StockDriftsStockDriftsTop 40 LCW Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.41% | 62.6K | $46.9M | +3.14%(+1.91K) | $677.11(+14.80%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 16.08% | 1.33M | $36.9M | +3.96%(+50.73K) | $23.79(+18.86%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.37% | 308.9K | $23.8M | +3.03%(+9.09K) | $65.82(+18.38%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.41% | 200.4K | $14.7M | +12.14%(+21.70K) | $74.09(-2.43%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.25% | 240.5K | $14.4M | +3.96%(+9.15K) | $54.05(+11.76%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.09% | 44.1K | $9.4M | +7.94%(+3.25K) | $191.35(+15.40%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 4.08% | 217.1K | $9.4M | +5.84%(+11.98K) | $38.98(+14.42%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.37% | 10.4K | $7.7M | -3.96%(-427) | $674.05(+14.76%) | 2026-06-30 | |
| VLUE | ISHARES TR | 3.11% | 35.8K | $7.1M | -11.29%(-4.55K) | $130.89(+50.75%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 3.03% | 157.8K | $6.9M | +4.62%(+6.97K) | $40.66(+8.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.45% |
LCW Services, LLC reports $229.63M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.4%), SCHF (16.1%) and IJH (10.4%). The top 20 holdings account for 94.73% of reported assets. Its disclosed equity book has returned +11.61% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LCW Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110690). View LCW Services, LLC’s 13F filings on SEC