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Portfolio (Quarterly) Guide ↗

LCW Services, LLC

· CIK 0002110690
13F Portfolio $188M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTF ISHARES TR 34,802.0 $1.3M 0.70% NEW $37.75 +10.1%
22 VNQ VANGUARD INDEX FDS 13,071.0 $1.2M 0.62% NEW $88.49 +9.5%
23 MUB ISHARES TR 8,451.0 $905K 0.48% NEW $107.11 -0.2%
24 BIV VANGUARD BD INDEX FDS 9,799.0 $763K 0.41% NEW $77.88 -1.6%
25 IWM ISHARES TR 2,512.0 $618K 0.33% NEW $246.16 +18.0%
26 IEMG ISHARES INC 8,731.0 $587K 0.31% NEW $67.22 +24.2%
27 SPTL SPDR SERIES TRUST 19,150.0 $507K 0.27% NEW $26.47 -2.1%
28 AGG ISHARES TR 4,280.0 $427K 0.23% NEW $99.88 -1.1%
29 AMZN AMAZON COM INC Consumer Cyclical 1,748.0 $403K 0.21% NEW $230.82 +17.8%
30 FBND FIDELITY MERRIMACK STR TR 8,035.0 $370K 0.20% NEW $46.04 -1.0%
31 NVDA NVIDIA CORPORATION Technology 1,618.0 $302K 0.16% NEW $186.50 +14.0%
32 AAPL APPLE INC Technology 1,047.0 $285K 0.15% NEW $271.86 +14.3%
33 VTI VANGUARD INDEX FDS 843.0 $283K 0.15% NEW $335.40 +10.1%
34 SCHH SCHWAB STRATEGIC TR 13,131.0 $274K 0.15% NEW $20.89 +13.7%
35 SCHX SCHWAB STRATEGIC TR 9,265.0 $249K 0.13% NEW $26.91 +9.7%
36 EUSA ISHARES INC 2,182.0 $226K 0.12% NEW $103.37 +7.9%
37 VTV VANGUARD INDEX FDS 1,162.0 $222K 0.12% NEW $190.99 +10.9%
38 SPYG SPDR SERIES TRUST 1,913.0 $204K 0.11% NEW $106.72 +12.2%
39 TMCI TREACE MED CONCEPTS INC Healthcare 54,850.0 $134K 0.07% NEW $2.45 +18.4%
Page 2 of 2  ·  39 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 88.3%
Technology 6.1%
Consumer Cyclical 4.2%
Healthcare 1.4%