LCW Services, LLC
•CIK: 2110690•Filing: Q4 2025
LCW Services, LLC manages $188M across a diversified portfolio of 39 positions. The fund exhibits a notable allocation to core U.S. equity exposure, with IVV representing the largest holding at $39.1M, followed by SCHF at $29.0M. Significant diversification is evident through international and fixed-income allocations, including VWO ($12.3M) and BND ($11.5M). The top ten holdings alone account for approximately $149.6M of the total assets under management.
Total AUM
$187.8M
QoQ Performance
N/A
Positions
19
Top 10 Concentration
79.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SCHF
IJH
VWO
BND
IJR
IVV20.8%
SCHF15.4%
IJH10.3%
VWO6.6%
BND6.1%
IJR5.7%
SPY4.5%
RSP4.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other74.1%
ETF25.3%
Technology0.3%
Consumer0.2%