LCW Services, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $239,695,002 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $239,695,002 | +$15,196,773 | -$1,809,661 | +$13,387,112 | IVV, SCHF, IJH, VWO, BND | 13F-HR | 21 Oct 2026, 16:17 |
| Q2 2026 | 40 | $229,626,577 | +$10,791,756 | -$2,815,978 | +$7,975,778 | IVV, SCHF, IJH, BND, VWO | 13F-HR | 30 Jul 2026, 16:22 |
| Q1 2026 | 39 | $201,259,986 | +$29,079,471 | -$16,223,111 | +$12,856,360 | IVV, SCHF, IJH, BND, VWO | 13F-HR | 27 Apr 2026, 09:35 |
| Q4 2025 | 39 | $187,771,255 | $0 | $0 | $0 | IVV, SCHF, IJH, VWO, BND | 13F-HR | 11 Feb 2026, 08:56 |
Showing 1-4 of 4 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 21 Oct 2026
- Latest reported 13F value
- $239,695,002
- Largest 13F holdings
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IVV SCHF IJH VWO BND RSP SDVY SPY VLUE XLRE PDBC EZU
+8 more
TLT CGMS VEA IWB IJR VO IEFA IWM - Form 13F summary
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- LCW Services, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LCW Services, LLC reported 41 equity holdings with a total reported market value of $239,695,002 for Q3 2026. Top reported holdings included IVV, SCHF, IJH, VWO, and BND.
- Manager signature
- Roger Crook - Chief Compliance Officer
- Manager location
- Virginia Beach, VA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value