LCW Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) reporting its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Roger Crook on October 21, 2026, lists 41 total positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the Schwab Strategic Trust International Equity ETF. This fund accounts for 1,434,854 shares, valued at approximately $39,415,439, representing a sole ownership position.
Other significant ETF positions include the Vanguard Total Bond Market ETF, which holds 213,840 shares valued at $15,000,873, and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF, which holds 257,783 shares valued at $15,289,088.
The filing also lists several individual stock holdings. Amazon.com Inc. is held in 427,791 shares, while Apple Inc. is held in 348,672 shares. Microsoft Corporation is held in 227,728 shares, and NVIDIA Corporation is held in 598,003 shares.
Additionally, the report includes positions in Treace Medical Concepts Inc., held in 90,821 shares, and Capital Group Fixed Income ETF, held in 2,106,661 shares.
