LCW Services, LLC

Q1 2026 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$201,260
Net value change ($000)
+13,489 (7.2%)
New positions
3
Sold out positions
3
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SDVY 8,086 NEW
XLRE 6,158 NEW
SCHWAB STRATEGIC TRUST 2,758 9.5%
PDBC 1,884 47.9%
BND 1,685 14.7%
IWB 1,653 121.8%
IJH 826 4.3%
VO 738 47.2%
IWM 734 118.8%
CGMS 703 15.8%
Top Reduces (Value $000, Stocks/ETFs)
IJR -8,108 -76.0%
IUSB -1,537 -48.5%
SPY -1,440 -17.0%
VEA -1,423 -25.7%
VNQ -1,157 -100.0%
INTF -895 -68.1%
BIV -763 -100.0%
SPYG -204 -100.0%
RSP -199 -2.5%
ITM -149 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type