LCW Services, LLC

CIK

2110690

Location

VIRGINIA BEACH, VA

Portfolio Value

Small $229,626,706

Diversification

Highly concentrated

Filing Date

Global Rank

#6,053 / 8,798 ▲ 1436 · as of Jun 2026

Top Industry

Internet Retail 29.3%

3Y Alpha vs SPY

-16.2%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

45.7%

+15.7 pts

Top 5

79.3%

+10.8 pts

Top 10

94.4%

+0.1 pts

HHI

2,519

Highly concentrated+1,082

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.4%	$228,229,306	16
Technology	0.3%	$626,704	2
Consumer Cyclical	0.2%	$409,229	1
Healthcare	0.2%	$361,467	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+50,731	1,382,422	$38,161,720
VB	Vanguard Morningstar Small-Cap ETF	+24,420	35,233	$3,363,983
BIV	Vanguard Intermediate-Term Bond ETF	+21,698	200,427	$14,713,346
AIRR	First Trust RBA American Industrial Renaissance ETF	+11,980	217,064	$9,364,140
CGCB	Capital Group Core Bond ETF	+10,646	199,783	$5,460,069
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,367	692,600	$104,923,514
VEU	Vanguard FTSE All-World Ex-US ETF	+9,248	247,212	$14,949,263
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+6,966	157,792	$6,947,581
ABI	VictoryShares Pioneer Asset-Based Income ETF	+3,245	44,089	$9,380,816
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−8,876	16,275	$604,249
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−7,172	328,560	$5,217,532
VCRM	Vanguard Core Tax-Exempt Bond ETF	−3,167	23,938	$1,210,784
AFK	VanEck Africa Index ETF	−1,977	28,693	$1,348,284
VEA	Vanguard FTSE Developed Markets ETF	−1,617	62,539	$4,455,903
SPY	Spdr S&P 500 ETF Trust	−427	10,358	$7,735,043
FAAA	Fidelity AAA CLO ETF	−186	8,641	$393,079
AMZN	Amazon Com Inc	−31	1,717	$409,229
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $229,626,706 total · filing declares 40 positions · $229,626,577 · as of Jun 30, 2026

All sectors Consumer Cyclical Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	692,600	+10,367	$104,923,514	—	45.69%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,382,422	+50,731	$38,161,720	+16.2%	16.62%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	247,212	+9,248	$14,949,263	+14.6%	6.51%
BIV	Vanguard Intermediate-Term Bond ETF	Added	200,427	+21,698	$14,713,346	+11.8%	6.41%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	44,089	+3,245	$9,380,816	+19.7%	4.09%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	217,064	+11,980	$9,364,140	+15.8%	4.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,358	-427	$7,735,043	+10.3%	3.37%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	157,792	+6,966	$6,947,581	+12.8%	3.03%
CGCB	Capital Group Core Bond ETF	Added	199,783	+10,646	$5,460,069	+6.0%	2.38%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Reduced	328,560	-7,172	$5,217,532	−10.3%	2.27%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	62,539	-1,617	$4,455,903	+8.4%	1.94%
VB	Vanguard Morningstar Small-Cap ETF	Added	35,233	+24,420	$3,363,983	+162.9%	1.46%
AFK	VanEck Africa Index ETF	Reduced	28,693	-1,977	$1,348,284	−5.3%	0.59%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	23,938	-3,167	$1,210,784	−10.5%	0.53%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	16,275	-8,876	$604,249	−8.7%	0.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,717	-31	$409,229	+12.4%	0.18%
FAAA	Fidelity AAA CLO ETF	Reduced	8,641	-186	$393,079	−2.4%	0.17%
TMCI	Treace Medical Concepts, Inc. Healthcare	Held	90,821	0	$361,467	+197.0%	0.16%
NVDA	Nvidia Corp Technology	Held	1,618	0	$323,745	+14.7%	0.14%
AAPL	Apple Inc. Technology	Held	1,047	0	$302,959	+14.0%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.