LCW Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, LCW Services, LLC held in its portfolio 38 assets valued at $187,771,255 (i.e. $187.77M).
The most valuable assets in the portfolio included: ISHARES TR ($39.13M), SCHWAB STRATEGIC TR ($28.99M), and ISHARES TR ($19.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LCW Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 57124 | 39126706 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 1205738 | 28985942 | INTL EQTY ETF |
| ISHARES TR | 294243 | 19420009 | CORE S&P MCP ETF |
| VANGUARD INTL EQUITY INDEX F | 228998 | 12310914 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 154947 | 11476921 | TOTAL BND MRKT |
| ISHARES TR | 88798 | 10671722 | CORE S&P SCP ETF |
| SPDR S&P 500 ETF TR | 12397 | 8453762 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 41963 | 8038432 | S&P500 EQL WGT |
| ISHARES TR | 40939 | 5597589 | MSCI USA VALUE |
| VANGUARD TAX-MANAGED FDS | 88593 | 5534431 | VAN FTSE DEV MKT |
| ISHARES INC | 80303 | 5147422 | MSCI EURZONE ETF |
| ISHARES TR | 53564 | 4668638 | 20 YR TR BD ETF |
| CAPITAL GRP FIXED INCM ETF T | 161019 | 4447345 | US MULTI-SECTOR |
| INVESCO ACTVELY MNGD ETC FD | 296667 | 3930838 | OPTIMUM YIELD |
| ISHARES TR | 68018 | 3165558 | CORE UNIVRSL USD |
| ISHARES TR | 17599 | 1574407 | CORE MSCI EAFE |
| VANECK ETF TRUST | 33358 | 1573163 | INTRMDT MUNI ETF |
| VANGUARD INDEX FDS | 5385 | 1562896 | MID CAP ETF |
| VANGUARD MUN BD FDS | 29765 | 1496882 | TAX EXEMPT BD |
| ISHARES TR | 3634 | 1357081 | RUS 1000 ETF |
| ISHARES TR | 34802 | 1313776 | INTL EQTY FACTOR |
| VANGUARD INDEX FDS | 13071 | 1156653 | REAL ESTATE ETF |
| ISHARES TR | 8451 | 905187 | NATIONAL MUN ETF |
| VANGUARD BD INDEX FDS | 9799 | 763146 | INTERMED TERM |
| SPDR SERIES TRUST | 21063 | 711053 | STATE STREET SPD |
| ISHARES TR | 2512 | 618354 | RUSSELL 2000 ETF |
| ISHARES INC | 8731 | 586898 | CORE MSCI EMKT |
| ISHARES TR | 4280 | 427497 | CORE US AGGBD ET |
| AMAZON COM INC | 1748 | 403473 | COM |
| FIDELITY MERRIMACK STR TR | 8035 | 369931 | TOTAL BD ETF |
| NVIDIA CORPORATION | 1618 | 301759 | COM |
| APPLE INC | 1047 | 284637 | COM |
| VANGUARD INDEX FDS | 843 | 282739 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 13131 | 274307 | US REIT ETF |
| SCHWAB STRATEGIC TR | 9265 | 249321 | US LRG CAP ETF |
| ISHARES INC | 2182 | 225553 | MSCI EQUAL WEITE |
| VANGUARD INDEX FDS | 1162 | 221930 | VALUE ETF |
| TREACE MED CONCEPTS INC | 54850 | 134383 | COM |
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