Institutional Fund
Lcw Services, LLC
Virginia Beach, VACIK 21106902 filings on record
Portfolio Value
$201.26M
Q1 2026
Holdings
39
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+7.2%
from $187.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.7%
- Schwab Strategic Tr15.8%
- Ishares Tr10.1%
- Vanguard Bd Index Fds6.5%
- Vanguard Intl Equity Index F6.2%
- First Tr Exchange-Traded Fd4.0%
- Other37.7%
Portfolio Holdings
39 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 60.7K | $39.64M | 19.7% | +3.6K | Added |
| 2 | Schwab Strategic Tr | 1.28M | $31.74M | 15.8% | +76.8K | Added |
| 3 | Ishares Tr | 299.8K | $20.25M | 10.1% | +5.6K | Added |
| 4 | Vanguard Bd Index Fds | 178.7K | $13.16M | 6.5% | +23.8K | Added |
| 5 | Vanguard Intl Equity Index F | 231.4K | $12.51M | 6.2% | +2.4K | Added |
| 6 | First Tr Exchange-Traded Fd | 205.1K | $8.09M | 4.0% | +205.1K | New |
| 7 | Invesco Exchange Traded Fd T | 40.8K | $7.84M | 3.9% | −1.1K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 10.8K | $7.01M | 3.5% | −1.6K | Reduced |
| 9 | Select Sector Spdr Tr | 150.8K | $6.16M | 3.1% | +150.8K | New |
| 10 | Invesco Actvely Mngd Etc Fd | 335.7K | $5.81M | 2.9% | +39.1K | Added |
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