LCW Services, LLC

VIRGINIA BEACH, VA · CIK 2110690 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$229.6m reported value +14.1% vs Q1 2026

40positions

77.2%in top 10

1 new 17 added 19 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	62,586	$46.9m20.41%	20.41%	Added +1.9k	+1,906 3.1%
2	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,333,313	$36.9m16.08%	16.08%	Added +50.7k	+50,730 4.0%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	308,888	$23.8m10.37%	10.37%	Added +9.1k	+9,087 3.0%
4	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	200,427	$14.7m6.41%	6.41%	Added +21.7k	+21,698 12.1%
5	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	240,516	$14.4m6.25%	6.25%	Added +9.2k	+9,154 4.0%
6	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	44,089	$9.4m4.09%	4.09%	Added +3.2k	+3,245 7.9%
7	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	217,064	$9.4m4.08%	4.08%	Added +12.0k	+11,980 5.8%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,358	$7.7m3.37%	3.37%	Reduced -427	-427 -4.0%
9	ISHARES TR MSCI USA VALUE VLUE	VLUE	35,761	$7.1m3.11%	3.11%	Reduced -4.6k	-4,552 -11.3%
10	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	157,792	$6.9m3.03%	3.03%	Added +7.0k	+6,966 4.6%
11	ISHARES INC MSCI EURZONE ETF EZU	EZU	92,506	$6.4m2.80%	2.80%	Added +5.5k	+5,547 6.4%
12	ISHARES TR 20 YR TR BD ETF TLT	TLT	66,556	$5.8m2.50%	2.50%	Added +7.5k	+7,537 12.8%
13	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	199,783	$5.5m2.38%	2.38%	Added +10.6k	+10,646 5.6%
14	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	328,560	$5.2m2.27%	2.27%	Reduced -7.2k	-7,172 -2.1%
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	62,539	$4.5m1.94%	1.94%	Reduced -1.6k	-1,617 -2.5%
16	ISHARES TR RUS 1000 ETF IWB	IWB	8,433	$3.5m1.50%	1.50%	Reduced -9	-9 -0.1%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	20,455	$3.0m1.32%	1.32%	Reduced -172	-172 -0.8%
18	VANGUARD INDEX FDS MID CAP ETF VO	VO	32,636	$2.6m1.15%	1.15%	Added +584	+584 1.8%
19	ISHARES TR CORE MSCI EAFE IEFA	IEFA	22,853	$2.2m0.96%	0.96%	Reduced -229	-229 -1.0%
20	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,464	$1.6m0.71%	0.71%	Added +11	+11 0.2%
21	ISHARES TR CORE TOTAL USD IUSB	IUSB	32,589	$1.5m0.65%	0.65%	Reduced -2.7k	-2,687 -7.6%
22	VANECK ETF TRUST INTRMDT MUNI ETF ITM	ITM	28,693	$1.3m0.59%	0.59%	Reduced -2.0k	-1,977 -6.5%
23	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	23,938	$1.2m0.53%	0.53%	Reduced -3.2k	-3,167 -11.7%
24	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	37,622	$890.9k0.39%	0.39%	Reduced -1.5k	-1,499 -3.8%
25	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,651	$882.3k0.38%	0.38%	Reduced -292	-292 -2.7%
26	ISHARES INC MSCI EQUAL WEITE EUSA	EUSA	6,675	$762.2k0.33%	0.33%	Added +8	+8 0.1%
27	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	6,696	$592.9k0.26%	0.26%	Added +94	+94 1.4%
28	ISHARES TR CORE US AGGBD ET AGG	AGG	5,748	$568.9k0.25%	0.25%	Added +94	+94 1.7%
29	ISHARES TR NATIONAL MUN ETF MUB	MUB	4,579	$492.8k0.21%	0.21%	Reduced -4.0k	-3,988 -46.5%
30	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,108	$410.1k0.18%	0.18%	Reduced -135	-135 -10.9%
31	AMAZON COM INC COM AMZN	AMZN	1,717	$409.2k0.18%	0.18%	Reduced -31	-31 -1.8%
32	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	8,641	$393.1k0.17%	0.17%	Reduced -186	-186 -2.1%
33	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	14,363	$376.7k0.16%	0.16%	Reduced -10.8k	-10,788 -42.9%
34	ISHARES TR INTL EQTY FACTOR INTF	INTF	8,856	$362.7k0.16%	0.16%	Reduced -1.9k	-1,894 -17.6%
35	TREACE MED CONCEPTS INC COM TMCI	TMCI	90,821	$361.5k0.16%	0.16%	Unchanged
36	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	11,487	$338.1k0.15%	0.15%	Added +1.5k	+1,500 15.0%
37	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,489	$324.5k0.14%	0.14%	Reduced -68	-68 -4.4%
38	NVIDIA CORPORATION COM NVDA	NVDA	1,618	$323.8k0.14%	0.14%	Unchanged
39	APPLE INC COM AAPL	AAPL	1,047	$303.0k0.13%	0.13%	Unchanged
40	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	1,912	$227.5k0.10%	0.10%	New