LCW Services, LLC ETF holdings
Virginia Beach, VA
Reported $228.2M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$228.2M
ETFs held
36
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
99.4%
of $229.6M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $46.9M | 62,586 | +1,906 shares |
| SCHF | Schwab International Equity ETF | $36.9M | 1,333,313 | +50,730 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $23.8M | 308,888 | +9,087 shares |
| BND | Vanguard Total Bond Market ETF | $14.7M | 200,427 | +21,698 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $14.4M | 240,516 | +9,154 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $9.4M | 44,089 | +3,245 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $9.4M | 217,064 | +11,980 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $7.7M | 10,358 | −427 shares |
| VLUE | iShares MSCI USA Value Factor ETF | $7.1M | 35,761 | −4,552 shares |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $6.9M | 157,792 | +6,966 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110690. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LCW Services, LLC own?
LCW Services, LLC reported 36 ETF positions worth $228.2M in its Form 13F for June 30, 2026. The largest was IVV, at $46.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.