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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SDVY FIRST TR EXCHANGE TRADED FD 205,084.0 $8.1M 4.02% NEW $39.43 +5.8%
2 XLRE SELECT SECTOR SPDR TR 150,826.0 $6.2M 3.06% NEW $40.83 +9.5%
3 VGK VANGUARD INTL EQUITY INDEX F 6,602.0 $544K 0.27% NEW $82.43 +8.4%

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%