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Portfolio (Quarterly) Guide ↗

LCW Services, LLC

· CIK 0002110690
13F Portfolio $201M AUM 39 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 24 Added 9 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 1,243.0 $399K 0.20% +400.0 +47.5% $320.90 +15.1%
22 VTV VANGUARD INDEX FDS 1,557.0 $305K 0.15% +395.0 +34.0% $196.20 +8.0%
23 SCHX SCHWAB STRATEGIC TR 9,987.0 $256K 0.13% +722.0 +7.8% $25.64 +15.1%
24 TMCI TREACE MED CONCEPTS INC Healthcare 90,821.0 $122K 0.06% +36K +65.6% $1.34 +116.4%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 87.2%
Technology 6.8%
Consumer Cyclical 4.5%
Healthcare 1.5%