,732,118$89,011 ▼-1.5%40,3132.8%ETFEZUiShares MSCI Eurozone ETF$5,447,112$416,932 ▲8.3%86,9592.7%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$5,150,201$765,653 ▲17.5%189,1372.6%ETFTLTiShares 20+ Year Treasury Bond ETF$5,116,357$472,894 ▲10.2%59,0192.5%ETFVEAVanguard FTSE Developed Markets ETF$4,111,146$1,565,934 ▼-27.6%64,1562.0%ETFIWBiShares Russell 1000 ETF$3,010,080$1,714,341 ▲132.3%8,4421.5%ETFIJRiShares Core S&P Small-Cap ETF$2,564,094$8,474,177 ▼-76.8%20,6271.3%ETFVOVanguard Mid-Cap ETF$2,301,234$754,729 ▲48.8%8,0131.1%ETFIEFAiShares Core MSCI EAFE ETF$2,089,613$496,376 ▲31.2%23,0821.0%ETFIUSBiShares Core Total USD Bond Market ETF$1,629,398$1,512,353 ▼-48.1%35,2760.8%ManufacturingITMVanEck Intermediate Muni ETF$1,424,008$124,804 ▼-8.1%30,6700.7%ETFIWMiShares Russell 2000 ETF$1,352,344$729,368 ▲117.1%5,4530.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,352,268$132,707 ▼-8.9%27,1050.7%ETFMUBiShares National Muni Bond ETF$909,387$12,313 ▲1.4%8,5670.5%ETFSCHHSchwab U.S. REIT ETF$840,710$558,525 ▲197.9%39,1210.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$763,274$154,287 ▲25.3%10,9430.4%ETFEUSAiShares MSCI USA Equal Weighted ETF$678,501$456,439 ▲205.5%6,6670.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$661,471$157,826 ▲31.3%25,1510.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$561,283$136,400 ▲32.1%5,6540.3%FinanceVGKVanguard FTSE Europe ETF$544,203$544,203 ▲New Holding6,6020.3%ETFINTFiShares International Equity Factor ETF$418,820$937,066 ▼-69.1%10,7500.2%ETFFBNDFidelity Total Bond ETF$402,688$36,131 ▲9.9%8,8270.2%ETFVTIVanguard Total Stock Market ETF$398,880$128,360 ▲47.4%1,2430.2%ETFAMZNAmazon.com$364,0560.0%1,7480.2%Retail/WholesaleVTVVanguard Value ETF$305,483$77,499 ▲34.0%1,5570.2%ETFNVDANVIDIA$282,1810.0%1,6180.1%Computer and TechnologyAAPLApple$265,7180.0%1,0470.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$256,067$18,512 ▲7.8%9,9870.1%ETFTMCITreace Medical Concepts$121,700$48,201 ▲65.6%90,8210.1%MedicalVNQVanguard Real Estate ETF$0$1,156,653 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$763,146 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$204,152 ▼-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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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