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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VNQ	VANGUARD INDEX FDS	—	13,071	$1.2M	0.62%	SOLD
2	BIV	VANGUARD BD INDEX FDS	—	9,799	$763K	0.41%	SOLD
3	SPYG	SPDR SERIES TRUST	—	1,913	$204K	0.11%	SOLD

Sector Allocation

Financial Services 87.2%

Technology 6.8%

Consumer Cyclical 4.5%

Healthcare 1.5%