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LCW Services, LLC

Q4 2025 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    39

  • Value ($000)

    $187,771

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0002110690
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$39.13M
21 %

57,124

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$28.99M
15 %

1,205,738

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$19.42M
10 %

294,243

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$12.31M
7 %

228,998

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$11.48M
6 %

154,947

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.67M
6 %

88,798

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$8.45M
5 %

12,397

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$8.04M
4 %

41,963

V
VLUE

ISHARES TR

MSCI USA VALUE
46432F388
$5.6M
3 %

40,939

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.53M
3 %

88,593

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