Investor
LCW Services, LLC
CIK 0002110690 · filed 2026-04-27 · SEC filing
13F book
$201.3M
Positions
39
3 new · 3 sold
Largest name
19.7%
Ishares Tr
Est. mark
$344.1K
Price effect on 36 names still held. Flow $13.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 60.7K | $39.6M | 19.7% | −$1.81M | Added$510.3K |
| Schwab Strategic Tr | — | 1.28M | $31.7M | 15.8% | $856.1K | Added$2.76M |
| Ishares Tr | — | 299.8K | $20.2M | 10.1% | $450.2K | Added$825.6K |
| Vanguard Bd Index Fds | — | 178.7K | $13.2M | 6.5% | −$66.6K | Added$1.68M |
| Vanguard Intl Equity Index F | — | 231.4K | $12.5M | 6.2% | $66.4K | Added$194.2K |
| First Tr Exchange-Traded Fd | — | 205.1K | $8.09M | 4.0% | — | New |
| Invesco Exchange Traded Fd T | — | 40.8K | $7.84M | 3.9% | $14.8K | Cut−$199.6K |
| Spdr S&P 500 Etf Tr | — | 10.8K | $7.01M | 3.5% | −$340.6K | Cut−$1.44M |
| Select Sector Spdr Tr | — | 150.8K | $6.16M | 3.1% | — | New |
| Invesco Actvely Mngd Etc Fd | — | 335.7K | $5.81M | 2.9% | $1.21M | Added$1.88M |
| Ishares Tr | — | 40.3K | $5.73M | 2.8% | $220.1K | Cut$134.5K |
| Ishares Inc | — | 87K | $5.45M | 2.7% | −$117.2K | Added$299.7K |
| Capital Grp Fixed Incm Etf T | — | 189.1K | $5.15M | 2.6% | −$62.8K | Added$702.9K |
| Ishares Tr | — | 59K | $5.12M | 2.5% | −$25.2K | Added$447.7K |
| Vanguard Tax-Managed Fds | — | 64.2K | $4.11M | 2.0% | $103.3K | Cut−$1.42M |
| Ishares Tr | — | 8.44K | $3.01M | 1.5% | −$61.3K | Added$1.65M |
| Ishares Tr | — | 20.6K | $2.56M | 1.3% | $85.1K | Cut−$8.11M |
| Vanguard Index Fds | — | 8.01K | $2.3M | 1.1% | −$16.4K | Added$738.3K |
| Ishares Tr | — | 23.1K | $2.09M | 1.0% | $18.8K | Added$515.2K |
| Ishares Tr | — | 35.3K | $1.63M | 0.8% | −$12.3K | Cut−$1.54M |
| Vaneck Etf Trust | — | 30.7K | $1.42M | 0.7% | −$22.4K | Cut−$149.2K |
| Ishares Tr | — | 5.45K | $1.35M | 0.7% | $4.62K | Added$734K |
| Vanguard Mun Bd Fds | — | 27.1K | $1.35M | 0.7% | −$10.8K | Cut−$144.6K |
| Ishares Tr | — | 8.57K | $909.4K | 0.5% | −$8.11K | Added$4.2K |
| Schwab Strategic Tr | — | 39.1K | $840.7K | 0.4% | $7.88K | Added$566.4K |
| Ishares Inc | — | 10.9K | $763.3K | 0.4% | $22.1K | Added$176.4K |
| Ishares Inc | — | 6.67K | $678.5K | 0.3% | −$3.49K | Added$452.9K |
| Spdr Series Trust | — | 25.2K | $661.5K | 0.3% | −$3.26K | Added$154.6K |
| Ishares Tr | — | 5.65K | $561.3K | 0.3% | −$2.61K | Added$133.8K |
| Vanguard Intl Equity Index F | — | 6.6K | $544.2K | 0.3% | — | New |
| Ishares Tr | — | 10.8K | $418.8K | 0.2% | $13K | Cut−$895K |
| Fidelity Merrimack Str Tr | — | 8.83K | $402.7K | 0.2% | −$3.37K | Added$32.8K |
| Vanguard Index Fds | — | 1.24K | $398.9K | 0.2% | −$12.2K | Added$116.1K |
| Amazon Com Inc | AMZN | 1.75K | $364.1K | 0.2% | −$39.4K | Held |
| Vanguard Index Fds | — | 1.56K | $305.5K | 0.2% | $6.05K | Added$83.6K |
| Nvidia Corp | NVDA | 1.62K | $282.2K | 0.1% | −$19.6K | Held |
| Apple Inc. | AAPL | 1.05K | $265.7K | 0.1% | −$18.9K | Held |
| Schwab Strategic Tr | — | 9.99K | $256.1K | 0.1% | −$11.8K | Added$6.75K |
| Treace Med Concepts Inc | — | 90.8K | $121.7K | 0.1% | −$60.9K | Added−$12.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.