LCW Services, LLC holds a focused book of 40 reported positions worth $229.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened SS SPDR P S&P 500 Growth ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Core S&P 500 ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +10.6%, a 4.6-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning LCW Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LCW Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 40 | $4.4B |
| Swiss Re Ltd | 5 / 40 | $1.0B |
| GP Brinson Investments LLC | 5 / 40 | $219.5M |
| Cerity Partners Retirement Plan Advisors LLC | 9 / 40 | $209.3M |
| Planning Project LLC | 10 / 40 | $431.6M |
| Roth Financial Partners LLC | 13 / 40 | $283.7M |
| Kopp Family Office, LLC | 10 / 40 | $134.4M |
| Stash Investments, LLC | 8 / 40 | $252.8M |
Ranked by the share of each fund's own book sitting in the names it shares with LCW Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $46.9M | 62.6K | 20.4% | ▲+3.1% Added · +2K sh | |
| 2 | Schwab Strategic TR INTL EQTY ETF | $36.9M | 1.33M | 16.1% | ▲+4.0% Added · +51K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $23.8M | 308.9K | 10.4% | ▲+3.0% Added · +9K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $14.7M | 200.4K | 6.4% | ▲+12% Added · +22K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $14.4M | 240.5K | 6.3% | ▲+4.0% Added · +9K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.4M | 44.1K | 4.1% | ▲+7.9% Added · +3K sh | |
| 7 | First TR Exchange Traded FD SMID RISNG ETF | $9.4M | 217.1K | 4.1% | ▲+5.8% Added · +12K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $7.7M | 10.4K | 3.4% | ▼−4.0% Reduced · −427 sh | |
| 9 | Ishares TR MSCI USA VALUE | $7.1M | 35.8K | 3.1% | ▼−11% Reduced · −5K sh | |
| 10 | Select Sector SPDR TR ST STR REAL ETF | $6.9M | 157.8K | 3.0% | ▲+4.6% Added · +7K sh | |
| 11 | Ishares Inc MSCI EURZONE ETF | $6.4M | 92.5K | 2.8% | ▲+6.4% Added · +6K sh | |
| 12 | Ishares TR 20 YR TR BD ETF | $5.8M | 66.6K | 2.5% | ▲+13% Added · +8K sh | |
| 13 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $5.5M | 199.8K | 2.4% | ▲+5.6% Added · +11K sh | |
| 14 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $5.2M | 328.6K | 2.3% | ▼−2.1% Reduced · −7K sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.5M | 62.5K | 1.9% | ▼−2.5% Reduced · −2K sh | |
| 16 | Ishares TR RUS 1000 ETF | $3.5M | 8.4K | 1.5% | ▼−0.1% Reduced · −9 sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $3.0M | 20.5K | 1.3% | ▼−0.8% Reduced · −172 sh | |
| 18 | Vanguard Index FDS MID CAP ETF | $2.6M | 32.6K | 1.1% | ▲+307% Added · +25K sh | |
| 19 | Ishares TR CORE MSCI EAFE | $2.2M | 22.9K | 1.0% | ▼−1.0% Reduced · −229 sh | |
| 20 | Ishares TR RUSSELL 2000 ETF | $1.6M | 5.5K | 0.7% | ▲+0.2% Added · +11 sh | |
| 21 | Ishares TR CORE UNIVRSL USD | $1.5M | 32.6K | 0.7% | ▼−7.6% Reduced · −3K sh | |
| 22 | Vaneck ETF Trust INTRMDT MUNI ETF | $1.3M | 28.7K | 0.6% | ▼−6.4% Reduced · −2K sh | |
| 23 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.2M | 23.9K | 0.5% | ▼−12% Reduced · −3K sh | |
| 24 | Schwab Strategic TR US REIT ETF | $891K | 37.6K | 0.4% | ▼−3.8% Reduced · −1K sh | |
| 25 | Ishares Inc CORE MSCI EMKT | $882K | 10.7K | 0.4% | ▼−2.7% Reduced · −292 sh | |
| 26 | Ishares Inc MSCI EQUAL WEITE | $762K | 6.7K | 0.3% | ▲+0.1% Added · +8 sh | |
| 27 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $593K | 6.7K | 0.3% | ▲+1.4% Added · +94 sh | |
| 28 | Ishares TR CORE US AGGBD ET | $569K | 5.7K | 0.2% | ▲+1.7% Added · +94 sh | |
| 29 | Ishares TR NATIONAL MUN ETF | $493K | 4.6K | 0.2% | ▼−47% Reduced · −4K sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $410K | 1.1K | 0.2% | ▼−11% Reduced · −135 sh | |
| 31 | Amazon Com Inc COM | $409K | 1.7K | 0.2% | ▼−1.8% Reduced · −31 sh | |
| 32 | Fidelity Merrimack STR TR TOTAL BD ETF | $393K | 8.6K | 0.2% | ▼−2.1% Reduced · −186 sh | |
| 33 | SPDR Series Trust ST LON TREAS ETF | $377K | 14.4K | 0.2% | ▼−43% Reduced · −11K sh | |
| 34 | Ishares TR INTL EQTY FACTOR | $363K | 8.9K | 0.2% | ▼−18% Reduced · −2K sh | |
| 35 | Treace Med Concepts Inc COM | $361K | 90.8K | 0.2% | —Held | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $338K | 11.5K | 0.1% | ▲+15% Added · +2K sh | |
| 37 | Vanguard Index FDS VALUE ETF | $324K | 1.5K | 0.1% | ▼−4.4% Reduced · −68 sh | |
| 38 | Nvidia Corporation COM | $324K | 1.6K | 0.1% | —Held | |
| 39 | Apple Inc COM | $303K | 1.0K | 0.1% | —Held | |
| 40 | SPDR Series Trust ST STR P500GRW | $228K | 1.9K | 0.1% | ▲New New position |
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Use Arkolith to show LCW Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.